Financial Consultant

As a Financial Consultant , you will play a pivotal role in helping our clients make informed financial decisions and achieve their financial goals. You will provide expert guidance on investments, retirement planning, estate planning, and other financial matters, tailoring your recommendations to each client's unique needs.

Responsibilities:

• Assess the company’s financial status
• Analyze investment plans
• Source and evaluate capital expansion options, including loans and funding
• Advise on selling and buying stocks and bonds
• Forecast revenues and costs and report any discrepancies
• Analyze market trends and identify risks and opportunities
• Manage current and future tax payments
• Monitor financial procedures and ensure compliance with the law
• Provide solutions and set goals to increase profitability
• Review day-to-day transactions to identify areas of improvement

• Proven work experience as a Financial Consultant, Financial Adviser or similar role
• Hands-on experience with accounting software and statistical packages
• Good knowledge of fiscal policies
• Excellent analytical skills, along with the ability to create detailed reports and spreadsheets
• Attention to detail
• Confidentiality
• BS degree in Finance, Accounting, Economics or a related field
• Additional certification (e.g. CFP or CFA) is a plus