SideRamp allows professionals to engage with part-time opportunities in the gig economy, offering a centralized platform that manages high-quality, flexible side gigs. We focus on connecting our users to various freelance and part-time work—from discovering opportunities to streamlining the application process.
Financial Consultant
We are searching for a Financial Consultant for part-time, project-based assignments. Your primary role will involve providing expert financial advice and guidance to clients.
Client
The client is a reputable financial services firm located in a major metropolitan area, specializing in investment management and wealth planning.
Description
As a Financial Consultant, you will offer personalized financial solutions to clients. You will collaborate with various teams within the firm to develop comprehensive financial strategies.
Responsibilities
Conduct in-depth financial analysis for clients
Develop customized financial plans based on client objectives
Provide recommendations on investment opportunities
Assist clients in retirement planning and risk management
Stay updated on market trends and financial regulations
Requirements
Proven experience as a Financial Consultant or similar role
Strong knowledge of investment strategies and financial products
Excellent interpersonal and communication skills
Bachelor’s degree in Finance, Economics, or related field
Relevant certifications such as CFA or CFP are a plus
Note: Job descriptions may have been edited from their original format to ensure fair hiring standards along with consistent formats across all postings. Salary information is not guaranteed and many estimates are based on a yearly, full-time salary. This system can make mistakes.
Seniority level
Entry level
Employment type
Part-time
Job function
Finance and Sales
Industries
Operations Consulting
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