Financial Consultant Job at Sales Match, Jersey City, NJ

T3ZFbW1JRTBpaWZIT3F5V0Y2d29HSEU9
  • Sales Match
  • Jersey City, NJ

Job Description

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

  • Assess clients' financial situations, including income, expenses, debt, and assets
  • Provide personalized financial strategies based on client goals, risk tolerance, and market conditions
  • Offer advice on investment options, insurance products, and retirement planning
  • Help clients develop strategies for wealth accumulation, tax efficiency, and long-term financial security
  • Prepare and present financial plans, proposals, and reports to clients

  • Assist clients with budgeting, cash flow management, and debt reduction strategies
  • Monitor client financial portfolios and recommend adjustments to ensure continued alignment with goals
  • Stay informed on market trends, tax laws, and financial regulations to provide up-to-date advice
  • Build and maintain strong, trust-based relationships with 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

  • Professional development opportunities, including access to training and certifications
  • Health, dental, and vision insurance options

  • Paid time off and sick leave

  • Performance-based bonuses

Job Tags

Hourly pay, Remote job, Flexible hours,

Similar Jobs

St. Joe County Public Library

Full Time Library Assistant Job at St. Joe County Public Library

 ...Functions # Provide hands-on customer service. Assist patrons with library accounts and issuing library cards. Assist patrons in person or...  ...preferred. At least 2 years of work experience in a public library and/or retail. Hours Full time, (40 hour workweek... 

Veterans Employment

Field Service Engineer Job at Veterans Employment

 ...FIELD SERVICE ENGINEER/MEDICAL DEVICES: Field Service Engineer is responsible for on-site service, repair or troubleshooting of state of the art Medical Devices and Advanced Laboratory Diagnostics to customer sites in the territory. MAIN RESPONSIBILITIES: On-site... 

ParkerBeth

Project Manager Job at ParkerBeth

 ...drywall from preconstruction through project closeout. Youll step in during preconstruction, guiding coordination between estimating, BIM, prefab, safety, and purchasing teams. Once onsite execution begins, you'll oversee delivery, field coordination, change orders,... 

CDR Companies

Shelter Task Force Coordinator Job at CDR Companies

 ...The Shelter Task Force Coordinator supports disaster sheltering and housing transition efforts by working with local, state, tribal, and voluntary agencies. This role assesses sheltering needs, identifies recovery housing solutions, and ensures a survivor-centric approach... 

Vestas Wind Systems

Wind Turbine Service Site Technician II-Caney River, Kansas Job at Vestas Wind Systems

Vestas Wind Technology, Inc. Technician II Caney River, KS about 1 hour South/East of Wichita, KS WHO WE ARE At Vestas, we...  ..., and potential main component or blade work on wind turbines. During a typical day, you will work at heights and in confined...