Job Summary:
We are seeking a highly skilled and experienced Financial Consultant to join our team. As a Financial Consultant, you will provide expert financial advice and guidance to clients, helping them make informed decisions about their financial goals and investments. Your role will involve analyzing financial data, assessing risk tolerance, and developing personalized financial plans.

Responsibilities:
- Conduct comprehensive financial assessments for clients to understand their financial goals, risk tolerance, and investment preferences
- Provide expert advice on investment strategies, retirement planning, tax planning, estate planning, and other financial matters
- Develop personalized financial plans that align with clients' objectives and recommend appropriate investment products and services
- Monitor clients' portfolios and provide regular updates on performance and market trends
- Stay up-to-date with industry trends, regulations, and best practices in order to provide the most relevant and accurate advice to clients
- Build and maintain strong relationships with clients through effective communication and exceptional customer service
- Collaborate with other professionals, such as tax advisors and estate planners, to ensure comprehensive financial planning for clients

Experience:
- Proven experience working as a Financial Consultant or similar role
- Strong knowledge of investment products, financial markets, and industry regulations
- Excellent analytical skills with the ability to interpret complex financial data
- Exceptional communication skills to effectively explain complex financial concepts to clients
- Strong attention to detail and accuracy in financial analysis and reporting
- Professional certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst) are highly desirable

Job Type: Full-time

Pay: $50,000.00 - $70,000.00 per year

Benefits:

• Flexible schedule
• Health insurance
• Paid time off

Experience level:

• 3 years
• 4 years
• 5 years

Schedule:

• Day shift
• Monday to Friday

Work setting:

• In-person

Ability to Commute:

• North Providence, RI (Required)

Work Location: In person