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Advisor Consultant Jobs (NOW HIRING)

Lazard, Inc.

Internal Advisor Consultant

Manhattan, NY · On-site

$85K - $105K/yr

The Internal Advisor Consultant serves a critical function within sales distribution of the Financial Institutions Group. The team focuses on strengthening existing advisor relationships, identifying ...

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How much do advisor consultant jobs pay per year?

As of Aug 10, 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 qualifications do I need to be an advisor consultant?

To become an advisor consultant, candidates typically need a bachelor's degree in finance, business, or a related field. Relevant certifications such as the Series 7 or Series 65 license are often required, along with strong communication, analytical, and interpersonal skills. Experience in financial planning or consulting can also be beneficial.

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 August 2026, with employment types broken down into 92% Full Time, 6% Part Time, and 2% Contract. Highlights an 72% Physical, 3% Hybrid, and 25% Remote job distribution, with an average salary of $87,961 per year, or $42.3 per hour.

Service Advisor/Consultant

Merit Chevrolet Co.

Saint Paul, MN • On-site

$70K - $100K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 29 days ago

Job description

Join Merit Chevrolet Co. as a Service Advisor/Consultant in Saint Paul, MN, where you'll be the key liaison between our service department and our valued customers. In this role, you'll provide exceptional customer service by guiding clients through vehicle service needs, facilitating communication between customers and technicians, and ensuring a seamless service experience that builds trust and loyalty.
Responsibilities
  • Greet customers promptly and courteously and listen carefully to their vehicle service needs.
  • Review and explain repair and maintenance options, providing accurate cost estimates and timelines.
  • Schedule service appointments and maintain effective communication with customers throughout the repair process.
  • Coordinate with service technicians to ensure accurate diagnosis and completion of vehicle repairs.
  • Manage service orders, process payments, and maintain detailed records of customer interactions and service history.
  • Provide follow-up communication to ensure customer satisfaction and address any concerns.
  • Stay informed about automotive products, services, and procedures to provide knowledgeable advice to customers.
Requirements
  • Proven experience as a Service Advisor or related customer service role, preferably in the automotive industry.
  • Strong communication and interpersonal skills with a customer-focused attitude.
  • Ability to understand vehicle service and repair terminology.
  • Organizational skills to manage multiple service orders efficiently.
  • Proficiency with computer systems and scheduling software.
  • Valid driver's license and reliable transportation.
  • High school diploma or equivalent; additional technical training is a plus.
Benefits
  • Competitive salary of $70,000.00 - $100,000.00 per year, paid semi-monthly.
  • Health, dental, and vision insurance options.
  • Retirement savings plan with company match.
  • Paid time off and holidays.
  • Employee discounts on vehicle purchases and service.
  • Opportunities for career growth and training.
About the Company
Merit Chevrolet Co. is a trusted automotive dealership located in Saint Paul, MN, committed to delivering high-quality vehicles and exceptional service to our customers. We pride ourselves on fostering a welcoming and professional environment where employees are valued and customers are treated like family. Join our team and be part of a company dedicated to excellence, innovation, and community engagement.
```Merit Chevrolet is looking for an experienced Automotive Service Advisor/Consultant to join our team. We have been Family owned since 1949, and we take pride in our high level of customer service. We have positioned ourselves in the market for continued exponential growth and are looking for a leader to take charging care of our customers, focusing on providing a great customer experience, a high quality of work, and a thriving environment that not only attracts and retains customers, but employees alike.
ESSENTIAL FUNCTIONS
• Greet customers, listen to the description of the problem, obtain customer and vehicle information
• Secure agreement from customers before repairs; cover cost estimate; and approximate time when vehicle's work will be completed
• Advise customers on the care of their cars and the value of maintaining their vehicles in accordance with manufacture's specifications, using maintenance menus
• Handle minor customer complaints and misunderstandings
• Follow up progress of each repair order during the day, contact customers by telephone regarding changes in the estimate or time promised
• Handle telephone inquiries and return phone messages promptly
• Deliver vehicles to customers and answer any questions, review work performed and explain charges and coverage
• Assist the service manager as necessary
BENEFITS
  • Health insurance
  • 401k
  • Paid Holidays
  • Opportunity for grow.

REQUIREMENTS
  • Two or more year's related experience in an automotive service advisor/consultant position preferred.
  • Excellent customer service skills.
  • Professional appearance and work ethic.
  • Ability to work well in a process driven environment.
  • High school diploma or equivalent.
  • Valid driver license in the state that you will work and a good driving record.

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