If you are someone who is passionate about helping people achieve their goals through financial planning, then a career as a financial consultant could be for you. Before you go into this career path, you should know what kind of skills you need to succeed in the job. 

Having previously worked as a car consultant, Jason Grzesik is an expert in personal finance, warranties, and automobiles, and he is currently pursuing a career as a financial and warranty consultant. Today he shares the 7 skills you will need as a financial consultant.

  • Business management and development skills so you can track how the business is doing and negotiate product deals
  • Customer service skills and a sense of professionalism
  • Excellent ability to listen to and understand the needs of the client
  • Knowledge of mathematics, economics, and accounting
  • Attention to detail
  • Top-notch verbal communication skills
  • The ability to conduct research into the financial history of a client