Latest Financial Consultant jobs in Woodbury, MN

10 Financial Consultant Jobs in Woodbury, MN

Financial Planning Consultant (Required: Series 7/66 or 63/65 combo) (Remote: AL, GA) Avantax Planning Partners - Minneapolis, MN, 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
Financial Planning Consultant (Required: Series 7/66 or 63/65 combo) (Remote: Pacific NW - MT, ID, WA, CA, OR, UT, CO) Avantax Planning Partners - Minneapolis, MN, 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 18 days ago
Financial Consultant - Edina, MN Fidelity Investments - Edina, United States Job Description: Fidelity Investments’ Racial Equity & Diversity Pledge “Fidelity believes in, and is committed to, fair and consistent... Competitive 27 days ago
Entry level- Wealth Management Associate Equitable Advisors - Minneapolis, MN, 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 13 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 - Manufacturing & Logistics Consulting (Supply Chain focus) Cognizant - Minneapolis, MN, United States an organization of professional consultants in winning business and achieving financial targets Possessing a robust network of contacts and presence in professional organizations and industry forums Experience 15 days ago
Senior Transplant Medicare Cost Report Analyst Fairview Health Services - Minneapolis, Minnesota . The Senior Financial Analyst will serve as the Solid Organ Transplant primary internal consultant responsible for providing critical analytical support for regulatory and financial implications 3 days ago
Marketing Operations Analyst Dover Corporation - Arden Hills, MN, US , including PTO, holidays, parental leave, volunteer days and bereavement leave Financial 401(k) plan with automatic employer contributions starting on day one Profit Sharing options and a financial consultant 20 days ago
Investment Consultant - Oakdale, MN Fidelity TalentSource LLC - Oakdale, MN Job Description: Investment Consultant You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come 16 days ago
Supply Chain Separation Analyst Russell Tobin & Associates - Maplewood, MN What are we looking for in our Supply Chain Separation Analyst? Our client, a global company is seeking a Senior Financial Consultant - Supply Chain Separation. Location: 100% Remote Duration: 12 15 days ago
FP&A Consultant Creative Financial Staffing - Arden Hills, MN , this individual will enhance financial forecasting and analytical capabilities, support the annual budget/long-range plan, and contribute to the quarterly forecast process Additionally, this FP&A consultant $94,000 - $116,000/Year 11 days ago

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