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.

What responsibilities are common for Financial Consultant jobs?
  • Create long term goals for the client
  • Develop financial plans for the client
  • Monitor financial health of clients
  • Create different investment plans for clients
  • Prepare financial analysis and reports
  • Keep up to date on the latest market trends and information
  • Develop a tax strategy for clients
  • Advise clients on capital investments
What are the typical qualifications for Financial Consultant jobs?
  • Bachelor's degree in finance or accounting
  • Incredible math skills
  • Ability to connect with clients
  • Excellent attention to detail
  • Incredible analytical and problem solving abilities
  • Ability to accurately predict market trends
  • Deep knowledge of the financial industry and regulations
  • Deep knowledge of investing
  • Ability to analyze a client's financial situation
Work/Life Balance
3.7 ★
Total Pay--
Career Opportunity
3.7 ★
Avg. Experience2-4 years

How much does a Financial Consultant make?

Financial Consultant Career Path

Learn how to become a Financial Consultant, what skills and education you need to succeed, and what level of pay to expect at each step on your career path.

Financial Consultant

Years of Experience Distribution

0 - 1
2 - 4
5 - 7
Not including years spent in education and/or training

Financial Consultant Insights

Read what Financial Consultant professionals have to say about their job experiences and view top companies for this career.
Pure Financial AdvisorsPure Financial Advisors
Financial Consultant
Sep 3, 2021

“I work with a group of committed and brilliant individuals who have provided me with continual inspiration throughout my career.”

Fidelity InvestmentsFidelity Investments
Financial Consultant
Jun 6, 2021

“If you’re getting into the industry and can’t find anyone to hire you this is a great place to start.”

Utah First Federal Credit UnionUtah First Federal Credit Union
Financial Expert
Aug 2, 2022

“Not for some but if you want to make lots of money this is a great institution to do so.”

Advisors Alliance GroupAdvisors Alliance Group
Financial Consultant
Aug 26, 2021

“This allows me to have a flexible schedule which I can optimise my time fully.”

PHP AgencyPHP Agency
Financial Consultant
Dec 17, 2020

“motivational and great career opportunities”

AXA SingaporeAXA Singapore
Financial Consultant
Aug 16, 2021

“Infrastructure is quite robust and sales support is top notch.”

HDFC Standard Life InsuranceHDFC Standard Life Insurance
Finance Consultant
Nov 1, 2021

“Good Incentives and Bonuses.”

Finance Consultant
Sep 30, 2020

“I can say Accenture is good company in corporate sector but recently they did layoff many peoples”

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Financial Consultant Interviews

Frequently asked questions about the roles and responsibilities of a Financial Consultant

The most similar professions to Financial Consultant are:
  • Financial Analyst
  • Financial Manager
  • Finance Manager
  • Controller

Related Careers

Financial Analyst
No skills overlap
Financial Manager
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Finance Manager
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Financial Consultant Jobs