Financial Services Consultant

Company Description Strickland Financial Services is a financial advisory organization focused on helping individuals and businesses make informed financial decisions. The company provides a range of services, including financial planning, investment guidance, and consulting on key financial matters. Strickland Financial Services emphasizes client-centric solutions, integrity, and long-term relationships. Team members collaborate to deliver clear, practical advice tailored to each client’s unique goals and circumstances. The organization values professionalism, continuous learning, and strong communication in every client interaction.
Role Description The Financial Services Consultant is a full-time, remote role responsible for guiding clients through a variety of financial decisions and strategies. On a day-to-day basis, this role involves analyzing client financial information, assessing needs and risk profiles, and presenting tailored recommendations regarding budgeting, savings, investments, and debt management. The consultant will prepare reports and proposals, conduct virtual client meetings, and explain complex financial concepts in clear, accessible language. This role also includes monitoring market trends, collaborating with internal colleagues on client solutions, and maintaining accurate documentation to support compliance and quality standards. The consultant is expected to manage a portfolio of clients, respond promptly to inquiries, and maintain a high level of professionalism in all remote communications.
Qualifications
Strong analytical skills with the ability to interpret financial data and identify trends.
Knowledge of finance and financial services, including basic investment, planning, and risk management concepts.
Consulting abilities, with experience in advising clients and developing tailored financial recommendations.
Excellent communication skills, including clear written and verbal presentation of complex information.
Bachelor’s degree in finance, accounting, economics, business, or a related field (or equivalent practical experience).
Relevant certifications such as CFP, CFA, or similar credentials are beneficial but not required.
Comfort working in a remote environment, with strong time management and self-organization skills.
Proficiency with financial software, spreadsheets, and virtual meeting tools.
Commitment to ethical standards, confidentiality, and regulatory compliance in all client interactions.

Work arrangement
Yes