Latest Financial Consultant jobs in Philadelphia, PA

25 Financial Consultant Jobs in Philadelphia, PA

Financial Planning Consultant (Required: Series 7/66 or 63/65 combo) (Remote: AL, GA) Avantax Planning Partners - North Philadelphia, PA, 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 14 days ago
Financial Consultant Equitable Advisors - Philadelphia, PA, United States With a wide range of successful financial professionals, prior educational focus and professional background does not necessarily dictate... 27 days ago
Financial Consultant uFinancial Group - Philadelphia, US Are you a natural leader and communicator? Do you have history as a former student athlete or greek life executive? As a Financial Consultant with uFinancial Group , you will work directly with real More than 30 days ago
Senior Vice President - Finance and Accounting JEVS Human Services - Philadelphia, PA, United States with high quality information essential to informed decision- making. Ensure successful and timely integration of all new programs and executed acquisitions into the JEVS financial organization. Financial 9 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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Executive Vice President - Planning & Development Philadelphia Housing Authority - Philadelphia, PA, United States of projects. The position requires regular, proactive communication and interaction with PHA senior management and staff, contractors, financial analysts, engineering and architectural consultants, development 20 days ago
Principal Consultant Blue Fin Group - Philadelphia, Pennsylvania and challenges relevant to project and raising pertinent and probing questions. Consulting Services Delivery Assist in development of business plan components, such as financial models Achieve minimum utilization 14 days ago
Wealth Management Advisor Equitable Advisors - Philadelphia, PA, United States and support the pursuit of professional designations that are recognized and respected by clients and others in the industry, including CFP®, Chartered Financial Consultant and Chartered Life Underwriter 27 days ago
Financial Services Account Lead/Program Manager CapTech Consulting - Philadelphia, Pennsylvania a team of account managers to ensure consistent account management practices and total account health in financials, delivery, and people. Provide mentoring, development opportunities, and performance 22 days ago
Financial Planning Associate (Entry & Associate Level) Equitable - Bala-Cynwyd, PA, United States by sharpening their skills. We encourage pursuit of professional designations including CERTIFIED FINANCIAL PLANNER™ (CFP®) Professional and Chartered Financial Consultant (ChFC). In partnership with Columbia 20 days ago
Wealth Management Consultant Equitable - Bala-Cynwyd, PA, United States by sharpening their skills. We encourage pursuit of professional designations including CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and Chartered Financial Consultant (ChFC). In partnership with Columbia 29 days ago

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