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Business Financial Consultant

remuneración: $45000 on target earnings
tipo de empleo: tiempo completo

Are you thinking to move to México? Are you a foreigner or an English speaker already living in Mexico? Are you If your answer to any of these questions is affirmative, you would like to continue reading this advert.

We are an international company looking for a Business Financial Consultant to join our growing team in Mexico. As a Financial Consultant, you will help clients plan for their short-term and long-term financial goals, including buying a home, paying for their children's education, and retirement. You might also provide investment, tax, and insurance advice.

You will research and analyse investment opportunities and meeting with clients and potential clients to go over investment strategies.


- Market research and analysis
- Recruit and solicit clients
- Assess clients' needs and goals
- Recommend and execute strategies
- Monitor accounts
- Identify new opportunities

Financial Consultant Skills & Competencies

- Analytical Thinking for tracking data and projecting future performances of various stocks, bonds, and funds.
- Computer skills for tracking market data and managing spreadsheet software such as Microsoft's Excel is important to the job.
- Salesmanship in order to show clients why the advice they are giving is the best course of action.
- Excellent communication skills

Work Environment

A good portion of the work is spent in an office, analysing data from a desk. Financial consultants also need to meet with clients and prospective clients, and those meetings can take place in the office or at the homes of clients. Seminars or workshops may require some travel.

Work Schedule

For the most part, financial advisors work standard business hours, but some nights and weekends will be required in order to accommodate clients' schedules.


- On target earnings 45,000USD
- Career development pathways
- Full training provided
- Support network

If you are interested in this position, please send your CV via this website.
  • Solo empresas. Si eres un intermediario, por favor, no contactes al anunciante.
  • NO contactarnos por servicios u ofertas no solicitados

ID publicación: 7008795864


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