Investment consultants work directly with clients to provide advice and guidance on investment products and services, ranging from individual retirement accounts to wealth management or college savings accounts. They encompass several other financial services roles, including financial advisors and money managers. They meet with clients to identify investment goals, discuss strategies, and determine which financial products support their financial objectives.
Investment consultants provide clients with sound investment advice and financial guidance and help structure their finances or manage large capital sums. Some work with clients to set and achieve specific financial goals, including saving for college or retirement. They periodically meet with clients to update their investments’ performance, discuss new possible opportunities, and issue related tax compliance. They also answer questions and provide information about specific products or services that help clients make informed decisions. Investment consultants need a bachelor's degree in finance-related fields including accounting or economics.
Average Years of Experience
Common Skill Sets