Finance Consultant - Wealth Advisory

About SideRamp

SideRamp allows professionals to engage with part-time opportunities in the gig economy, offering a centralized platform that manages high-quality, flexible side gigs. We focus on connecting our users to various freelance and part-time work—from discovering opportunities to streamlining the application process.

Consultant

Seeking a dedicated Consultant for a financial advisory firm specializing in wealth management and investment strategies. As a Finance Consultant, you will be responsible for providing expert guidance and recommendations to clients on financial planning, investment portfolios, and risk management strategies. Your role will involve conducting in-depth financial analysis, developing customized solutions, and presenting findings to clients in a clear and concise manner.

Responsibilities

• Conduct comprehensive financial assessments for clients to evaluate their current financial status and future goals
• Create personalized investment strategies based on clients' risk tolerance, time horizon, and financial objectives
• Provide ongoing monitoring and adjustments to investment portfolios to ensure alignment with clients' evolving needs
• Offer strategic advice on tax planning, retirement planning, estate planning, and other financial matters
• Stay updated on market trends, economic indicators, and regulatory changes to inform client recommendations
• Collaborate with internal teams and external partners to deliver holistic financial solutions
  
  

Requirements

• Bachelor's degree in Finance, Economics, Business, or related field
• Minimum of 3 years of experience in financial consulting, wealth management, or related field
• Strong knowledge of investment products, financial markets, and regulatory requirements
• Professional certification such as CFP, CFA, or equivalent is preferred
• Excellent analytical skills with the ability to interpret complex financial data
• Effective communication skills with a focus on building trust and rapport with clients
  
  

Note: Job descriptions may have been edited from their original format to ensure fair hiring standards along with consistent formats across all postings. Salary information is not guaranteed and many estimates are based on a yearly, full-time salary. This system can make mistakes.