SideRamp ยท 1 day ago
Financial Consultant
United States
Part-time
Remote
Mid Level
3+ years exp
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Responsibilities
Conduct in-depth financial analysis to assess clients' current financial status and develop customized investment strategies
Provide recommendations on asset allocation, portfolio management, and investment products based on clients' risk profile and financial objectives
Offer guidance on retirement planning, tax strategies, and estate planning to optimize clients' financial outcomes
Monitor and review clients' investment portfolios regularly to ensure alignment with their financial goals and market conditions
Stay updated on market trends, economic indicators, and regulatory changes to provide informed investment advice
Build and maintain strong client relationships through regular communication and proactive financial planning
Qualification
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Required
Bachelor's degree in Finance, Economics, or related field
Minimum of 3 years of experience in financial consulting, investment management, or wealth advisory
Proven track record of developing comprehensive financial plans and investment strategies for clients
Strong knowledge of financial instruments, asset classes, and investment products
Excellent communication skills with the ability to explain complex financial concepts in a clear and concise manner
Proficiency in financial modeling, risk assessment, and portfolio analysis tools
Ability to work independently, prioritize tasks, and meet deadlines in a fast-paced environment
Preferred
Certifications such as CFA, CFP, or equivalent are a plus
Company
SideRamp
SideRamp is your bridge to high-paying, flexible part-time, and full-time tech jobs.
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase
