Our platform connects professionals with part-time opportunities in the gig economy, offering a centralized hub for high-quality, flexible side gigs. At SideRamp, we streamline the process of discovering and applying for freelance and part-time work, ensuring a seamless experience for our users.
Consultant
We are looking for a dedicated Consultant to join a leading financial advisory firm specializing in wealth management and investment strategies. As a Finance Consultant, you will play a crucial role in providing expert guidance and recommendations to clients on financial planning, investment portfolios, and risk management strategies. Your responsibilities will include conducting detailed financial analyses, developing personalized solutions, and presenting your findings in clear, concise terms to clients.
Responsibilities
Conduct thorough financial assessments to evaluate clients' current financial status and future objectives.
Develop tailored investment strategies based on clients' risk tolerance, time horizon, and financial goals.
Continuously monitor and adjust investment portfolios to meet clients' evolving needs.
Provide strategic advice on tax planning, retirement planning, estate planning, and other financial matters.
Stay informed about market trends, economic indicators, and regulatory changes to provide up-to-date recommendations to clients.
Collaborate with internal teams and external partners to deliver comprehensive financial solutions.
Requirements
Bachelor's degree in Finance, Economics, Business, or a related field.
Minimum of 3 years of experience in financial consulting, wealth management, or a related field.
Strong knowledge of investment products, financial markets, and regulatory requirements.
Professional certification such as CFP, CFA, or equivalent is preferred.
Excellent analytical skills with the ability to interpret complex financial data.
Effective communication skills focused on building trust and rapport with clients.
Employment Type: Full-Time
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Finance and Sales
Industries
Human Resources Services
Referrals increase your chances of interviewing at Get It Recruit - Finance by 2x