Financial Consultant Job Description


A financial consultant’s primary duty is to assess the company’s financial status and analyze the investment plan. The professional must guide investment decisions, cash management, and day to day expenses. The professional needs to have a degree in finance or accounting and must have relevant work experience in a similar role. The job duties of a financial consultant include identify seek and establish prospects continuously and create a relationship with new clients as their trusted advisor, collect each client’s financial information to determine financial status, goals cash flow, and expectation, research and provide financial advice and strategies that are suitable based on client risk and financial objectives, create a customized financial plan suitable for each client based on potential life changes and changing financial needs, help the client implement financial recommendation like life insurance, saving plans, mutual fund, and other financial product. The candidate must have completed a bachelor’s degree in finance, accounts, or business management. They should have up to date knowledge about the financial industry, financial products, best practices, and tax regulation.

Financial Consultant Job Titles:

  • Financial Consultant (Part-Time)
  • Finanicial Consultant
  • Financial Advisor
  • Financial Planner
  • Finance Recruitment Consultant

Financial Consultant Job Summary:

We are looking to hire a successful candidate who has a degree in finance or accounts. We have new and exciting opportunities for financial accountants and with your extraordinary knowledge and integrity, we know that clients invest their trust in you. Join a team to invest in key products and services offering sophisticated technology and an investment platform. You need to build a long-term relationship with customers bringing them peace of mind as you guide them through wealth management and retirement planning strategies. The duties you need to perform include demonstrating a deep understanding of the financial market and effectively simplify complex financial concepts while building rapport and credibility with clients, possessing excellent knowledge about investment products, strong technical acumen, and comfort with learning how to use new tools and excel in the paperless work environment by leveraging technology.

Financial Consultant Responsibilities and Duties:

  • Take part in budget preparation activities
  • Conduct financial analysis, reporting, and management activities
  • Perform financial analysis to support business development planning
  • Prepare monthly financial report and expense report and submit to the management
  • Monitor all the expenses within the allotted budget
  • Identify potential customers to start a new business
  • Develop long term relationship with clients and all business partners
  • Conduct scheduled training programs for all staff
  • Maintain in-depth knowledge about financial strategies and product

Financial Consultant Skills and Qualification:

  • Bachelor degree in business administration
  • Must possess a minimum of 3 years of experience as a financial consultant of the financial advisor
  • Experience with accounting software and statistical packages
  • Great understanding of fiscal policies
  • Confidentiality\
  • Certification of CFP or CFA is a plus
  • Punctual, reliable and must have strong communication skill
  • Strong verbal and oral communication skills
  • Self-motivated and strong analytical skills
  • Attention to detail, prioritization skill, and time management
  • Quick learner with a positive attitude
  • Maintain a strong relationship with key groups
  • Motivational and communication skill

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