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A Senior Personal Financial Consultant helps clients manage wealth, plan for the future, and make informed financial decisions. They combine advisory expertise with strategic planning to ensure financial stability and growth.
Lead financial planning and analysis to support client objectives. Assess financial data and create models for decision-making. Recommend strategies for wealth management, retirement, and risk mitigation. Monitor client portfolios and suggest improvements. Educate clients on financial products and services. Ensure compliance with financial laws and ethical standards
Bachelor’s or Master’s degree in Finance, Economics, Accounting, or related field. Proven experience (5+ years) in financial consulting, wealth management, or advisory roles. Strong analytical, problem-solving, and communication skills. Proficiency in financial software, modeling, and CRM tools. In-depth knowledge of investment strategies, tax planning, and regulatory frameworks. Ability to build trust and maintain long-term client relationships