Job Summary

Are you the kind of financial strategist who can walk into a complex situation, cut through the noise, and deliver a clear, actionable plan? We’re looking for a contract Financial Consultant who thrives on solving problems, spotting opportunities others miss, and turning uncertainty into confident decision-making. If you love variety, autonomy, and making a measurable impact—this is your stage. The ideal candidate will possess a deep understanding of financial markets, regulatory frameworks, and a broad spectrum of financial products. Your expertise will support clients in navigating complex financial concepts, ensuring compliance with industry standards, and optimizing their financial portfolios.

Responsibilities:

Conduct in-depth financial assessments to identify strengths, risks, and opportunities.
Develop tailored financial strategies for businesses, including investment planning, budgeting, and cash flow optimization.
Provide clear, actionable recommendations backed by data and industry best practices.
Collaborate with internal teams to ensure seamless execution of financial plans.
Monitor progress, adjust strategies as needed, and communicate updates
Stay current on market trends, tax regulations, and emerging financial tools

Requirements

Proven experience as a Financial Consultant, Advisor, or similar role (5+ years preferred).
Familiarity with securities law, FINRA regulations, and industry compliance standards
Strong background in tax experience related to corporate finance
Strong analytical skills with the ability to translate complex data into clear, actionable insights.
Proficiency in financial software tools and technical accounting practices.
Ability to communicate complex concepts clearly
Ability to analyze market data and provide strategic investment recommendations
Conduct in-depth financial assessments to identify strengths, risks, and opportunities.
Bachelor's degree in Finance, Economics, Accounting or related field; advanced certifications preferred

Why Work with Us
Respectful, collaborative environment that values your expertise.

If you are passionate about empowering clients through expert financial guidance and possess the necessary skills to excel in a fast-paced environment, we encourage you to apply today. Join us in delivering exceptional financial services that make a meaningful difference for our clients' futures.

Work Location: In person

Tactical HR

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