Finance Consultant

Financial Consultant Responsibilities:

• Developing financial plans to help clients achieve their long-term and short-term financial goals.
• Advising clients on taxes, retirement planning, investments, and insurance decisions, depending on their financial goals.
• Assessing how certain life changes and financial status changes affect clients’ financial plans and adjusting such plans accordingly.
• Traveling to clients’ homes and places of business to consult with them.
• Monitoring financial markets and economic conditions.
• Soliciting new clients through cold-calling, emailing, advertising, and seminar-hosting.
• Communicating with accountants, real estate agents, attorneys, and other professionals to verify information.
• Researching suitable investment opportunities for clients.

Financial Consultant Requirements:

• Bachelor’s degree in Finance, Business Management, Economics or related field.
• Licensed with the Financial Industry Regulatory Authority (FINRA).
• Should be a Certified Financial Planner (CFP).
• Proven experience in financial consulting.
• Proficiency in all Microsoft Office applications.
• The ability to analyze financial data.
• Excellent problem-solving skills.
• Effective communication skills.
• Exceptional customer service skills.
• Strong business acumen.