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 costs of our organization. You should assist the company to keep up its financial wellbeing. In addition to this, you will be working with our clients and helping them take crucial financial decisions.

 As a Financial Consultant, your duties include 

  • determine expenses and incomes

  • direct risk tolerance and investigations for financial plans 

  • assess capital development alternatives and many more

If you have the required skills and qualifications and consider yourself a fit match for this job role, then please do apply. We will be happy to meet you.


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

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

  • Research and review the purchase and sale of stocks.

  • Investigate market inclines and recognize the opportunities and risks.

  • Screen financial strategies to establish financial goals and guarantee compliance with the law.

  • Set objectives to build productivity.

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

  • Manage customer’s relationships with the company.

  • Provide business administration assistance to customers. 

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

  • Evaluate the client’s financial situation that is information regarding investments, savings, tax planning, and retirement planning.

  • Motivate the finance team to increase revenue and productivity.

  • Oversee present and future tax installments and payments.

  • Prepare detailed financial reports.


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

  • Proven 5+ years of experience as a Financial Consultant, Financial Specialist or a similar position.

  • Professional Certifications like Chartered Financial Analyst (CFA) will be preferred.

  • Outstanding  knowledge of accounting software.

  • Excellent knowledge of shares and share trading.

  • Solid understanding of statistical packages and fiscal policies.

  • Outstanding analytical, interpersonal and organizational skills.

  • Ability to build a trustworthy and long term relationship with all the clients

  • Good oral and written communication skills.

  • Ability to handle confidential information.

  • Ability to handle multiple clients and prioritize as and required.

  • Exceptional attention to detail.

  • Good time management skills.

  • Good presentation skills.

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Zulma Velasquez, Talent Acquisitions Manager at Jar House LLC
Zulma Velasquez
Jar House, United States
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