Finance Consultant
Posted on :
27-09-2024
Employer Active
1 Vacancy
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Job Description
Responsibilities:
- Developing financial plans to help clients achieve their long-term and short-term financial goals.
- Advising clients on taxes, 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.
- Traveling to clients’ homes and places of business to consult with them.
- Monitoring financial markets and economic conditions.
- Soliciting new clients through cold-calling, emailing, advertising, and seminar-hosting.
- Communicating with accountants, real estate agents, attorneys, and other professionals to verify the information.
- Researching suitable investment opportunities for clients.
Employment Type
Full-time
Company Industry
Department / Functional Area
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