Job Title: Remote Financial Consultant
Hourly Pay: $50 - $90/hour
Summary:
We are seeking an experienced Financial Consultant to provide expert advice and guidance on a wide range of financial matters, including investments, retirement planning, risk management, and estate planning. This role involves working with individual clients or businesses to develop comprehensive financial strategies that help them achieve their financial goals. If you have a strong background in financial consulting and a passion for helping others make informed financial decisions, this is the ideal position for you.
Job Responsibilities
Prepare and present financial plans, proposals, and reports to clients
Qualifications
Bachelor’s degree in Finance, Economics, or a related field (CFP or CFA preferred)
4+ years of experience in financial consulting or advisory services
Strong understanding of financial planning tools, investment products, and tax strategies
Excellent communication, interpersonal, and presentation skills
Ability to tailor financial advice to meet individual client needs
Proven track record of successfully managing client portfolios and helping them achieve financial goals
Proficiency with financial planning software and Microsoft Office
Perks & Benefits
Competitive hourly pay: $50 - $90
Flexible work schedule, with remote work options
Health, dental, and vision insurance options
Paid time off and sick leave
Performance-based bonuses
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