Finance Consultant

Expired on: Jan 15, 2021

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.
Job Category: Finance
Job Type: Full Time
Experience Level: 5+ Years
Sorry! This job has expired.