Latest Financial Consultant jobs in Sandwich, MA

40 Financial Consultant Jobs in Sandwich, MA

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Financial Consultant - 2024 Recent College Graduates Northwestern Mutual - Braintree, MA, United States Building and maintaining solid relationships with clients, understanding their financial goals, risk tolerance and investment preferences... 8 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 9 days ago
Financial Consultant Empower - Quincy, United States that matter to you and experience a truly inclusive work environment. Your future starts now. What you will do As a Financial Consultant (Retirement Consultant) you will be part of our growing Empower Personal Competitive 10 days ago
Wealth Advisor Corient - Boston, MA, United States Consultant or similar role, with a strong background in investments. CFP, CFA, CPA, JD, or MBA required. Proficiency in financial analysis tools, advanced Excel skills, and excellent communication abilities 3 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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Director/VP Project Finance The Green Recruitment Company - Boston, MA, United States strategies and opportunities. Solicit and review prospective term sheets from tax equity investors and lenders, propose solutions to senior management. Review and design financial models, ensuring inputs 12 days ago
Financial Consultant - Smithfield, RI Fidelity Investments - Newport, 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 10 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 18 days ago
Financial Advisor Equitable Advisors - Boston, MA, 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 15 days ago
Finance Consultant Point32Health - Canton, Massachusetts The Market Finance Consultant serves as the key financial business partner with Line of Business leaders to support the optimization of financial outcomes of the business. The position 6 days ago
Entry Level - Wealth Management Advisor - New England Equitable Advisors - Wellesley, MA, 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 15 days ago

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