Investment Consultant Job Description

investment consultant job description includes a detailed overview of the key requirements, duties, responsibilities, and skills for this role.

Last update : July 14, 2023

Investment Consultant Job Description

An investment consultant is a professional who gives investment plan recommendations and advice to others.

Investment consultants may be certified as securities agents, brokers, or investment advisers, depending on the laws and practices in their country.

Investment management firms employ investment consultants, who advise clients on how best to invest their money.

These firms may manage investments for clients, or may simply provide investment advice.

Investment consultants provide advice on what types of investments to choose and how to buy, sell, and hold investments.

Investment consultants may advise on specific investment decisions, or the general investment philosophy, including how to diversify holdings and how to minimize risk.

Job Brief:

We’re looking for Investment Consultant to help our clients invest their money wisely. With your help, they can make sound investment choices that will grow their wealth over time.

Investment Consultant Duties:

  • Build and maintain a solid client base by evaluating, developing, and recommending financial products and services to clients
  • Develop and maintain productive relationships with existing clients
  • Develop and propose new products and services to meet client needs
  • Research and identify new or additional investment opportunities
  • Maintain complete knowledge of all investment products offered by the company

Investment Consultant Responsibilities:

  • Work with clients to define investment objectives, needs, and risk tolerance, and recommend appropriate investment strategies
  • Handle all financial matters including accounting, auditing, taxes, fees, and budgeting
  • Research and evaluate financial companies, products, and services, and present them to clients
  • Create and maintain detailed client files, including records of investment performance, insurance policies, and estate plans
  • Participate in monthly and yearly client meetings
  • Maintain professional licensure

Requirements And Skills:

  • Successful completion of a professional training program at a recognized institution
  • Completion of continuing education requirements
  • 2+ years’ proven experience in providing investment consulting and advice
  • Extensive knowledge of investment products, markets, and strategies
  • Excellent customer service skills

At [Company Name], we are an Equal Opportunity Employer. We believe in building a diverse and inclusive team and encourage applications from people of all races, religions, national origins, genders, and ages, as well as veterans and individuals with disabilities.

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