An investment consultant is a financial professional who provides investors with investment products, advice, and/or planning. Investment consultants do in-depth work on formulating investment strategies for clients, helping them fulfill their needs and reach their financial goals. Many financial advisors and financial planners would be considered investment consultants.
Investment consultants have experience in many different facets of the financial world. They are normally educated in a financial field, must have experience in the financial services industry, and must be licensed in order to work.
