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1,115 jobs found
12.02.2024
WF

Wells Fargo Financial Consultant United States, Florida

Limitless High-tech career opportunities - Expoint
Description:
Work with the Financial Advisor in providing clients with financial advice consistent with clients’ goals and risk tolerance. Meet with clients to collect financial information. Assess investment profile and evaluate...
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12.02.2024
T

Truist Financial Consultant United States, Ohio, Cleveland

Limitless High-tech career opportunities - Expoint
Description:
Regular or Temporary:English (Required)1st shift (United States of America)Please review the following :JOB SUMMARYESSENTIAL DUTIES AND RESPONSIBILITIESFollowing is a summary of the essential functions for this job. Other duties may...
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05.02.2024
T

Truist PCG Financial Consultant United States, North Carolina, New Bern

Limitless High-tech career opportunities - Expoint
Description:
Regular or Temporary:English (Required)1st shift (United States of America)Please review the following :JOB SUMMARYESSENTIAL DUTIES AND RESPONSIBILITIESFollowing is a summary of the essential functions for this job. Other duties may...
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14.02.2024
T

Truist PCG Financial Consultant United States, North Carolina, Raleigh

Limitless High-tech career opportunities - Expoint
Description:
Regular or Temporary:English (Required)1st shift (United States of America)Please review the following :JOB SUMMARYESSENTIAL DUTIES AND RESPONSIBILITIESFollowing is a summary of the essential functions for this job. Other duties may...
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15.02.2024
WF

Wells Fargo Profit Formula Financial Consultant United States, Connecticut, Danbury

Limitless High-tech career opportunities - Expoint
Description:
Work with the Financial Advisor in providing clients with financial advice consistent with clients goals and risk tolerance. Meet with clients to collect financial information. Assess investment profile and evaluate...
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03.02.2024
PNC

PNC Financial Sales Consultant United States, Pennsylvania

Limitless High-tech career opportunities - Expoint
Description:
Builds the retail customer base through proactive, outbound quality sales conversations. Creates customer loyalty and grows customer share of wallet through a differentiated customer experience. Sells the bank's products and...
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20.02.2024
T

Truist Financial Consultant Truist Investment Services St Petersbur... United States, Florida, Saint Petersburg

Limitless High-tech career opportunities - Expoint
Description:
Regular or Temporary:English (Required)1st shift (United States of America)Please review the following :JOB SUMMARYESSENTIAL DUTIES AND RESPONSIBILITIESFollowing is a summary of the essential functions for this job. Other duties may...
Full job details
Limitless High-tech career opportunities - Expoint
Description:
Work with the Financial Advisor in providing clients with financial advice consistent with clients’ goals and risk tolerance. Meet with clients to collect financial information. Assess investment profile and evaluate...
Full job details
Are you an experienced finance consultant looking to get a foot into the tech industry? Look no further than Expoint, the job-searching platform made solely for the tech industry. As a financial consultant at Expoint, you will be responsible for advising on how to manage the finances of their clients. You will work with a broad range of clients ranging from start-ups to established tech companies. An important part of your role will be to develop strategies to ensure income is balanced and expenses are managed. You will be required to provide up-to-date and accurate financial advice to clients, taking into consideration current and upcoming financial trends. Additionally, you will also advise on financial management strategies to help ensure the clients’ financial health and maximise their profits. A successful financial consultant should be knowledgeable, analytical and passionate about finance. As a consultant, you will need to have a good understanding of taxation laws, financial management, investment strategies, economics and accounting principles. Good communication and interpersonal skills are essential to understand the goals and requirements of clients. It is also important to have good research and presentation skills to be able to analyse financial data, compile clear and concise reports and present findings to clients. Expoint is the ideal job search platform for financial consultants looking to join the tech industry. You will have the opportunity to work with a range of clients, while utilising your skills and knowledge in the area of tech finance. To become part of our team, apply now and jumpstart your tech finance career with Expoint.