A financial consultant provides expert advice on investments, taxes, estate planning, and financial strategies to help clients achieve their financial goals.

Key Responsibilities:

• Assess clients' financial situations and develop personalized strategies.
• Offer investment advice and portfolio management.
• Assist with retirement planning and estate planning.
• Analyze market trends and economic data to inform decisions.
• Prepare detailed financial reports and presentations for clients.
• Stay updated on financial regulations and products.