Financial Consultant

Work setting

• Financial services industry

Responsibilities

Tasks

• Identify clients' financial goals and objectives
• Analyze clients' financial records
• Develop financial plans for clients
• Make recommendations concerning cash management, insurance coverage, investment planning, retirement and estate planning
• Assist in the planning and execution of financial statement audits

Experience and specialization

Computer and technology knowledge

• Quick Books
• Desktop publishing software
• MS Office

Area of work experience

• Mutual funds
• Software development

Area of specialization

• Financial planning
• Financial examination
• Trust and estate administration
• Financial technology
• Investigation
• Trading
• Wealth management

Additional information

Security and safety

• Criminal record check

Work conditions and physical capabilities

• Fast-paced environment
• Work under pressure
• Tight deadlines
• Attention to detail
• Large caseload

Personal suitability

• Accurate
• Dependability
• Efficient interpersonal skills
• Excellent oral communication
• Excellent written communication
• Initiative
• Interpersonal awareness
• Judgement
• Organized
• Team player
• Due diligence