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NFP

Advisor Consultant ( Life Insurance)

Chicago, IL

$85K - $104K/yr

The Advisor Consultant, serves as a hybrid analytical and consultative role, supporting both the execution of Advanced Planning deliverables and the development of Advisors and Advisor Assistants.

NFP

Advisor Consultant ( Life Insurance)

Manhattan, NY · On-site

$85K - $104K/yr

The Advisor Consultant, serves as a hybrid analytical and consultative role, supporting both the execution of Advanced Planning deliverables and the development of Advisors and Advisor Assistants.

Sunset Auto Group

Service Advisor/Consultant

Sarasota, FL · On-site

$80K - $130K/yr

Join the Audi Sarasota Team as a Service Advisor/Consultant - Where Your Career Can Thrive Are you a skilled and customer-focused Service Advisor looking for a place to grow? Audi Sarasota, part of ...

hcmportal

Advisor Experience Consultant

Topeka, KS · Hybrid

We're Looking for an experienced Advisor Experience Consultant! About the Company: Security Benefit is a leader in the U.S. retirement market with more than $60 billion in assets under management. We ...

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How much do advisor consultant jobs pay per year?

As of Jun 9, 2026, the average yearly pay for advisor consultant in the United States is $87,961.00, according to ZipRecruiter salary data. Most workers in this role earn between $50,000.00 and $116,000.00 per year, depending on experience, location, and employer.

How does an Advisor Consultant typically collaborate with financial advisors and internal teams to achieve client goals?

Advisor Consultants work closely with financial advisors to understand their clients' needs and recommend suitable investment products or solutions. They often serve as a bridge between the external advisors and internal teams such as portfolio managers, product specialists, and marketing departments. Regular communication, presentations, and joint meetings are common, ensuring that all parties are aligned and clients receive tailored, effective financial strategies. Successful Advisor Consultants excel at building relationships and coordinating resources to support advisors in reaching their business objectives.

What is an Advisor Consultant?

An Advisor Consultant is a professional who works primarily with financial advisors to provide them with investment solutions, market insights, and product expertise. They often represent investment firms or asset management companies and help financial advisors select appropriate investment products for their clients. Advisor Consultants may deliver presentations, conduct portfolio analysis, and offer ongoing support to ensure advisors have the tools and knowledge they need. Their goal is to build strong relationships with advisors, ultimately helping them grow their businesses and better serve their clients.

What are the key skills and qualifications needed to thrive as an Advisor Consultant, and why are they important?

To thrive as an Advisor Consultant, you need strong analytical abilities, financial acumen, and typically a bachelor's degree in finance, business, or a related field. Familiarity with CRM software, financial modeling tools, and industry certifications such as CFP or CFA are commonly required. Excellent interpersonal communication, problem-solving, and relationship-building skills help set top performers apart. These competencies are crucial for providing tailored advice, building trust with clients, and driving business growth.
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Advisor Consultant jobs near you
Infographic showing various Advisor Consultant job openings in the United States as of May 2026, with employment types broken down into 1% Internship, 90% Full Time, 6% Part Time, and 3% Contract. Highlights an 86% Physical, 5% Hybrid, and 9% Remote job distribution, with an average salary of $87,961 per year, or $42.3 per hour.

Advisor Consultant ( Life Insurance)

NFP

Chicago, IL

$85K - $104K/yr

Full-time

Medical, Life, Retirement, PTO

Posted 19 days ago

Job description

Who We Are:

Lenox Advisors brings together sophisticated solutions in wealth management and insurance services to high-net-worth individuals and their families. As a wholly owned subsidiary of NFP Corp., we combine the culture of a boutique firm with the stability and backing of a large corporation to create an environment that's truly unique. NFP is a seven-time Best Places to Work award winner in Business Insurance who has also earned the 5-Star Diversity, Equity and Inclusion (DEI) award from Insurance Business magazine and the WORK180 employer endorsement. We’re a recognized Elite Agency award winner and a leading property and casualty broker, benefits consultant, wealth manager, and retirement plan advisor. NFP provides solutions enabling client success through the expertise of over 8,000 global employees, investments in innovative technologies, and enduring relationships with highly rated insurers, vendors and financial institutions. To learn more, please visit: https://www.NFP.com.

Summary: The Advisor Consultant, serves as a hybrid analytical and consultative role, supporting both the execution of Advanced Planning deliverables and the development of Advisors and Advisor Assistants. This role is responsible for managing case flow within the Advanced Planning queue, delivering high-quality case design and presentation materials, and acting as a key resource for onboarding and training junior or inexperienced Advisors. The Advisor Consultant partners closely with Advanced Planning leadership, Operations, and field teams to provide product guidance, develop training content, and enhance best practices.

Job Accountabilities:

  • Design insurance illustrations and client-ready one-pagers (MassMutual + preferred carriers) using templates and PDF tools; manage revisions, rush requests, and approvals, including complex case support with AVP+
  • Manage Advanced Planning CRM queue, prioritize requests, and drive workflow efficiency and timely completion
  • Provide consultative support to junior Advisors/Advisors Assistant, translating complex insurance concepts into actionable sales guidance
  • Lead and support onboarding, training sessions, job aids, and ongoing field communications for Advisors/Advisors Assistants
  • Support operational improvements, identify trends/gaps, and contribute to scalable tools, reporting, and process enhancements
  • Participate in ad hoc strategic initiatives aligned with Life/DI and broader firm priorities

Job Competencies:

  • Strong knowledge of life insurance products, illustration platforms, and case design; working DI knowledge preferred
  • Proficiency in CRM tools (e.g., Mosaic), Excel, and presentation software
  • Strong understanding of sales processes and how Advanced Planning supports advisor success
  • High analytical ability, attention to detail, and strong problem-solving in fast-paced environments
  • Clear communicator able to simplify complex concepts for field audiences
  • Strong organization, time management, and ability to manage competing priorities independently
  • Service-oriented, collaborative, proactive, and continuously improvement-focused
  • Professionalism, integrity, and sound judgment in all interactions

Requirements & Career Path:

  • Bachelor’s degree preferred or equivalent experience
  • 7+ years in insurance, Advanced Planning, or sales support roles
  • Life & Health insurance license required

What We Offer:

NFP is proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others. The base salary range for this position is $85,000-104,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, the skill level required for the position, the scope of the position, and geographic location. The actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

NFP and You... Better Together!

NFP is an inclusive Equal Employment Opportunity employer.

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