Financial Consulting Analyst

Financial Consultant/ Financial Consulting Analyst

Job Location: Delhi/NCR

Experience: 3 - 5 years

Roles & Responsibilities:

- Assesses organizations: financial situation by gathering information regarding investments, asset allocation, savings, tax planning, retirement planning, and estate planning; evaluating risk tolerance.

- Develops financial strategies by guiding to establish financial goals; matching goals to situation with appropriate financial plans and reduce costs

- Monitors organizations: financial situation by tracking changes in wealth and life circumstances; analyzing financial plan results; identifying and evaluating new financial strategies; recommending changes in goals and plans.

- Provides financial management information by preparing financial status analyses and reports.