About the role
Financial consultants provide advice on financial planning and investments to both companies and private individuals. They analyze clients' financial situations and assist with strategies to achieve financial goals. Often, they have an academic background in economics, finance, or related fields.Responsibilities
Financial consultants are responsible for creating personal financial plans, giving investment advice, and recommending financial products. They must stay updated with market trends and regulations. Building and maintaining client relationships is a central part of their work.Skills and tools
Financial consultants need strong analytical skills and knowledge in financial modeling. They use tools such as Excel and specialized financial software. Good communication skills and the ability to understand the client's needs are essential. Common competencies demanded by employers are redovisning, sales and performance.