Financial Consultant Job Description Template

Financial Consultant

[Intro Paragraph] Start by discussing why your firm is a great place to work. Describe the company culture, mission, values, and any awards your team has won. Driven financial consultants will want to grow at your company, so share any professional development initiatives your firm offers, such as trainings, mentorship programs, and professional development stipends. It’s also helpful to showcase your firm’s dedication to career advancement and the career trajectory for financial consultants.

Financial Consultant Job Responsibilities: Use this section of your financial consultant job description to note the main job responsibilities at your firm. Include a detailed list so candidates can determine whether they are interested in the day-to-day work and have the necessary hard and soft skills.

Financial consultants typically advise clients on a range of financial services and decisions, including budgeting, saving for big purchases, retirement planning, investing, and trust and estate planning. Mention the types of advice your financial consultants provide so that qualified candidates apply. Here are some common financial consultant job responsibilities to get you started:

• Helps clients create financial plans to achieve their goals.
• Answers financial questions and addresses concerns.
• Responds to client calls and emails promptly.
• Builds long-term client relationships.
• Brings in new clients and manages a book of business.
• Analyzes market and economic trends.
• Stays up to date on relevant government policies.
• Maintains client confidentiality.
• Collaborates with other financial planners.

[Work Hours and Benefits] Specify whether you’re hiring a part-time or full-time financial consultant. Mention whether the financial consultant would need to travel to clients and work non-traditional hours and weekends. After covering the logistics, share the benefits offered for the role, such as health insurance, dental insurance, a 401(k) with matching, paid time off, paid parental leave and commuter benefits. If you know the salary range, it’s helpful to include it so candidates can determine whether they are interested in applying.

Financial Consultant Qualifications and Skills: Use these sections of your financial consultant job description to share the qualifications. Some candidates will apply only if they meet all the qualifications, so you’re likely to have more applicants if you denote what is preferred versus required. For example, you might want to include:

• Develops strong client relationships and has excellent client services skills.
• Communicates financial information clearly and has strong written and verbal communication skills.
• Manages multiple client accounts simultaneously and has good time-management skills.
• Works well independently and with colleagues.

Education and Experience Requirements:

• A bachelor’s degree in finance, economics, business, accounting, or a related major is required.
• A master’s degree in finance, economics, business, accounting, or a related major is a plus.
• A Certified Financial Planner (CFP) license is required.

[Call to Action] You’re likely to get more applicants if you end your financial consultant job posting with a strong call to action. For example, you could invite candidates to apply and provide instructions for applying from the job board or your website. It’s helpful to include the next steps in the hiring process and the intended timeline so candidates know what to expect.