In recent years, many professionals have taken the big leap and gone on to become independent financial consultants. For the many who have the right combination of skills and experience, the rewards have been very fulfilling financially and personally. If you'd like to join those leaving the security of corporate employment and get into the growing industry of financial consultancy, here are some things you must consider seriously:
Act Now! Activate a FREE three days trial to FinancialServicesCrossing.com, because you know how important it is to know about all the jobs.
1. Education and Training. Financial consulting is a technical field; there is no substitute to formal education and training. In fact, this highly dynamic industry requires continuing education. If you don’t already have a degree in accounting or finance, you need to get one.
2. Experience and passion. In any type of consulting, experience spells the difference. Fresh graduates rarely, if at all, succeed when embarking on a solo career. Experience gives practitioners the gut feeling to call the shots when needed. It takes actual participation in the market to actually get a feel of how it works and be comfortable with it. Of course, that alone requires the kind of dedicated attention only those with real interest in the field can give.
3. Acquire and polish people and other skills. Whether you intend to specialize in corporate finances or provide personal finance consulting services, you need people skills. That’s probably the most important of all skills and is a common requirement for all consultants. That and other critical skills like business management, client relations and quality management can be acquired and honed. You’re selling a service; your skills are your inventory. Stock up on the best quality there is.
4. Get certified. Finance industries are strictly regulated industries. Most practices require special licenses and certifications administered by state and other regulatory bodies. Often, these licenses would require continuing education credit units. Check with your industry association and the appropriate licensing authorities for the requirements.
5. Write your business plan. When you’re ready with the paperwork and are certain your personality fits your choice of industry and you’ve got the skills necessary, it’s time to write down your game plan. You need to organize and structure your business. Consultants can only be effective financial advisors if they successfully organize structure and manage their businesses.
6. Build your clientele. Many use the internet to gain visibility and target clients. Your marketing goal however, should be two-fold: to build a solid clientele and a reputation as an expert. Many find that they can do both by writing books and giving lectures, trainings and hosting course-seminars. This allows for projecting expertise and is a proven way to build a solid reputation as an expert.
7. Hire a good lawyer. Finance consulting involves a significant level of business risk. That’s in addition to the many rules and regulations affecting the industry and the practitioners. It’s important to have an experienced attorney to provide legal advice and prepare your legal documents.
Obviously, financial consultancy is not a business for the faint-hearted. Besides the intricacies of the industry itself and the statutory regulations you have to contend with, this business is directly affected by volatile economic situations. To succeed as a financial consultant, you need to be on top of your game all the time.
FinancialServicesCrossing Fact #211: Our “Advanced Search” feature allows you to tailor your search parameters so that the results are only positions for which you would be interested in applying.
Jennifer , St. Louis, MO
The quick search option and the advance search engine are the best options on FinancialServicesCrossing. They also save a lot of time.
Anna , Brentwood, TN
FinancialServicesCrossing is a fantastic website, and provides a lot of opportunities.
Malika , Houston, TX
The newswires on FinancialServicesCrossing is the best thing about the site. I like to read them regularly.
Laurie , Dallas, TX
FinancialServicesCrossing provides an excellent service. I have recommended the website to many people.
Sarah , Irving, TX
I am really pleased with the number of jobs and the quality of jobs on FinancialServicesCrossing.
To compare FinancialServicesCrossing with other job sites
Bring Order and Structure to Your Financial services Job Search
You have perseverance and can accomplish anything you put your mind to and finding the ideal financial services job is no exception. We have a tradition of helping our members accomplish anything they set their mind to. With complete information about every financial services job in the market at your fingertips you are going to go far.
You have very high standards for the sort of employer you are working for and also for yourself. You are not afraid to work hard to fulfill your duties because you value security and peaceful living. We give you the tools to pursue your dreams for you and your family.
Become part of a tradition of research excellence that has elevated the careers of countless financial services professionals just like you.
Complete the sign up process today and become part of our site today.
Tell us where to send your access instructions:
Total Jobs on FinancialServicesCrossing
118,292
New Financial Services Jobs This Week
30,007
Jobs on EmploymentCrossing Network Available to Our Members
Area Director, MSO Network Operations United States-FL-Miramar
Humana Inc., headquartered in Louisville, Kentucky, is one of the nation's largest publicly traded health benefits companies. Humana offers a diver...
Sovereign bank jobs are easily among most preferred job options for those looking for bank jobs. Sovereign bank careers offer vertical promotion opportunities and lifelong employment for those who prefer to stick to a single employer throughout their careers.
The amount of jobs on EmploymentCrossing is amazing. The site has the highest number of
jobs in the world.
Angie , Denver, CO
I was very happy with the results I found for current job listings in my area. This is a great website to use for up-to-date job postings. I also wanted to comment on EmploymentCrossing's customer service. I had some questions, and called in for some technical help. I was very surprised at the way these people handled themselves. Very professional and friendly. I will use this site again for any upcoming employment needs.
Greg , Miami, FL
Thank you for the outstanding service. This search engine is fantastic. I would recommend this website to every financial professional.
See Every Financial Services Job We Can Find on the Internet!
Unlike other sites, FinancialServicesCrossing works for you and does not charge employers to post jobs and actually goes out and researches jobs for you. The jobs you see are the jobs we find for you and not the ones employers are paying us to post.
To compare FinancialServicesCrossing with other job sites
Bring Order and Structure to Your Financial services Job Search
Start doing things the way they should be done.
Make objective career decisions with unbiased research, facts and information about financial services jobs. Your perseverance, follow through and dependability will all pay off when you have access to:
Financial services jobs from every company employer career webpage we can find.
Financial services jobs from every professional job source we can find.
Financial services jobs from every job board we can find.
Financial services jobs from every newspaper classified ad we can find.
Financial services jobs from every specialized financial services publication we can find.
Financial services jobs from every federal, state and local government career page we can find.
Financial services jobs from every public interest, nonprofit and other career page we can find.
Tell us where to send your access instructions:
Today at FinancialServicesCrossing
5,800 - Jobs found in last 24 Hours30,007 - Jobs found in last 7 Days118,292 - Total Jobs Found
Your privacy is guaranteed. We will never give out, lease, or sell your personal information.
FinancialServicesCrossing - #1 Job Aggregation and Private Job-Opening Research Service — The Most Quality Jobs Anywhere
FinancialServicesCrossing is the first job consolidation service in the employment industry to seek to include every job that exists and not charge employers to post jobs on its site.
FinancialServicesCrossing uses sophisticated technology and manual work to comb employer websites and other job boards for jobs and bring them all to its site.
