Financial Consultant (Remote – USA)

Job Description

We are seeking a results-driven Financial Consultant to join our team on a remote basis within the United States. The ideal candidate will provide expert financial advice, develop customized financial strategies, and help clients achieve their short- and long-term financial goals while maintaining strong client relationships.

Key Responsibilities

• Assess clients’ financial situations, goals, and risk tolerance
• Develop and present personalized financial plans and investment strategies
• Provide guidance on budgeting, savings, retirement planning, insurance, and investments
• Monitor client portfolios and recommend adjustments as needed
• Stay up to date with financial markets, regulations, and industry trends
• Maintain accurate client records and documentation
• Build and maintain long-term client relationships through regular communication
• Ensure compliance with all company policies and regulatory requirements

Required Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, Business, or a related field
• Proven experience as a Financial Consultant, Financial Advisor, or similar role
• Strong knowledge of financial planning, investments, and risk management
• Excellent analytical, communication, and presentation skills
• Ability to work independently in a remote environment
• Proficiency with financial software and Microsoft Office tools

Preferred Qualifications

• Professional certifications (CFP, CFA, CPA, or equivalent)
• Experience working with U.S.-based clients
• Prior remote work experience

Disclaimer

InfoResumeEdge (IRE) operates solely ( And some times hiring for our own client but it does not  mean we provide jobs ) as an online job listing and information platform. We provide access to upcoming job opportunities shared by employers for their recruitment purposes.

IRE does not guarantee employment, job placement, or hiring outcomes. We are not responsible for verifying or authenticating the job postings submitted by our clients. All job listings are provided directly by employers, and IRE acts only as an intermediary between job seekers and job posters.

Job seekers are advised to apply at their own discretion. IRE shall not be held liable for the accuracy, legitimacy, or outcomes of any job opportunity listed on our website.