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CAREERS
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Financial Consultant Career Overview
Financial consultants work with clients to develop individualized financial plans for savings, retirement, investments and insurance. They spend much of their time marketing their business and recruiting new clients. Many become both certified in financial planning and licensed to sell financial products.
Financial Consultant Job Description
Financial consultants work with companies or individuals to plan for their financial futures by offering information and guidance on topics that include taxes, investments and insurance decisions. Often called financial advisers, these consultants work closely with clients to offer personalized financial advice. Consultants may also direct the buying and selling of stocks and bonds for their clients. Some consultants work for consulting firms that focus on the financial needs of specific businesses or industries.
Duties of a Personal Financial Advisor
Consultants meet personally with clients to assess their financial situation to present a financial plan that includes both short- and long-term financial goals. Consultants help clients with financial planning decisions for retirement, education, day-to-day expenses and investments. They meet regularly with clients to assess how life changes such as marriage, job change or the birth of a child will affect the client's financial plan. In addition, many consultants are licensed to buy and sell financial products such as insurance policies, stocks and bonds.
Consultants spend much of their time reaching out to prospective clients and building a strong customer base. This means consultants often travel or work non-traditional hours to meet with clients in their homes or businesses. Consultants may also offer financial planning classes or seminars to reach out to potential clients.