Financial Consultant

원격

💰 재정

Financial Consultants work in either an office setting or as an independent contractor providing financial advice to business professionals to help ensure the organization stays financially healthy and meets all their budgetary goals. They may also work for individuals to help them make logical personal investments. Financial Consultants regularly assess an individual’s life changes and adjust their financial strategy accordingly to help them remain in good financial standing.

Financial Consultant은 무엇을 하나요?

A Financial Consultant, also known as a Financial Advisor, gives financial advice and guidance to individuals to help them meet their professional or personal goals and remain financially stable. Their main duties include building financial strategies for clients, providing financial advice on taxes, investments and retirement plans and staying updated on the changing economic conditions and financial markets.

책임

Financial Consultant은 다양한 업무 및 책임을 이행할 수 있어야 합니다. 다음은 Financial Consultant이 실행할 수 있어야 하는 몇 가지 업무 및 책임입니다.

Providing financial advice to clients based on their circumstances, appetite for risk and desired level of future investment growth
Analyzing client information and future financial projections to ascertain the best investment solutions and strategies for clients
Maintaining good relationships with existing clients and adapting their advice and strategies to meet unexpected changes in financial circumstances
Producing financial reports and communicating to clients what the figures mean
Meeting all regulatory requirements
Keeping up to date with the latest financial products and regulatory changes

필수 기술

경쟁력 있는 Financial Consultant은 다음을 포함한 특정 기술과 자격을 갖추고 있습니다.

Excellent interpersonal skills with an emphasis on actively listening to and understanding clients’ needs
Strong knowledge of a range of financial products, including insurance, pensions, savings, stocks etc.
Good understanding of relevant regulatory policies that govern the financial sector
Able to create financial projections and explain complex financial information clearly

유사한 제안

Financial Consultant과 관련된 직책을 모집하는 경우, 유사한 역할에 대한 직무 설명을 참조하세요:

Guidance Counselor