How do I become a financial consultant?

Seek a certification or license if they are available. Although this mainly applies to mortgage loan officers, some states require you to pass a test and obtain learning credits to do business as a financial consultant. Check with your Secretary of State. Market yourself.

What does a financial consultant do?

This role manages a team of financial and client relations consultants and all processes in a branch to ensure achievement of objectives and drive overall branch performance. Individually accountable, over periods of 1 day to 3 months for ensuring sales targets and objectives of the team are achieved.

Are financial consultants better than financial analysts?

Broadly speaking, financial consultants have a greater earning potential, but they also tend to work longer hours and spend more time away on business travel. Financial analysts tend to have steadier jobs and less stressful careers. The second consideration is the type of investment analysis that each job performs.