Financial Service Consultant Career


In making investments or financial decisions, the recommendations of a financial service consultant become an integral part. The financial service consultant takes on the role of an adviser in making financial decisions.  He is tasked to analyze and evaluate market trends and information, financial statements, and opportunities for investment.  He is to discuss his evaluation with his clients and make the necessary recommendations. One’s recommendations are also based in an organization’s needs or requirements. Gaining a business-related background and experience in financial planning will help one succeed as a financial service consultant.

How to become a Financial Service Consultant

To become a financial service consultant, one must earn a bachelor’s degree in accounting, finance, business administration, economics, or other related field.  One may pursue graduate studies and earn a master’s degree.  Gain relevant experience.  Obtain certification through the Certified Financial Planner Board. Certification would help one gain better employment opportunities. One must be licensed and registered in their state as well as the Securities Exchange Commission.  The license would depend on the types of products they want to sell.  Take continuing education courses to maintain one’s certification.One must also have strong skills in communication, organization, organization, negotiation, problem solving, customer service, and human relations.Skills in record keeping are also a requirement for this type of career.

Financial Service Consultant Courses, training, programs

An accounting degree provides an aspiring financial service consultant with the necessary knowledge and skills.  The program covers various areas such as financial accounting, management accounting, cost accounting, public and non-public accounting, taxation, auditing, international accounting, business law and ethics, economics, management, communication and information systems.

TOP 5 colleges/Universities

University of Texas-Austin, Texas

Brigham Young University, Utah

University of Illinois at Urbana-Champaign, Illinois

University of Notre Dame, Indiana

University of Southern California, California

Financial Service Consultant Jobs, opportunities, salaries/pay

A financial service consultant has the opportunity to earn an average of $32,357 per year depending on the work location, employer, experience, and benefits.  Employment may be found in various industries such as banking, financial services, insurance, investment banking, brokerage, and investment services.

Category: Consultant Careers

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