Job Description :
We are looking to hire a knowledgeable financial consultant to provide financial guidance to clients in order to help them accomplish their financial goals.
The financial consultant's responsibilities include assessing clients’ financial situations, explaining the pros and cons of various investment strategies, answering all finance-related questions, and addressing clients’ concerns.
You should also be able to maintain solid relationships with clients.
Financial Consultant Responsibilities :
Developing financial plans to help clients achieve their long-term and short-term financial goals.
Advising clients on 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.
Meeting client online to consult with them.
Soliciting new clients through cold-calling, emailing, advertising, and seminar-hosting.
Financial Consultant Requirements :
Bachelor's degree in finance, business management, economics, or related field.
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.
Willing to undergo training and licensing exam