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Associate Financial Consultant Jobs (NOW HIRING)

East West Bank

Financial Consultant Associate

Irvine, CA · On-site

$20/hr

... our associates' potential for career advancement. Headquartered in California, East West Bank ... Manage Financial Consultant's calendar (scheduling, rescheduling, travel arrangements) * Assist ...

East West Bank

Financial Consultant Associate

Arcadia, CA · On-site

$20/hr

... our associates' potential for career advancement. Headquartered in California, East West Bank ... Manage Financial Consultant's calendar (scheduling, rescheduling, travel arrangements) * Assist ...

Richter

Financial Consultant

Twinsburg, OH · On-site

The Financial Consultant, as part of the Financial Consulting team, is responsible for identifying ... Associates' established formats and standards. * Conduct analyses to evaluate alternative ...

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Associate Financial Consultant information

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$45.5K

$103.9K

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How much do associate financial consultant jobs pay per year?

As of Jun 7, 2026, the average yearly pay for associate financial consultant in the United States is $103,877.00, according to ZipRecruiter salary data. Most workers in this role earn between $79,000.00 and $125,000.00 per year, depending on experience, location, and employer.

What is the difference between Associate Financial Consultant vs Financial Advisor?

AspectAssociate Financial ConsultantFinancial Advisor
CredentialsTypically requires a bachelor's degree; certifications like Series 7 or 66 are commonOften requires similar certifications; may hold CFP or CFA designations
Work EnvironmentEntry-level role in financial firms, supporting senior staffClient-facing role providing personalized financial planning
Employer & Industry UsageUsed in investment firms, banks, and financial services companiesCommon across independent practices, banks, and advisory firms

The main difference is that Associate Financial Consultants typically support senior staff and focus on research and analysis, while Financial Advisors directly manage client relationships and provide tailored financial planning. Both roles require relevant certifications and work in similar environments, but their responsibilities and client interaction levels differ.

What are some typical challenges faced by an Associate Financial Consultant in their first year on the job?

In their first year, Associate Financial Consultants often face challenges such as building a client base, understanding complex financial products, and adapting to a fast-paced, goal-oriented environment. They must quickly develop strong communication skills to explain financial concepts clearly to clients and foster trust. Additionally, balancing client service with ongoing training and compliance requirements can be demanding, but these experiences are essential for long-term career growth in financial consulting.

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

To thrive as an Associate Financial Consultant, you need a solid understanding of financial planning, investment strategies, and regulatory compliance, often supported by a bachelor’s degree in finance or a related field. Familiarity with financial planning software, CRM tools, and certifications such as the Series 7 or Series 66 licenses are typically required. Strong interpersonal skills, attention to detail, and the ability to explain complex financial concepts clearly help build trust with clients. These skills and qualifications are crucial for delivering sound financial advice, ensuring regulatory compliance, and developing long-term client relationships.

What does an Associate Financial Consultant do?

An Associate Financial Consultant assists clients with their financial planning needs, such as investments, retirement planning, and wealth management. They typically work under the supervision of senior consultants, helping to analyze financial data, prepare reports, and recommend suitable financial products. Their role involves building client relationships, staying informed about market trends, and ensuring that clients' financial goals are met. Additionally, they may help with administrative tasks, client onboarding, and maintaining compliance with regulations.
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Associate Financial Consultant jobs near you
Associate Financial Consultant

Associate Financial Consultant

Community Financial System, Inc.

Syracuse, NY

$62K - $88K/yr

Full-time

Posted 2 days ago

Job description

Overview

At Community Financial System, Inc. (CFSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Bank, N.A., operates more than 200 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont and Western Massachusetts. Beyond retail banking, we also offer commercial banking, wealth management, investment management, insurance and risk management, and benefit plan administration.

Just as our employees are committed to helping our customers manage their finances, we’re committed to our employees. After all, they make it happen for our customers every day.

To ensure our people can enjoy long and successful careers here at CFSI, we offer competitive compensation, great benefits, and professional development and advancement opportunities. As an equal-opportunity workplace and affirmative-action employer, we celebrate and support a diverse workplace for the benefit of all: our employees, customers and communities.


Responsibilities

The function of an Associate Financial Consultant is to assist in the growth and development of an existing book of established client relationships, work and develop referrals within an assigned territory of CBNA Branches while collaborating with a Senior Financial Consultant.

  • Maintain proficient knowledge of, and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to pertinent policies, procedures, and internal controls, and meet all job-specific training requirements in a timely fashion.
  • Provide clients with suitable solutions to their financial services needs while maintaining a high standard of ethics.
  • Service the needs of existing customers and effectively manage existing book of business for additional investment customers.
  • Demonstrate good business practices involving, but not limited to, punctuality, professional demeanor, and leadership.
  • Maintain neat, timely, and accurate records for regulatory and business purposes.
  • Network with community centers of influence to generate mutual referrals.
  • Abide by the terms and agreements outlined by Invest Financial Corporation (the firms Broker Dealer).
  • Other Information:
  • As an integral member of Community Investment Services, Inc., this position is responsible to assist CISI and the bank in achieving their goals.

Qualifications

Education, Training and Requirements:

  • B.S. degree in finance (or a related field)
  • Securities License 7, 66, and NY Life and Health License desired or willing to commit to attaining Licensees within a 6 month period.
  • All applicants must be 18 years of age or older.

Skills:

  • Proficient reading, writing, grammar and mathematics skills.
  • Excellent interpersonal relations and communication skills.
  • Intermediate Microsoft Word, Excel, and email systems skills.
  • Working knowledge of the policies, procedures, and regulations related to the sale of investment products.

Experience:

  • Minimum of 5 year industry experience or related field