financial consultant job

description
The financial consultant job description includes elements such as: financial
consultant responsibilities, financial consultant skills, financial consultant
qualities, financial consultant abilities, financial consultant experience,
financial consultant job tools, financial consultant working conditions
Other useful materials for financial consultant career:
financemanagement123.com/23-free-ebooks-for-finance-management
financemanagement123.com/215-free-finance-management-forms
financemanagement123.com/16-free-tools-for-finance-management
financemanagement123.com/top-84-finance-KPIs
financemanagement123.com/top-21-finance-job-descriptions
financemanagement123.com/100-finance-interview-questions-and-answers

Key duties/responsibilities for financial consultant

1. Ability to work directly with clients in and out of the office.
2. Serve as troubleshooter, and may handle and/or delegate routine service
procedures.
3. Upon client request, prepare paperwork to transfer ownership of assets to
trusts, estate, family members, etc.; handle or delegate IRA matters and
transactions in clients business retirement plans; provide information for
income taxes to clients or their tax preparers; serve as liaison between
clients and any outside service providers we may have recommended.
4. Place trades, handle market-related problems, margin issues, etc. with
personal clients and other Financial Consultant IIIs clients.
5. Assign tasks such as correspondence, account paperwork, etc. to staff to
prepare.
6. Work directly with personal clients in all aspects of their financial needs,
including researching and preparing proposals for investment
recommendations.

Key job qualifications for financial consultant

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BA/BS in Finance, Accounting, Economics or related degree

3+ years experience managing Finance functions and personnel
5-7 years experience in a financial budgeting and analysis responsibilities
Experience and understanding in corporate Information Technology cost
streams
Experience in Telco cost streams preferred
Expertise in MS Excel, MS Access and financial modeling
Experience with Hyperion systems preferred
Must possess a strong business ethic and thrive in a dynamic and changing
environment
Strong attention to details and a solid analytic skill base
Excellent communication skills including the ability to confidently interact
with executive management and aggressively manage deadlines and
deliverables

Format for financial consultant job description

A typical job description includes 4
main part as follows:
1. Job information
This part includes: job title, reporting
relationships, department, job
location, manager/supervisors title,
job code, purpose and objective of the
job.
2. List of main task
3. Contents of Job Specifications
Knowledg/education.
Skill requirements.
Experience.
Abilities. Ability include physical
ability, metal ability, aptitudes.
4. Contents of working conditions
Environmental conditions
Job hazards / safety
Machine, tools and equipments

KSA model in setting up job description

1. What is KSA model?
KSA model is a competency model of individual. KSA is the same KSAO.
KSA include Knowledge, Skills and Abilities (also called KSAs model) that an
applicant must have to perform successfully in the position.

2. Components of KSA:
Knowledge
A body of information needed to perform a task.
For example, Human Resources Knowledge include knowledge of personnel
recruitment, selection, training, compensation and benefits, labor relations and
negotiation, and personnel information systems.
Skills
Skills are the proficiency to perform a certain task.
For example, skill in operating computer peripherals such as printers.
Abilities
Abilities are an underlying, enduring trait useful for performing tasks.
For example, oral comprehension the ability to listen to and understand
information and ideas presented through spoken words and sentences.

Materials for financial consultant career:

Other useful materials for finance management
that available at financemanagement123.com
Top free ebooks for finance management
Top free tools and techniques for finance
management
Top skills for finance management
Top free finance job description templates
5 steps to writer write an effective finance job
description
12 tips to write finance job description
Top 12 tips for career development
Top 9 career path tips
Top 14 career objectives
Top 12 career promotion tips

Useful materials (continue)

Top 14 career objectives
Top 12 career promotion tips
Top 15 ways to search jobs
Top 7 cover letter samples
Top 8 resume samples
110 finance interview questions with
answers
13 types of interview questions and how
to solve them
11 performance appraisal methods
(includes appraisal templates and forms)
Top 28 performance appraisal forms
Top 12 salary negotiation tips
Top 9 tips to get high salary

Fields related to financial consultant:

The above job description can be used for fields as:
construction, manufacturing, healthcare, non profit, advertising, agile,
architecture, automotive, agency, banking, budget, building, business
development, consulting, communication, clinical research, design, software
development, product development, interior design, web development,
engineering, education, events, electrical, exhibition, energy, ngo, finance,
fashion, green card, oil gas, hospital, it, marketing, media, mining, nhs, non
technical, oil and gas, offshore, pharmaceutical, real estate, retail, research,
human resources, telecommunications, technology, technical, senior, digital,
software, web, clinical, hr, infrastructure, business, erp, creative, ict, hvac,
sales, quality management, uk, implementation, network, operations,
architectural, environmental, crm, website, interactive, security, supply chain,
logistics, training, project management, administrative management
The above job description also can be used for job title levels: entry level
financial consultant, junior financial consultant, senior financial consultant