Financial Consultant Duties & Responsibilities

The role and function of a Financial Consultant includes the following duties and responsibilities:

Developing financial plans to help clients achieve their long-term and short-term financial goals.
Advising clients on taxes, retirement planning, investments, and insurance decisions, depending on their financial goals.
Monitoring financial markets and economic conditions.
Soliciting new clients through cold-calling, emailing, advertising, and seminar-hosting.
Communicating with accountants, real estate agents, attorneys, and other professionals to verify information.
Assessing how certain life changes and financial status changes affect clients’ financial plans and adjusting such plans accordingly.
Traveling to clients’ homes and places of business to consult with them.
Researching suitable investment opportunities for clients.

Note that this is not an exhaustive list of Financial Consultant duties and responsibilities. Job functions for specific Financial Consultant roles may vary, depending on the industry and type of employer.

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