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What does a Financial Consultant do?

A financial consultant is responsible for creating financial plans for organizations and individuals alike. They are responsible for ensuring that the organization accomplishes their financial goals through various means. A few of the main duties of a financial consultant are developing financial strategies, monitoring the financial situation, forecasting the fiscal year, and giving clients different options. They also have to create in-depth reports on the organization's financial state. Some of the jobs titles that a financial consultant could grow into are director of finance and chief financial officer.

A financial consultant should have five years of experience as well as a Bachelor's degree in finance. One of the most important skills that a financial consultant will have is great attention to detail. Another skill is finance skills as the financial consultant will have to be able to help the organization create financial plans. They also need to be able to effectively communicate with everyone in their department.

Average Years of Experience

0 - 1

27%

2 - 4

41%

5 - 7

6%

8+

26%

Common Skill Sets

Excellent Communication

Credibility

.NET

Series 63

Computer Literacy

Series 65

Oracle ERP Cloud

Attention To Detail

Financial Consultant Seniority Levels

Financial Analyst

8% made the transition

Budget Analyst

6% made the transition

See Career Path

Financial Consultant Salaries

Glassdoor Estimated Salary

Financial Consultant Jobs

Financial Consultant Interviews

See all financial consultant interviews