Financial Consultant
Job Description Template

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Job Overview

We are looking for a Financial Consultant to provide assistance with speculation decisions, financial administration, and daily organizational costs. As a Financial Consultant, your duties include determining expenses and incomes, directing risk investigations for financial plans and assessing capital development alternative. You will assist us to keep up our organizational financial well being.

If you have the required skills and you consider yourself a suitable match for this job role, kindly apply for this position now.


  • Analyze the organization's investment plans and financial status.

  • Source and assess capital extension options, including funds and loans.

  • Review the buying and selling of stocks.

  • Conjecture revenues and expenses and report inconsistencies, if any.

  • Investigate market inclines and recognize opportunities and risks.

  • Oversee present and future tax installments and payments.

  • Screen financial strategies and guarantee compliance with the law.

  • Set objectives to build productivity.

  • Audit daily transactions to recognize territories of improvements and change.

  • Manage customers relationships with the company.

  • Provide business administrations to customers.

  • Specify the dangers involved with making specific ventures to the customers clearly.


  • BS/BA degree in Finance, Accounting or relevant field.

  • Proven 5+ year experience as a Financial Consultant or relevant position.

  • Any Professional Qualification (e.g.CFA or CFP) is a Plus.

  • Ability to prepare financial reports.

  • Outstanding Analytical, Interpersonal and Organizational skills.

  • Strong knowledge of Accounting software and fiscal policies.

  • Good oral and written communication skills.

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