Finance consultant vs finance sales consultant

Differences between finance consultant and finance sales consultant duties and responsibilities

Finance consultant example responsibilities.

• Lead new hire training for FINRA test preparation and consultative sales model.
• Manage client's portfolio to ensure proper taxation of gains/losses on exercise stock options.
• Provide expert advice to clients to achieve their financial planning goals in conjunction with an independent RIA.
• Lead and organize a weekly macro meeting with multi-asset strategists to discuss and challenge the team's positioning.
• Focuse on separately manage accounts, mutual fund and ETF wrap programs, variable annuities, and alternative strategies.
• Manage all employee relate matters, including stock options, benefits , 401K, payroll administration and human resources.
Show more

Finance sales consultant example responsibilities.

• Process teller transactions, manage and service ATM, schedule and process cash shipments, and manage branch cash.
• Manage client relationship by presenting solutions for customers state and unstate needs while cross-selling company products.
• Introduce Swagelok quality system and implement CRM system for operation optimization and organizational growth.
• Perform monthly client-profitability analysis using branch profit and loss metrics in order to maximize current client profitability and cross-sell opportunities.
• Balance cash drawer, vault, and ATM with exactness, also adding cash and correcting any disputes.
• Supervise motivated and coach treasury management staff in all aspects of treasury management.