Position Details

Salary $72K – $81K USD / year

Type Full-Time

Experience mid

Exp. Years 0+ years

Education Not specified

Category Finance & Accounting

About this role

Financial consultant providing tax planning, estate management, and wealth management services; remote opportunity with potential for long-term client advisory relationships.

Key Responsibilities

Conduct financial assessments; Provide tax and estate planning strategies; Develop personalized asset management plans; Use financial software for analysis and reporting; Stay updated on securities laws

Technical Overview

Focus on financial analysis, portfolio management, investment planning, and regulatory compliance; uses financial software tools and CRM to manage client data and reports.

Ideal Candidate

A financially literate consultant with deep knowledge of tax, estate planning, and wealth management; capable of leveraging financial software to analyze and report; strong CRM skills and communication to educate clients.

Must-Have Skills

Strong knowledge of tax regulations and estate planning principlesProficiency in asset management techniquesFamiliarity with financial software tools for analysis and reportingUnderstanding of securities law as it pertains to client investmentsExcellent mathematical skillsStrong customer relationship management abilities

Tools & Platforms

ExcelFinancial planning softwareCRM tools

Required Skills

Strong knowledge of tax regulations and estate planning principles; asset management techniques; wealth management; financial software tools; securities law knowledge; mathematical skills; CRM

Hard Skills

Tax regulations knowledgeEstate planning principlesAsset management techniquesWealth managementFinancial software toolsSecurities law knowledgeMathematical skillsCustomer relationship management

Soft Skills

CommunicationAbility to explain complex informationCustomer relationship managementAttention to detailTime management

Industry & Role

Industry Finance & Accounting

Job Function Assess clients' financial needs and deliver tailored wealth management strategies

Role Subtype Finance & Accounting

Keywords for Your Resume

financial consultanttax planningestate planningwealth managementasset managementfinancial softwaredata analysisinvestment planningsecurities lawcrmcustomer relationshipsenglishremotefull-timecommissionreports

Deal Breakers

Not specified

Apply for this Position →

Get matched to jobs like this

Luna finds roles that fit your skills and career goals — no endless scrolling required.

Create a Free Profile

Remote Sales Consultant

Get matched to jobs like this