A Day In The Life Of A Financial Consultant At Raftelis Financial Consulting
A typical day for Erik, a financial consultant at Raftelis, involves many client meetings across the United States, ranging from brief in-person sessions to strategic planning discussions. The remainder of Erik's workday focuses on coordinating with clients to gather necessary data, building financial models, and making "accurate, informed decisions," a process Erik describes as sometimes "hairy."
Meetings and Client Interaction, Data Analysis and Modeling, Problem-Solving and Decision-Making, Travel and On-site Collaboration, Coordination and Communication
Advizer Information
Name
Job Title
Company
Undergrad
Grad Programs
Majors
Industries
Job Functions
Traits
Erik Milde
Financial Consultant
Raftelis Financial Consulting
University of North Carolina at Charlotte
N/A
Engineering - Civil
Consulting & Related Professional Services, Energy & Utilities, Government & Public Sector
Finance
Disabled, Took Out Loans, Worked 20+ Hours in School
Video Highlights
1. Extensive client interaction, including both in-person meetings across the US and coordination to gather necessary data.
2. Development and use of financial models to inform decision-making processes.
3. Problem-solving and strategic planning to advise clients and determine optimal courses of action.
Transcript
What does a day in the life of a financial consultant look like?
A day in my life specifically involves a lot of meetings. We're usually putting together meetings with clients, which can vary from traveling to their location. We serve most of the United States.
So, you might stop in for a two-hour meeting because they require you to come in. These are often formatting strategy meetings to figure out next steps and what decisions we can make. That’s pretty much the average day and makes up the bulk of it.
The rest of my time is a mix between coordinating with clients and ensuring we get the right information. I also work on putting together models. You're putting this data together and trying to make accurate, informed decisions based on it. It can be kind of hairy at times, but that encapsulates most of my day-to-day.