Financial Consultant
On-site · Glendale, Arizona, United States or Surprise, Arizona, United States
Job Summary
Financial Consultant role focused on assessing clients' financial objectives and delivering tailored strategies across investments, retirement planning, and wealth management. Leverages advanced financial tools and analytics to assess client needs, develops effective action plans, and collaborates with a network of industry experts and resources to enhance service. Responsibilities emphasize empowering clients to make informed decisions and building long-term client relationships through clear guidance and ongoing support.
Required Qualifications
- Bachelor's degree in finance, accounting, or related field
- Experience in financial consulting or a similar role is preferred
- Strong analytical and problem-solving skills
- Excellent communication and interpersonal skills to effectively connect with clients
- Demonstrated ability to build and maintain client relationships
Apply with one swipe on Sorce. We auto-fill applications and apply on your behalf — no cover letters, no 40-minute forms.
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.