Financial Consultant

Job Title: Remote Financial Consultant

Hourly Pay: $50 - $90/hour

Summary:

We are seeking an experienced Financial Consultant to provide expert advice and guidance on a wide range of financial matters, including investments, retirement planning, risk management, and estate planning. This role involves working with individual clients or businesses to develop comprehensive financial strategies that help them achieve their financial goals. If you have a strong background in financial consulting and a passion for helping others make informed financial decisions, this is the ideal position for you.

Job Responsibilities

• Assess clients' financial situations, including income, expenses, debt, and assets
• Provide personalized financial strategies based on client goals, risk tolerance, and market conditions
• Offer advice on investment options, insurance products, and retirement planning
• Help clients develop strategies for wealth accumulation, tax efficiency, and long-term financial security

• Prepare and present financial plans, proposals, and reports to clients

• Assist clients with budgeting, cash flow management, and debt reduction strategies
• Monitor client financial portfolios and recommend adjustments to ensure continued alignment with goals
• Stay informed on market trends, tax laws, and financial regulations to provide up-to-date advice
• Build and maintain strong, trust-based relationships with clients

Qualifications

• Bachelor’s degree in Finance, Economics, or a related field (CFP or CFA preferred)

• 4+ years of experience in financial consulting or advisory services

• Strong understanding of financial planning tools, investment products, and tax strategies

• Excellent communication, interpersonal, and presentation skills

• Ability to tailor financial advice to meet individual client needs

• Proven track record of successfully managing client portfolios and helping them achieve financial goals

• Proficiency with financial planning software and Microsoft Office
  

Perks & Benefits

• Competitive hourly pay: $50 - $90

• Flexible work schedule, with remote work options

• Professional development opportunities, including access to training and certifications

• Health, dental, and vision insurance options

• Paid time off and sick leave

• Performance-based bonuses