We are seeking a knowledgeable and client-focused Financial Consultant to join our team. The ideal candidate will be responsible for providing expert financial advice, helping clients manage their finances, develop investment strategies, and achieve long-term financial goals. You will work closely with individuals or organizations to assess financial situations and recommend tailored financial plans.

• Key Responsibilities:Meet with clients to understand their financial goals, needs, and risk tolerance.
• Analyze clients’ financial status, including income, expenses, investments, and liabilities.
• Develop customized financial plans and strategies including retirement planning, investment advice, estate planning, and tax strategies.
• Provide guidance on insurance coverage, asset allocation, and other financial products.
• Stay up to date with financial markets, economic trends, and regulatory changes.
• Educate clients on financial planning tools, products, and services.
• Build and maintain long-term relationships with clients.
• Ensure compliance with all applicable financial regulations and internal policies.
• Monitor clients’ financial plans and adjust strategies as needed based on changes in life or economic circumstances.
• Requirements:Bachelor’s degree in Finance, Economics, Accounting, Business, or related field.
• Professional certification preferred (e.g., CFP, CFA, CPA).
• Proven experience as a Financial Consultant, Financial Advisor, or similar role.
• Strong analytical, organizational, and interpersonal skills.
• Excellent communication and presentation abilities.
• Proficient in financial software and Microsoft Office Suite.

Knowledge of investment strategies, financial planning, and risk management.