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These goals can be focused on specific milestones like buying a home, relocating to a different city, retirement and paying for the education of a grandchild. Customize this financial consultant job description according to your hiring requirements and attract the best talent for your job. The workload of a consultant can be heavy. A financial consultant's primary duty is to assess the company's financial status and analyze the investment plan. Financial consultant responsibilities include forecasting costs and revenues, conducting risk analyses for financial plans and evaluating capital expansion options (e.g.
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Advising clients on most suitable and profitable ways of investing money, (financial planning, in fact) forms one of the major activities of a financial consultant's job.
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