Financial Consultant

Job Title : Financial Consultant
Job Type: Full Time / Part Time
Location: Remote (Work From Home)
Department: Finance Department
Reports To: C-Level Executives
Working Hours: 10:00 AM to 5:00 PM
Working Days: 5 Days (Monday to Friday)
Compensation: Fixed Profit Percentage Sharing on Per Conversion (No Salary Model)
Probation Period: 3 Months

Job Overview
The Financial Consultant at Helioustin will be responsible for providing expert financial advice, managing client financial strategies, and supporting business growth through tailored financial planning.
This role involves engaging with clients to understand their financial objectives, designing strategic solutions, presenting investment and financial optimization strategies, and ensuring seamless coordination between clients and internal finance teams.

You will also be responsible for reaching out to prospective clients, presenting proposals, conducting financial consultations, and driving financial service conversions.

Key Responsibilities
Client Financial Advisory
Conduct financial consultations to understand client goals, challenges, and investment needs.

Present Helioustin’s financial services, including investment planning, risk management, and financial optimization solutions.

Recommend customized financial strategies that align with the client's objectives and industry requirements.

Deliver impactful presentations that clearly showcase Helioustin’s financial expertise.

Prospecting & Proposal Management
Identify and engage potential clients through emails and other outreach methods.

Send tailored financial proposals aligned with business and investment goals.

Schedule and lead financial consultation meetings with prospective clients.

Develop strategies to drive adoption of Helioustin’s financial services.

Collaboration & Client Relations
Collaborate with internal finance and operations teams to gather insights and build case studies.

Customize financial proposals and showcase ROI-focused solutions.

Build and maintain strong relationships with clients, ensuring long-term engagement and success.

Collect feedback to improve financial strategies and service offerings continuously.

Financial & Industry Knowledge
Stay updated with financial market trends, investment opportunities, taxation rules, and compliance updates.

Maintain professionalism and client confidentiality at all times.

Continuously develop expertise in financial consulting methodologies and industry best practices.

Qualifications :

Bachelor’s degree in Finance, Accounting, Business, or a related field.
1+ years of experience as a Financial Consultant, Financial Advisor, or a similar financial role.
Strong analytical and financial modeling skills.
Proficiency in financial planning tools, Microsoft Excel, PowerPoint, and CRM systems.
Excellent communication, consultation, and client engagement skills.
Ability to work independently while collaborating with internal teams.
High attention to detail with the ability to manage multiple financial engagements.

Desired Skills :

Prior experience consulting for startups, SMEs, or technology-driven companies.
Familiarity with Helioustin’s industry sectors (Real Estate, Healthcare, Financial Institutions, Education, Retail, etc.).
Ability to design structured financial strategies and investment plans.
Knowledge of international financial standards, taxation systems, and compliance frameworks.
Strategic thinking with a strong client-centric approach to financial consulting.

How to Apply:

📩 Hiring Process : Send Your CV by clicking the button below with the subject "Interested for Financial Consultant".