What does an Associate Financial Consultant do?

A financial consultant is responsible for creating financial plans for organizations and individuals alike. They are responsible for ensuring that the organization accomplishes their financial goals through various means. A few of the main duties of a financial consultant are developing financial strategies, monitoring the financial situation, forecasting the fiscal year, and giving clients different options. They also have to create in-depth reports on the organization's financial state. Some of the jobs titles that a financial consultant could grow into are director of finance and chief financial officer.

A financial consultant should have five years of experience as well as a Bachelor's degree in finance. One of the most important skills that a financial consultant will have is great attention to detail. Another skill is finance skills as the financial consultant will have to be able to help the organization create financial plans. They also need to be able to effectively communicate with everyone in their department.

What responsibilities are common for Associate Financial Consultant jobs?
  • Create long term goals for the client
  • Develop financial plans for the client
  • Monitor financial health of clients
  • Create different investment plans for clients
  • Prepare financial analysis and reports
  • Keep up to date on the latest market trends and information
  • Develop a tax strategy for clients
  • Advise clients on capital investments
What are the typical qualifications for Associate Financial Consultant jobs?
  • Bachelor's degree in finance or accounting
  • Incredible math skills
  • Ability to connect with clients
  • Excellent attention to detail
  • Incredible analytical and problem solving abilities
  • Ability to accurately predict market trends
  • Deep knowledge of the financial industry and regulations
  • Deep knowledge of investing
  • Ability to analyze a client's financial situation
Education--
Work/Life Balance
3.6 ★
Salary Range--
Career Opportunity
3.7 ★
Avg. Experience2-4 years

Financial Consultant Associate Salaries

There are no current reports for Financial Consultant Associate salaries. You can add additional job titles in your job preferences to see related salary information.

Glassdoor Estimated Salary

Associate Financial Consultant Career Path

Learn how to become an Associate Financial Consultant, what skills and education you need to succeed, and what level of pay to expect at each step on your career path.

Average Years of Experience

0 - 1
15%
2 - 4
67%
5 - 7
0%
8+
18%
Not including years spent in education and/or training
See Career Path

Associate Financial Consultant Insights

Read what Associate Financial Consultant professionals have to say about their job experiences and view top companies for this career.
Pure Financial AdvisorsPure Financial Advisors
Financial Consultant
3 Sept 2021

“I work with a group of committed and brilliant individuals who have provided me with continual inspiration throughout my career.”

Advisors Alliance GroupAdvisors Alliance Group
Financial Consultant
26 Aug 2021

“This allows me to have a flexible schedule which I can optimise my time fully.”

PHP AgencyPHP Agency
Financial Consultant
17 Dec 2020

“motivational and great career opportunities”

AXA SingaporeAXA Singapore
Financial Consultant
16 Aug 2021

“Infrastructure is quite robust and sales support is top notch.”

HDFC Standard Life InsuranceHDFC Standard Life Insurance
Finance Consultant
1 Nov 2021

“Good Incentives and Bonuses.”

Arkshire Financial
Financial Consultant
25 Feb 2020

“I have worked with the company for 4 years now and it has been one of the best work environments.”

AccentureAccenture
Finance Consultant
30 Sept 2020

“I can say Accenture is good company in corporate sector but recently they did layoff many peoples”

US ArmyUS Army
Financial Consultant
19 May 2020

“great learning experience and I enjoyed my time”

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Associate Financial Consultant Interviews

Frequently asked questions about the role and responsibilities of an Associate Financial Consultant

The most similar professions to Associate Financial Consultant are:
  • Financial Analyst
  • Financial Manager
  • Finance Manager
  • Controller

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Associate Financial Consultant jobs