Financial Consultant

2 weeks ago


Maitland, United States CareerBuilder Full time

Job Description

Job Description

Financial Consultant - Job Posting
Financial Consultant About the Job: Apex Brokers, a leading company in the Financial Services industry, is seeking a skilled and dedicated Financial Consultant. This full-time position is exclusively available for students who are eager to gain hands-on experience in the field. As a Financial Consultant at Apex Brokres, you will be located within the Debt/Credit Repair department, providing support in various accounting and administrative tasks.
Duties and Responsibilities:

Assist clients in the development of financial plans and strategies
Conduct comprehensive financial analysis and risk assessments
Create personalized budgets and financial forecasts
Provide advice on debt management and credit repair
Recommend suitable investment opportunities
Collaborate with other departments to ensure accurate financial reporting
Generate financial reports and statements
Review and analyze financial documents and data
Maintain up-to-date knowledge of industry regulations and compliance
Assist in the administration of financial contracts and agreements
Handle financial documentation and record-keeping
Requirements:

Strong analytical and problem-solving skills
Proficient in financial software and tools
Excellent knowledge of accounting principles and practices
Attention to detail and high level of accuracy
Ability to communicate complex financial concepts to clients
Strong organizational and time management skills
Exceptional interpersonal and customer service skills
Ability to work effectively in a team-oriented environment
Capacity to handle confidential and sensitive information with integrity
Prior experience in financial consulting is a plus

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