Financial Consultant Analyze the company's investment plans and financial status. Source and assess capital extension options, including funds and loans. Research and review the purchase and sale of stocks. Investigate market inclines and recognize the opportunities and risks. Screen financial strategies to establish financial goals and guarantee compliance with the law. Set objectives to build productivity. Audit daily transactions to recognize territories of improvements and change. Manage customer’s relationships with the company. Provide business administration assistance to customers. Specify the dangers involved with making specific investments to the customers clearly. Evaluate the client’s financial situation that is information regarding investments, savings, tax planning, and retirement planning. Motivate the finance team to increase revenue and productivity. Oversee present and future tax installments and payments. Prepare detailed financial reports.