Financial Consultant - Part-Time

Financial consultants typically advise clients on a range of financial services and decisions, including budgeting, saving for big purchases, retirement planning, investing, and trust and estate planning. 
Answers financial questions and addresses concerns.

• Responds to client calls and emails promptly.
• Builds long-term client relationships.
• Brings in new clients.
• Analyzes market and economic trends.
• Stays up to date on relevant government policies.
• Maintains client confidentiality.
• Collaborates with other financial planners.