Senior Financial Advisory Consultant at Michael Stevens Consulting

Job Description

• We’re currently seeking a detail-oriented financial consultant to join our team and contribute to our business growth.
• Our candidate will be responsible for advising clients, investigating financial reports, preparing business plans and providing professional services to help clients achieve their business goals.
• They must also know how to adapt to various life circumstances and tailor a concrete financial solution for people of varying backgrounds and statuses.

Objectives of this Role

• Develop long-term financial and tax plans for clients
• Assess clients’ financial standing to determine growth opportunities
• Generate in-depth, detailed reports on clients’ financial performance
• Foster positive, long-term working relationships with clients
• Stay up to date with current events and business trends
• Expand current client base.

Responsibilities

• Create an effective strategy that helps clients save money and boost revenue
• Partner with clients through investment plans, tax plans, risk assessment, and other financial services
• Manage multiple clients and carefully track each of their financial goals
• Ensure that clients’ financial procedures and policies adhere to the law
• Collaborate with accountants, lawyers, and financial professionals
• Oversee current and future tax payments.

Preferred Qualifications

• Proven work experience in a financial institution
• A degree in Finance, Business Development, or Economics with 10 years experience.
• Sharp attention to detail
• Mathematic skills
• Clear understanding of business processes
• Familiarity with leading clients through investment opportunities.

Skills and qualifications:

• Formal financial certification relevant to region
• Excellent verbal and written communication skills
• Strong understanding of accounting software
• Knowledge of financial regulations and current economic trends
• Interpersonal skills when networking with clients
• Ability to facilitate data analysis and risk assessment.