Financial consultant Job Profile and Description

A financial consultant is one who provides advisory services to customers on financial products. The job of the financial consultant typically revolves around investment options for saving, retirement and insurance that is suggested to the customers on the basis of age and investment requirement. The advisory services offered by a financial consultant are customized to suit the financial goals of the customers.

Financial consultant Duties and Responsibilities

The duties and responsibilities of a financial consultant include:

  • Meet the clients to assess their age and financial goals before offering financial advice.


  • Help the client in attaining proper financial planning by suggesting options that are available for short term, medium term and long term requirements.

  • A financial consultant also has the duty to keep the customers informed about changes taking place in the financial market and investments of the customers as well.

Financial consultant Skills and Specifications

The skills and specifications that are required of a financial consultant are specified here below:

  • Good finance related research skills.

  • Good relationship management and people management skills.

  • Good communication skills both written and oral.

  • Ability to organize work in a proper and professional manner.

  • Good problem solving and analytical skills that help in proper financial calculations.

  • Should have good ethical values so that customers’ personal interests are given priority.

Financial consultant Education and Qualification

The education and qualification requirements for a financial consultant are:-

  • A Bachelor’s degree in the field of finance, mathematics, business studies or economics is preferable.

  • A master’s degree in finance is an added advantage.

  • Obtaining certified financial analyst certification gives and higher cadre better job opportunities.

Financial consultant Salary

The average salary of a financial consultant can vary anywhere between $70,000 to $85,000 per annum and increases according to specialized education and experience acquired over a period of time.

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