Latest Financial Consultant jobs in Stamford, CT

77 Financial Consultant Jobs in Stamford, CT

Defined Contribution/Defined Benefit Implementation Consultant Kalos Consulting - Stamford, CT, United States as well as assume project ownership for assigned accounts. This role will compile and review prior DC/DB plan documents and present plan design to clients and financial advisors in addition to researching 7 days ago
Manager, McLagan Data and Analytics Aon Corporation - Stamford, Connecticut support to consultants regarding the interpretation of data and findings Maintain and update compensation and financial databases Employee Rewards Overview: Act as a trusted advisor for industry leading 23 days ago
Financial Services Consultant H2 Talent - , NY, United States to their unique needs. Qualifications: Bachelor's degree in Finance, Accounting, or a related field. Proven experience as a Cannabis Finance Consultant, preferably with experience in the cannabis industry. Strong 6 days ago
Financial Planning Consultant (Required: Series 7/66 or 63/65 combo) (Remote: AL, GA) Avantax Planning Partners - New York, NY, 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 Yesterday
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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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Financial Consultant - Plainview, NY Fidelity Investments - Plainview, United States Job Description: Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans Competitive 5 days ago
Financial Systems Consultant PERMEVO - New York, NY, United States We are seeking a motivated and detail-oriented Finance Systems Consultant to join our dynamic team. In this role, you will work closely... 7 days ago
IT Project Manager - Capital Markets (Fixed Income) QUANTEAM - North America (RAINBOW PARTNERS Group) - , NY, 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 6 days ago
Financial Consultant Empower - New York, 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 2 days ago
Financial Consultant Equitable Advisors - New York, NY, United States If you want to unlock your potential as a financial consultant, apply to join our team at Equitable Advisors! Equitable Advisors is one of the most respected and growing financial services companies 14 days ago
Financial Services Business Consultant - Contract-to-Hire ABeam Consulting - New York, NY, United States Financial Business Services Consultant - Contract-to-Hire At ABeam, you will be a part of the next digital revolution. ABeam's success is created from the contributions of each of our valued 14 days ago

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