Financial Consultant Job Description Template

Use this Financial Consultant job description template to advertise the open roles for free using You can use this template as a starting point, modify the requirements according the needs of your organization or the client you are hiring for.

Financial Consultant Job Description Template


Job Brief

We are looking for a Financial Consultant to provide guidance on investment decisions, cash management and day-to-day company expenses.

Financial Consultant responsibilities include forecasting costs and revenues, conducting risk analyses for financial plans and evaluating capital expansion options (e.g. funding or loans.) To be successful in this role, you should have a Finance or Accounting degree and relevant work experience as a Financial Adviser to large clients.

Ultimately, you will help us maintain our company’s financial health.


  • Assess 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 related field
  • Additional certification (e.g. CFP or CFA) is a plus

What does Financial Consultant do?

A Financial Consultant is responsible for providing professional advice and guidance to clients regarding their financial matters. On a day-to-day basis, their tasks may include:

  1. Meeting with clients: Conducting meetings with clients to understand their financial goals, needs, and risk tolerance.

  2. Assessing financial situations: Analyzing clients' financial situations by reviewing their income, expenses, assets, and liabilities.

  3. Developing financial plans: Creating personalized financial plans based on clients' goals, needs, and risk tolerance.

  4. Providing investment advice: Offering recommendations and guidance on investment options, such as stocks, bonds, mutual funds, and real estate.

  5. Conducting research: Staying updated on market trends and conducting research on investment opportunities to provide informed advice to clients.

  6. Managing portfolios: Monitoring and managing clients' investment portfolios, making adjustments as needed to align with their goals and market conditions.

  7. Assisting with tax planning: Providing recommendations on tax-efficient investing and strategies to minimize tax liabilities.

  8. Educating clients: Educating clients on financial concepts, investment strategies, and risk management techniques to help them make informed decisions.

  9. Collaborating with other professionals: Collaborating with other professionals, such as tax advisors, lawyers, and insurance agents, to provide comprehensive financial solutions to clients.

  10. Maintaining records: Keeping accurate records of client interactions, financial plans, and investment transactions.

Each day may vary depending on client needs, market conditions, and ongoing projects, but these tasks provide a general idea of what a Financial Consultant might do on a regular basis.

Financial Consultant Job Description Examples

Vp, Financial Consultant - Leawood, Ks• Charles Schwab Inc.

Your Opportunity

Are you ready for a career worth owning? One that challenges the status quo? We want you to bring your positivity, curiosity, drive, and passion for delighting clients to the Schwab Financial Consultant position. You will be part of a diverse national network of skilled Financial Consultants, who are crafting and growing, their practices, while driving successful outcomes for....

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Financial Services Consultant• Top Flight Financial

We are a full-fledged wealth and financial consulting firm. We represent just about every major financial company in North America. Role consists of helping a wide range of clientele with full fledged financial planning and consulting. Consultants typically start with us on a limited part time basis with potential immediate leadership advancement.We utilize every aspect of the financial... ind...

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Independent Financial Advisor (Entry Level, Wfh)• Vimala Financial Services

We are currently seeking motivated individuals to join our team as fully remote financial advisors. No previous experience is required for this entry-level position.

Our remote office features daily trainings to educate you and train on how to present the business as well as how earn referrals from ongoing client relationships. In our office you will join a goal-oriented team that is fully... ...

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Dynamics Ax 365 Finance Consultant• Quantum Dynamics

Quantum Dynamics is a Microsoft Dynamics Certified Partner specializing in Dynamics AX and Dynamics 365 F&O. We believe in establishing long-term relationships with our clients and long-term careers for our employees.

We are looking for a Dynamics AX/D365 Functional Consultant with experience in Finance to join our growing team...

In this role you will work with clients to analyze their bus...

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