Jobs · Finance · Indiana

Financieel consultant

After-C · Indiana, United States · 1 mo ago
FinanceFull-time

About the role

As a financial consultant, you will advise our clients on a variety of financial issues. You are responsible for delivering high-quality, independent, and tailored advice that seamlessly meets the client's needs. Together with an assistant consultant, you will monitor the progress, quality, and aftercare of our services.

You excel at communicating complex financial matters in an understandable way, enabling clients to make financial decisions with confidence. In addition to maintaining existing client relationships, you will also actively work on attracting new clients. Thanks to your commercial mindset and excellent communication skills, you will successfully engage potential clients.

Responsibilities

  • Provide high-quality, independent financial advice tailored to client needs.
  • Monitor the progress, quality, and aftercare of services alongside an assistant consultant.
  • Simplify complex financial matters for clients to support confident decision-making.
  • Maintain and strengthen existing client relationships.
  • Actively attract new clients through a commercial approach and strong communication.

Skills

  • Ability to translate complex financial concepts into clear, understandable advice.
  • Strong commercial mindset and excellent communication skills.
  • Proactive in both client retention and acquisition.

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