Financial Consultant

3 weeks ago


San Francisco, California, United States CBIZ Full time
Job Description

CBIZ is seeking a highly skilled Financial Consultant to join our team. As a key member of our advisory services team, you will be responsible for delivering top-level financial and employee business services to organizations of all sizes.

Key Responsibilities

  • Perform all aspects of client field work meeting client objectives as defined in scope of services under the direct supervision of senior consultant and above
  • Apply area of expertise relative to client engagements and perpetually build knowledge base and thus strengthening area of expertise
  • Execute solid analysis, delivering creative and practical solutions for client engagements
  • Deliver urgent responses to existing client inquiries
  • Attain revenue objectives
  • Adhere to engagement budget constraints and complete assigned tasks within the time requested
  • Maintain systems proficiency to enhance client services delivery
  • Participate in business development activities to include memberships in qualified organizations (alumni associations, chamber of commerce, networking groups, etc.) or regular business contacts with peers capable or eventually capable of referring potential engagements and cross serve opportunities
  • Responsible for meeting annual sales goals if applicable to position
  • Additional responsibilities as assigned

Required Qualifications

  • Bachelor's degree
  • 3 years of experience in related field
  • Must be able to work in a team environment
  • Presentation skills mandatory
  • Proficient use of applicable technology
  • Demonstrated ability to communicate verbally and in writing within all levels of an organization, both internally and externally
  • Must be able to travel based on client and business needs

Compensation

The hourly rate for this job in this market is $25.00-$150.00. The specific compensation for this role will be determined based on the education, experience, and skill set of the individual selected for this position.

The compensation above is not representative of an employee's total compensation. Beyond income, you have access to comprehensive medical and dental insurance, retirement savings, life and disability insurance, health care and dependent care reimbursement accounts, certification incentives, education assistance, referral program and much more.

Equal Opportunity Employer

CBIZ is an affirmative action-equal opportunity employer and reviews applications for employment without regard to the applicant's race, color, religion, national origin, ancestry, age, gender, gender identity, marital status, military status, veteran status, sexual orientation, disability, or medical condition or any other reason prohibited by law.



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