If you want to get the right people into your company, it is of critical importance that you start the candidate searching process off on the right foot by crafting a solid job description. It quickly becomes tiresome and a waste of your time as a company recruiter to have to dig through dozens if not hundreds of applications in order to find someone who even fits the minimum qualifications for the open position. If you can write a great job description to be posted on a variety of outlets, you will be able to do a great deal of the sorting before you see a single resume. With clearly articulated requirements and daily tasks, your job description will increase the portion of applications you receive that are in line with what the company needs, making your job much easier. Read the Financial Consultant job description sample below to get a feel for what should be done.
Financial Consultant Job Summary
It is the job of the financial consultant to assist clients in reaching their financial goals. This will be done by first examining a client’s financial situation, devising and presenting appropriate strategies, and keeping track of any shifts in his or her financial status and living situation.
Financial Consultant Job Responsibilities and Duties
- Promotes services by meeting with prospective clients, asking for current client referrals, addressing questions and presenting seminars for financial planning.
- Examines clients’ financial standing by assessing their tolerance for risk and researching their savings, asset allocation and investments as well as their plans for retirement, taxes and their estate.
- Gains clients’ confidence by being open to answering any questions as well as explaining developed plans, choices, risks and advantages.
- Encourages clients to create financial goals for themselves using their financial situations and plans created by the consultant as guidelines.
- Tracks clients’ financial situation by examining any changes in lifestyle and savings, formulating financial plans, examining the results of those plans and suggesting any helpful adjustments.
- Creates breakdowns and reports regarding client financial status.
- Keeps knowledge of job current by examining trends, taking part in workshops and utilizing new technologies.
Financial Consultant Skills and Qualifications
- Disseminating information
- Corporate finance
- Formulating financial strategies
- Financial diagnosis
- Experience with financial software
- Basic knowledge of business practices
- Making sales according to customer needs
- Possess appropriate licenses for financial consulting
Since its opening in 1999, Cornerstone Consulting has been a leading name in the North American financial planning industry. Our mission is to recruit standout financial consultants to guide our clients toward financial security and success with solid analysis and informed strategies.
What to Include In Your Financial Consultant Job Description
Writing a high-quality Financial Consultant job description can be a tricky task, as you walk a tightrope of wanting to give potential candidates enough information while also not wanting to go overboard and risk overcomplicating the position to the point that most people just assume they aren’t qualified. Are there specific aspects of financial consulting that your business deals with more than others? What are the best keywords to use in the writing? These questions need to be addressed before you post anything.
• Job Title and Summary: As trivial as it may initially seem, the job title is a crucial element of the job description. Be sure that the language you use conveys a level of authority, whether it is junior, assistant or lead, in addition to plainly stating the primary function of the position. Further elaborate on this in the summary section, which should address a few of the jobs major tasks. When done correctly, these elements should come together to reflect your company’s culture and standards.
• Key Responsibilities: This is where you further elaborate on the tasks the candidate will be expected to perform on a regular basis. Because scheduling is of great importance in a professional workplace of any kind, inform the readers of the amount of time in a typical day that these activities occupy.
• Necessary Skills: After listing the basic tasks, candidates should be able to use a list of required skills to assess whether they are qualified for the job. Include every necessary qualification as well as a few that the company would prefer a new hire to have. Things like education level, specific knowledge of financial planning and familiarity with financial strategies should all be included.
• Company Overview: In theory, you would want the ideal job candidate to already have a firm grasp of what your company does. However, it can’t hurt to include the company’s industry, purpose and goals in the job description, as this increases the likelihood that you will see more applicants with similar values.
If you are able to trim the fat and keep the information you present in your job description brief and clear, you should have little trouble attracting great talent to your company.
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Writing Your Financial Consultant Job Description: Dos and Don’ts
When you have completed your job description, read through it again, keeping these simple practices in mind so you have the best possible quality.
• Do keep the writing focused on just the open job, its location and submission guidelines.
• Don’t use massive blocks of text. Bullets are preferable.
• Do bring up any specific required knowledge or experience. If your company uses one kind of financial software, make it known.
• Don’t use too many job-specific keywords at the expense of information about the position’s tasks.
• Do allow your writing to reflect the company culture. This attracts people who will be able to fit in right away and hit the ground running.
• Do look into company practices regarding the inclusion of benefits and salary ranges.
The importance of conciseness and the presentation of only relevant information cannot be overstated when it comes to writing a Financial Consultant job description. You are far more likely to find great talent for an open position when you are up-front about its tasks and when you make the submission process simple.
Best Practices for Writing a Job Description
- The above Financial Consultant job description sample should serve as a great guide to inform how you write one to fit the needs of your company. However, you will eventually have to craft job descriptions on your own without a sample to show you the way. When those times arrive, there are a few dos and don’ts you can abide by that will keep the quality high and the candidates strong.
- Do present information in a clear and concise manner. Creative language is a great way to reflect the culture of your company, but this should not be done at the expense of the reader’s comprehension.
- Don’t write about the job in a vacuum. Find someone within your company with a similar job to the one that is open and discuss the kind of information that he or she would want to see in a job description.
- Do be specific with your descriptions of tasks and requirements. Remember that your goal is to thin the herd right out of the gate so that you only have to consider individuals who are already qualified for the job.
- Don’t make it all about the company. Candidate applications will be about what they can offer the company. It is only fair that you reciprocate the gesture. If you do this early on in the recruiting process, you’re already planting the seed for employee loyalty in the future.
If you want to get the best people in the industry on your team, our Financial Consultant job description sample is a strong blueprint. When you take the time to utilize the above practices in your own description writing, the return on investment in terms of the talent that will start knocking at your door will be substantial going forward.