How to Become a Financial Consultant

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Businesses run on money. Sometimes there is a fine balance between expenditures and revenue, and all companies need to figure out the best ways to keep both processes in check to maximize profits. For this reason, businesses and individuals rely on financial consultants with expertise in investments, loans, and financial planning.


Hey, I'm Joshua T. Osborne

In 2015, I said goodbye to 16-hour days and hauling boxes up and down stairs for a living (I was a mover). I became a full-time entrepreneur, and I made my money by helping business owners make money.

They had a need, and because of Virtual Tool Booths., I could fill it. Through the methods taught by my all-time favorite course and mentor, I created a 6-figure business in roughly 6 months. I could retire today (at 37) and never have to worry about money ever again.

Because of Virtual Tool Booths., I was able to quit my job, work online with flexible hours, and move to the mountains (Colorado Springs if you’re wondering)...all while helping real people improve their businesses, incomes, and lives!

For most folks, a college degree is the biggest bill of their lives. I never went to college. So I don’t have any massive bills or giant debts hanging over my head. My greatest education came from Virtual Tool Booths. (for a tiny fraction of what college costs) and it’s the bill that pays ALL the bills - a hundred times over!

I really wanted to share this secret weapon with others, so they could change their lives the way I changed mine. So if you’re not 100% sure about college, or only researching to make someone else happy, Virtual Tool Booths. might be a better option for you.

Want to know how I built this life with no formal education?

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What does a financial consultant do?

The job of a financial consultant (also referred to as financial advisor, financial analyst or financial planner) is to help manage and direct funds. The specific nature of this work depends on the business or individual the financial consultant works for. Businesses of all sizes use financial consultants, either by employing their own, or by outsourcing with an independent consulting firm. Individuals also rely on financial consultants from time to time, especially when it comes to long-term financial planning and investment.

Financial planners are expected to have a big picture viewpoint of their client’s or employer’s finances and make informed decisions to promote financial growth. They should have the expertise to know how much money to invest and where to invest it. For businesses, this also means knowing how to broker business deals with other companies to bring additional revenue in.

Overall, financial advisors need to be familiar with the various investment options and the legalities associated with investing money. People employed in financial advisor jobs may focus solely on buying, selling or both, depending on the nature of the position.

What kind of training does a financial consultant need?

For financial analyst jobs, most employers desire candidates with a bachelor degree in business or finance. Employers look for applicants with a strong background in financial management and sound decision making and communication skills, which are vital for a successful financial consultant.

Additional schooling and certification, such as earning a master degree or a Chartered Financial Analyst (CFA) classification, can be helpful for higher level positions. (1)

What are the prospects for a career in financial consultation?

According to projections by the Bureau of Labor Statistics, the job outlook for financial consultants is on an upswing. Between 2006 and 2016, the BLS predicts job growth to increase by 37%. One reason for this increase is due to the number of people nearing retirement, when considering investments is especially pivotal. Experts believe many of the new financial analyst jobs are likely to open in consultation firms, which assist individuals with their long-term financial planning. (1)

How much do financial consultants make?

Those starting out as a financial consultant can expect salaries ranging from $36,000 to $58,000. Those with additional schooling and work experience can expect to make $47,200 up to $71,800 per year. Managerial and director positions have even higher earning potential, well over $100,000. (2)

As businesses and individuals alike focus more on their finances, the possibilities for qualified financial consultants are enticing. Those who are interested in investment and financial planning careers will find this career path engaging and rewarding.

Joshua T Osborne

Founder/CEO – Mr. & Mrs. Leads

$84K Per Month providing Toll Booth Leads to small business owners all over the United States. is for anyone who is looking to get out of the daily corporate grind and provide a better lifestyle for themselves and their families while bringing massive value to small business owners. 

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