Latest Financial Consultant jobs in Wilmington, DE

25 Financial Consultant Jobs in Wilmington, DE

Financial Consultant - Wilmington, DE Fidelity Investments - Wilmington, Delaware 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 2 days ago
Investments Operations Consultant Fidelity Investments - Wilmington, Delaware 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 2 days ago
Financial Consultant Equitable Advisors - Philadelphia, PA, United States · Ability to specialize in numerous areas from being a Certified Financial Planner, to a junior or senior partner in a firm model,... 8 days ago
Monetary Strategy and Planning Consultant Fidelity Investments - Wilmington, Delaware 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 2 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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Wealth Management Consultant Fidelity Investments - Wilmington, Delaware 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 2 days ago
Healthcare Accounting/Financial Consultant ($70/Hr, Remote/WFH/Must be local to Maryland) Equity Staffing Group - North Philadelphia, PA, United States 5+ years of accounting and/or finance experience required. Needs to have experience managing 1 or more employees. Able to navigate... 4 days ago
Financial Representative Fidelity Investments - Wilmington, Delaware 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 2 days ago
Financial Planner Fidelity Investments - Wilmington, Delaware 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 2 days ago
Senior Program Manager Philadelphia Housing Authority - Philadelphia, PA, United States and directs consultants and vendors i.e. attorneys, financial consultants, market analysts, architects, environmental analysts. Manages and directs demolition, disposition and acquisition, syndication 6 days ago
Financial Services Representative Fidelity Investments - Wilmington, Delaware 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 2 days ago

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