Job offer: Financial Consultant

Responsibilities

• Conduct comprehensive financial assessments for clients, evaluating income, expenses, investments, and risk exposure.
• Develop customized financial plans and investment strategies aligned with client goals, including wealth management, retirement planning, and estate planning.
• Provide advice on tax optimization, risk management, and insurance strategies to ensure financial protection.
• Analyze market trends, investment portfolios, and financial products to recommend informed financial strategies.
• Collaborate with clients to adjust financial plans in response to life changes, market fluctuations, or economic conditions.
• Prepare detailed financial reports, forecasts, and investment plans for clients.
• Monitor and review clients' financial progress, offering ongoing advice and adjustments to ensure continued alignment with goals.
• Maintain compliance with financial regulations and ensure ethical financial practices in all client engagements.
• Build and maintain strong relationships with clients to foster trust and long-term partnerships.
• Stay updated on financial industry trends, products, and regulations to provide clients with the best advice.

Qualifications

• Bachelor’s degree in Finance, Economics, Accounting, or a related field.
• 3 years of experience in financial consulting, wealth management, or financial advisory services.
• Solid knowledge of financial products, markets, investment strategies, and risk management techniques.
• Proficiency in financial analysis tools and software, such as Excel, financial modeling, and portfolio management tools.
• Strong understanding of tax regulations, investment products, and financial planning.
• Excellent interpersonal and communication skills, with the ability to explain complex financial concepts clearly.
• Client-focused mindset with strong problem-solving skills and a proactive approach to financial planning.
• Strong ethical standards and a commitment to regulatory compliance.
• Professional certification such as CFP (Certified Financial Planner), CFA (Chartered Financial Analyst), or CPA (Certified Public Accountant) is a plus.

• Financial Analysis
• Financial Reporting
• Financial Models

• Location Amman - Jordan
• Industry Accounting & Finance
• Job Type Full-Time
• Degree Bachelor
• Experience 2 - 4
• Nationality Unspecified