Latest Financial Consultant jobs in Burlington, MA

53 Financial Consultant Jobs in Burlington, MA

Healthcare Accounting/Financial Consultant ($70/Hr, Remote/WFH/Must be local to Maryland) Equity Staffing Group - Boston, MA, United States 5+ years of accounting and/or finance experience required. Needs to have experience managing 1 or more employees. Able to navigate... 7 days ago
Financial Planning Consultant (Required: Series 7/66 or 63/65 combo) (Remote: Pacific NW - MT, ID, WA, CA, OR, UT, CO) Avantax Planning Partners - Boston, MA, United States Position Summary Avantax Planning Partners is seeking a Financial Planning Consultant that will service a book of business provided by Avantax Planning Partners (APP). The Financial Planning 5 days ago
Financial Consultant - Smithfield, RI Fidelity Investments - Boston, United States Job Description: Phone Financial Consultant “Fidelity believes in, and is committed to, fair and consistent treatment for every associate and customer, and to creating a safe and respectful Competitive 7 days ago
Asset Management Consultant Infosys - Boston, MA, United States Infosys is seeking a Asset Management Business Analyst in Financial services domain . As a Consultant, you will be a key player in the consulting team that helps discover and define the problem 7 days ago
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- What are the roles and responsibilities for Financial Consultant?
- A Financial Consultant advises companies, governments, conglomerates, and investors on fiscal matters. Consultants use their knowledge of real estate, stocks, bonds, assets, risks, and investments to help their clients increase their personal earnings, business revenues, real estate holdings, or other financial returns.
  
  These professionals may call themselves by other titles including financial adviser, or financial analyst. Financial advisers utilize their skills in negotiating, networking, forecasting, and managing fiscal accounts to source prospective clients, promote monetary products, and offer quality service to clients.
  
  Consultants can earn good to very lucrative salaries. They work in financial institutions, businesses, their own consultant agencies, client homes and anywhere they can use their skills.
  
  A Financial Consultant usually performs many of the following tasks:
  
  • Helping clients set financial objectives
  • Advising customers on fiscal responsibilities
  • Evaluating investments
  • Advising on asset management
  • Helping clients source funding
  • Assisting patrons with planning for retirement
  • Working in real estate investment
  
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- What are the required skills for Financial Consultant?
- • Analyzing fiscal market data
  • Propensity for numeric and statistical data
  • Organizational responsibilities
  • Handling stress
  • Meeting deadlines
  • Consistency and quality
  • Being persuasive
  • Being able to network
  • Business shrewdness
  • Creating presentations and reports
  • Listening and communication
  • Developing a record of accomplishments
  • Technical and pecuniary know-how
  
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- Is my educational background ideal for Financial Consultant?
- Financial Consultants require a Bachelor's Degree in Finance or a Business related field. They must also procure the relevant job or consulting license to operate in their state. They may also possess certifications such as Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), or Chartered Financial Consultant (ChFC). A CPA or MBA is also valuable. These certifications give employers assurances in the expertise that they will be receiving. Consultants must be very up-to-date of economic trends and developments.
  A Financial Consultant may specialize in any of the following areas:
  
  •    Statistics
  •    Finance
  •    Economics
  •    Mathematics
  •    Accounts
  •    Business administration
  
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Commercial Real Estate Broker Hughes Marino - Boston, MA, United States . We provide all of our brokers with unprecedented levels of operations and subject matter area expert support from internal teams consisting of attorneys, financial analysts, construction experts, furniture 5 days ago
VP, Financial Consultant - Boston, MA Charles Schwab - Boston, United States culture and diverse set of career opportunities. As a Financial Consultant at Schwab, you will be procured with the practice of existing Schwab clients, providing them with wealth management and financial Competitive 7 days ago
Financial Planning Consultant (Required: Series 7/66 or 63/65 combo) (Remote: AL, GA) Avantax Planning Partners - Boston, MA, United States Position Summary Avantax Planning Partners is seeking a Financial Planning Consultant that will service a book of business provided by Avantax Planning Partners (APP). The Financial Planning 23 days ago
Senior, Business Analyst, Asset Management (Finance) QUANTEAM - North America (RAINBOW PARTNERS Group) - Boston, MA, United States As the founding entity of RAINBOW PARTNERS, Quanteam is a consulting firm specializing in the fields of Banking, Finance, and Financial Services. Guided by our core values of closeness, teamwork 9 days ago
Financial Consultant - Smithfield, RI Fidelity Investments - Boston, United States Job Description: Phone Financial Consultant “Fidelity believes in, and is committed to, fair and consistent treatment for every associate and customer, and to creating a safe and respectful Competitive 24 days ago
Wealth Management Consultant Northwestern Mutual - Braintree, MA, United States Job Summary: We are seeking a skilled Wealth Management Consultant to join our team. The ideal candidate will provide financial guidance to clients, analyze financial data, and assist in making 10 days ago

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