![augmentjobs](https://media.trabajo.org/img/noimg.jpg)
Financial Consultant
1 month ago
Job Description:
As a Financial Consultant, you will work closely with clients to understand their financial needs, goals, and aspirations. You will provide expert advice on investment strategies, retirement planning, risk management, and other financial matters to help clients make informed decisions. You will also be responsible for building and maintaining client relationships, staying updated on market trends, and ensuring compliance with industry regulations.
Key Responsibilities:
Client Consultation: Meet with clients to assess their financial situation, goals, and needs. Develop and present personalized financial plans and strategies to achieve their objectives.
Investment Advice: Provide guidance on investment opportunities, portfolio management, and asset allocation to optimize client returns and manage risk.
Financial Planning: Assist clients with retirement planning, tax strategies, estate planning, and other financial matters to ensure comprehensive financial health.
Market Research: Stay informed about financial markets, economic trends, and regulatory changes to offer timely and relevant advice to clients.
Relationship Management: Build and maintain strong client relationships through regular communication, follow-ups, and personalized service.
Compliance: Ensure all financial practices and recommendations comply with industry regulations and company policies.
Reporting: Prepare and present detailed financial reports and analyses for clients, highlighting key performance indicators and progress towards goals.
Qualifications:
Bachelor's degree in Finance, Accounting, Business Administration, or a related field. A Master's degree or relevant certifications (e.g., CFP, CFA) is a plus.
Proven experience as a Financial Consultant or similar role, with a track record of successful client relationships and financial planning.
Strong knowledge of financial products, investment strategies, and market trends.
Excellent analytical, problem-solving, and communication skills.
Ability to work independently and manage multiple client accounts effectively.
Proficiency in financial software and tools, with strong MS Excel skills.
Benefits:
- Competitive salary with performance-based bonuses
- Health, dental, and vision insurance
- Retirement savings plan with company match
- Paid time off and holidays
- Professional development opportunities
- Flexible work arrangements (if applicable)
-
Outbound Financial Consultant
7 days ago
Phoenix, Arizona, United States Edelman Financial Engines Full timeOutbound Financial Consultant At Edelman Financial Engines, we are dedicated to empowering individuals to enhance their financial futures. We recognize that financial assets represent the culmination of years of effort and aspirations for our clients and their families. Our clients rely on us to navigate their financial journeys with empathy, integrity,...
-
Outbound Financial Solutions Consultant
2 days ago
Phoenix, Arizona, United States Edelman Financial Engines Full timeOutbound Financial Solutions Consultant At Edelman Financial Engines, we believe in empowering individuals to enhance their financial journeys. We understand that financial assets are not just numbers; they symbolize the aspirations and hard work of our clients and their families. Our clients rely on us to provide guidance with empathy, integrity, and...
-
Strategic Financial Consultant
7 days ago
Phoenix, Arizona, United States Vaco Full timeFinancial Planning & Analysis Consultant Overview:We are looking for a skilled and proactive professional to join our team as a Financial Planning & Analysis (FP&A) Consultant. In this role, you will work closely with clients to provide thorough financial planning and analytical services. This position offers a unique chance for a strategic finance expert to...
-
Future Financial Consultant
1 week ago
Phoenix, Arizona, United States Old Mutual Group Full timeJoin Old Mutual as a Future Financial ConsultantOld Mutual is committed to harnessing the potential of the African continent, and our diverse workforce embodies this belief.About the RoleWe are in search of driven and enthusiastic individuals who possess a strong entrepreneurial mindset to become part of one of Africa's premier insurance firms.The primary...
-
Financial Analyst Consultant
2 months ago
Phoenix, United States Vaco Full timeFP&A Consultant Job Description: We are seeking a dynamic and experienced professional to join our team as an FP&A (Financial Planning & Analysis) Consultant. As an FP&A Consultant, you will collaborate with clients to deliver comprehensive financial planning and analysis services. This is an exciting opportunity for a strategic financial professional to...
-
Lead Financial Consultant
7 days ago
Phoenix, Arizona, United States Vaco Full timePosition Overview:We are looking for a meticulous and experienced professional to join our organization as a Senior Accountant Consultant. In this vital role, you will be responsible for overseeing various elements of the accounting operations. This role presents a fantastic opportunity for a candidate with established accounting knowledge to make a...
-
Nonprofit Financial Leadership Consultant
7 days ago
Phoenix, Arizona, United States 100 Degrees Consulting LLC Full timePosition: Nonprofit Financial Leadership ConsultantCompany: 100 Degrees Consulting LLCLocation: RemoteAbout Us: 100 Degrees Consulting LLC specializes in providing comprehensive CFO and bookkeeping solutions tailored for visionary nonprofit leaders. Our mission is to empower nonprofit organizations worldwide by delivering exceptional financial services,...
-
Financial Analyst Consultant
2 weeks ago
Phoenix, United States Vaco Full timeWe are seeking a dynamic and experienced professional to join our team as an FP&A (Financial Planning & Analysis) Consultant! As an FP&A Consultant, you will collaborate with clients to deliver comprehensive financial planning and analysis services. This is an exciting opportunity for a strategic financial professional to contribute to our clients' success...
-
Financial Analyst Consultant
3 months ago
Phoenix, United States Vaco Full timeWe are seeking a dynamic and experienced professional to join our team as an FP&A (Financial Planning & Analysis) Consultant! As an FP&A Consultant, you will collaborate with clients to deliver comprehensive financial planning and analysis services. This is an exciting opportunity for a strategic financial professional to contribute to our clients' success...
-
Financial Advisor
3 months ago
Phoenix, United States Strategy Financial Group Full timeFinancial AdvisorAre you looking to expand your career and be part of a successful team? Are you driven, self-motivated, and customer-focused? If you enjoy working closely with clients, developing long-term relationships, constantly challenging yourself, and providing superior customer service and expertise, we would like to talk to you! Strategy Financial...
-
Phoenix, United States Marsh & McLennan Companies Full timeAt Mercer, our purpose is to make a positive difference in peoples lives by helping advance their health, wealth, and careers. Mercer is seeking candidates for the Government Healthcare Financial Consultant position located in Phoenix, Atlanta, or M Financial Consultant, Healthcare, Government, Health, Financial, Consultant
-
Government Healthcare Financial Consultant
3 months ago
Phoenix, Arizona, United States Mercer Full timeAt Mercer, our purpose is to make a positive difference in people's lives by helping advance their health, wealth, and careers. Mercer is seeking candidates for the Government Healthcare Financial Consultant position located in either our Phoenix or Minneapolis office.Government Healthcare Financial ConsultantWhat can you expect?We specialize in assisting...
-
Government Healthcare Financial Consultant
3 months ago
Phoenix, United States Marsh & McLennan Companies Full timeCompany: Mercer Description: At Mercer, our purpose is to make a positive difference in people's lives by helping advance their health, wealth, and careers. Mercer is seeking candidates for the Government Healthcare Financial Consultant position located in either our Phoenix or Minneapolis office. Government Healthcare Financial Consultant What can you...
-
Oracle Financial Solutions Consultant
1 week ago
Phoenix, Arizona, United States Avance Consulting Full timeJob Title: Oracle Financial Solutions ConsultantCompany: Avance ConsultingPosition Type: PermanentJob Overview:We are seeking a seasoned professional with a robust background in Information Technology, specifically in Oracle Cloud Financials. The ideal candidate will possess a minimum of 11 years of relevant experience and demonstrate a profound...
-
Financial Services Consultant
1 week ago
Phoenix, Arizona, United States Staff My Agency Full timeAre you a motivated individual with the following characteristics?DrivenInnovativeReceptive to feedbackEffective communicatorDisciplinedGenuineIf so, explore a fulfilling career with Staff My Agency, where you can make a meaningful difference in the lives of families every day.Supported by a leading organization in the financial services sector, we are...
-
Senior Government Healthcare Financial Consultant
3 months ago
Phoenix, United States Marsh McLennan Companies Full timeDescription: At Mercer, our purpose is to make a positive difference in people’s lives by helping advance their health, wealth, and careers. Mercer is seeking candidates for the Government Healthcare Financial Consultant position located in Phoenix, Atlanta, or Minneapolis. Sr. Government Healthcare Financial Consultant What can you expect?...
-
Financial Planning Advisor
2 days ago
Phoenix, Arizona, United States Edelman Financial Engines Full timeOutbound Investment Advisor At Edelman Financial Engines, we are dedicated to empowering individuals to enhance their financial journeys. We recognize that financial assets are not just numbers; they embody the aspirations and hard work of our clients and their families. Our clients rely on us to provide guidance with empathy, integrity, and innovation. We...
-
Financial Solutions Consultant
7 days ago
Phoenix, Arizona, United States Bank of America Full timePosition Title: Financial Solutions ConsultantLocation: Phoenix, ArizonaJob Overview:At Bank of America, our mission is to enhance financial well-being through meaningful connections. We prioritize Responsible Growth, which reflects our commitment to our clients, employees, communities, and shareholders.We strive to create an inclusive and diverse workplace,...
-
Financial Services
3 weeks ago
Phoenix, United States Global Financial Impact - Marco Esquivel Full timeJob DescriptionJob DescriptionFinancial Professional - RepresentativeA financial professional who helps clients and business achieve their financial goals by providing advice and solutions. They act as a liaison between clients and financial institutions and have a thorough understanding of financial products and services such as, insurance and retirement...
-
Financial Aid Consultant
1 week ago
Phoenix, Arizona, United States Arizona College of Nursing Full timeWhy Join Our Team:Arizona College of Nursing is expanding, and we are looking for a Financial Aid Consultant to become a part of our dedicated team.This role operates Monday through Friday, from 8:00 AM to 5:00 PM, and is entirely on-site.What We Offer:Attractive compensation along with opportunities for career advancement.A vibrant organizational culture...