A typical financial consultant job description be included elements such as: financial consultant duties, financial consultant qualifications, financial consultant traits, financial consultant job information, financial consultant templates, financial consultant work conditions…

1. financial consultant job
description
A typical financial consultant job description be included elements such as:
financial consultant duties, financial consultant qualifications, financial
consultant traits, financial consultant job information, financial consultant
templates, financial consultant work conditions…
Other useful materials for financial consultant career:
• financemanagement123.com/23-free-ebooks-for-finance-management
• financemanagement123.com/215-free-finance-management-forms
• financemanagement123.com/16-free-tools-for-finance-management
• financemanagement123.com/top-84-finance-KPIs
• financemanagement123.com/top-21-finance-job-descriptions
• financemanagement123.com/100-finance-interview-questions-and-answers

2. Key duties/responsibilities for financial consultant
1. Ability to work directly with clients in and out of the office.
2. Serve as troubleshooter, and may handle and/or delegate routine service
procedures.
3. Upon client request, prepare paperwork to transfer ownership of assets to
trusts, estate, family members, etc.; handle or delegate IRA matters and
transactions in clients’ business retirement plans; provide information for
income taxes to clients or their tax preparers; serve as liaison between
clients and any outside service providers we may have recommended.
4. Place trades, handle market-related problems, margin issues, etc. with
personal clients and other Financial Consultant III’s clients.
5. Assign tasks such as correspondence, account paperwork, etc. to staff to
prepare.
6. Work directly with personal clients in all aspects of their financial needs,
including researching and preparing proposals for investment
recommendations.

3. Key job qualifications for financial consultant
1. BA/BS in Finance, Accounting, Economics or related degree
2. 3+ years experience managing Finance functions and personnel
3. 5-7 years experience in a financial budgeting and analysis responsibilities
4. Experience and understanding in corporate Information Technology cost
streams
5. Experience in Telco cost streams preferred
6. Expertise in MS Excel, MS Access and financial modeling
7. Experience with Hyperion systems preferred
8. Must possess a strong business ethic and thrive in a dynamic and changing
environment
9. Strong attention to details and a solid analytic skill base
10. Excellent communication skills including the ability to confidently interact
with executive management and aggressively manage deadlines and
deliverables

4. Format for financial consultant job description
A typical job description includes 4
main part as follows:
1. Job information
This part includes: job title, reporting
relationships, department, job
location, manager/supervisor’s title,
job code, purpose and objective of the
job.
2. List of main task
3. Contents of Job Specifications
• Knowledg/education.
• Skill requirements.
• Experience.
• Abilities. Ability include physical
ability, metal ability, aptitudes.
4. Contents of working conditions
• Environmental conditions
• Job hazards / safety
• Machine, tools and equipments

5. KSA model in setting up job description
1. What is KSA model?
KSA model is a competency model of individual. KSA is the same KSAO.
KSA include Knowledge, Skills and Abilities (also called KSAs model) that an
applicant must have to perform successfully in the position.
2. Components of KSA:
Knowledge
• A body of information needed to perform a task.
• For example, Human Resources Knowledge include knowledge of personnel
recruitment, selection, training, compensation and benefits, labor relations and
negotiation, and personnel information systems.
Skills
• Skills are the proficiency to perform a certain task.
• For example, skill in operating computer peripherals such as printers.
Abilities
• Abilities are an underlying, enduring trait useful for performing tasks.
• For example, oral comprehension – the ability to listen to and understand
information and ideas presented through spoken words and sentences.

6. Materials for financial consultant career:
Other useful materials for finance management
that available at financemanagement123.com
• Top free ebooks for finance management
• Top free tools and techniques for finance
management
• Top skills for finance management
• Top free finance job description templates
• 5 steps to writer write an effective finance job
description
• 12 tips to write finance job description
• Top 12 tips for career development
• Top 9 career path tips
• Top 14 career objectives
• Top 12 career promotion tips

7. Useful materials (continue…)
• Top 14 career objectives
• Top 12 career promotion tips
• Top 15 ways to search jobs
• Top 7 cover letter samples
• Top 8 resume samples
• 110 finance interview questions with
answers
• 13 types of interview questions and how
to solve them
• 11 performance appraisal methods
(includes appraisal templates and forms)
• Top 28 performance appraisal forms
• Top 12 salary negotiation tips
• Top 9 tips to get high salary

8. Fields related to financial consultant:
The above job description can be used for fields as:
construction, manufacturing, healthcare, non profit, advertising, agile,
architecture, automotive, agency, banking, budget, building, business
development, consulting, communication, clinical research, design, software
development, product development, interior design, web development,
engineering, education, events, electrical, exhibition, energy, ngo, finance,
fashion, green card, oil gas, hospital, it, marketing, media, mining, nhs, non
technical, oil and gas, offshore, pharmaceutical, real estate, retail, research,
human resources, telecommunications, technology, technical, senior, digital,
software, web, clinical, hr, infrastructure, business, erp, creative, ict, hvac,
sales, quality management, uk, implementation, network, operations,
architectural, environmental, crm, website, interactive, security, supply chain,
logistics, training, project management, administrative management…
The above job description also can be used for job title levels: entry level
financial consultant, junior financial consultant, senior financial consultant…