What Do Investment Consultants Do?
The investment consultant holds an advisory position and works with their company's clients or as a contractor for multiple organizations. Brokerage firms and investment advisory companies are typical employers for investment consultants. The investment consultant is responsible for making calls to prospective and current clients, resolving their concerns and issues, and strengthening relationships. They help clients manage their portfolios, make suggestions, figure out the client's goals, and e…Read more
- Identify and follow-up on opportunities to expand client assets.
- Manage client investments by analyzing client's finances, identifying needs, and developing goals and financial plans.
- Assist with the development and facilitation of seminars and marketing development plans.
- Generate sales opportunities by promoting products and services to existing and potential clients.