- 2,304
Tell us More!What does a financial consultant and a CEO competition have in common? He assesses the financial condition and resources of his client, develops an investment policy for him, a scheme of work with banks, brokerage and insurance companies, helps him make financial decisions and manage his budget. Ideally, a consultant is able to solve all financial problems of a company or an individual. As part of working for an investment or insurance organization, financial consultants are also involved in finding and attracting new clients and selling the company's services.