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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 ...

Richter

Financial Consultant

Twinsburg, OH

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

Richter

Financial Consultant

Twinsburg, OH · Remote

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

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 ...

T Rowe Price

Financial Consultant

Colorado Springs, CO · Hybrid

  • Life

  • Retirement

Here, every associate contributes to the lives of those we serve for the better. We do this by ... A financial consultant is a valuable part of a sales team dedicated to high value sales and ...

TIAA

Financial Consultant

Philadelphia, PA · On-site

$72K - $95K/yr

  • Medical

  • Life

  • Retirement

Financial Consultant (T) The Financial Consultant is responsible for providing in person and ... We equip our associates with future-focused skills and AI tools that enable us to advance our ...

TIAA

Financial Consultant

Philadelphia, PA · On-site

$72K - $95K/yr

  • Medical

  • Life

  • Retirement

Financial Consultant (T) The Financial Consultant is responsible for providing in person and ... We equip our associates with future-focused skills and AI tools that enable us to advance our ...

TIAA

Financial Consultant

Columbia, SC · On-site

$72K - $95K/yr

  • Medical

  • Life

  • Retirement

Financial Consultant (T) The Financial Consultant is responsible for providing in person and ... We equip our associates with future-focused skills and AI tools that enable us to advance our ...

TIAA

Financial Consultant

Columbia, SC · On-site

$72K - $95K/yr

  • Medical

  • Life

  • Retirement

Financial Consultant (T) The Financial Consultant is responsible for providing in person and ... We equip our associates with future-focused skills and AI tools that enable us to advance our ...

Ocean Bank

Financial Consultant

Miami, FL · On-site

Overview The Financial Consultant in Ocean Financial Services is responsible for building and ... Associate's Degree. * Five (5) years of investment related experience in product sales and ...

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Showing results 1-20

All JobsAssociate Financial Consultant Jobs

Associate Financial Consultant information

See salary details

$45.5K

$103.9K

$174K

How much do associate financial consultant jobs pay per year?

As of Aug 15, 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 provides clients with financial advice, helps develop investment strategies, and assists in planning for financial goals. They analyze financial data, prepare reports, and often work under the supervision of senior consultants, using tools like financial planning software. Certification such as the CFP may be required or preferred.
More about Associate Financial Consultant jobs

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Cities with the most Associate Financial Consultant job openings:

What are the most commonly searched types of Financial Consultant jobs?

The most popular types of Financial Consultant jobs are:

What states have the most Associate Financial Consultant jobs?

States with the most job openings for Associate Financial Consultant jobs include:

What job categories do people searching Associate Financial Consultant jobs look for?

The top searched job categories for Associate Financial Consultant jobs are:

Associate Financial Consultant jobs near you
Infographic showing various Associate Financial Consultant job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 84% Full Time, 13% Part Time, and 2% Contract. Highlights an 90% Physical, 3% Hybrid, and 7% Remote job distribution, with an average salary of $103,877 per year, or $49.9 per hour.

Associate Financial Consultant

Regions Financial Corporation

Birmingham, AL • On-site

$40K - $100K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 11 days ago

Regions Bank rating

8.2

Company rating: 8.2 out of 10

Based on 160 frontline employees who took The Breakroom Quiz

51st of 171 rated banks

Job description

Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed, then we are your employer of choice.
Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored in accordance with regulatory requirements and in conjunction with Regions' Retention Schedule for a minimum of three years. You may review, modify, or update your information by visiting and logging into the careers section of the system.
Job Description:
At Regions, the Associate Financial Consultant - Regions Investment Services (RIS) assists Financial Advisors in establishing a portfolio of bank customers based on meeting the financial objectives of the customer through sound guidance and advice.
Primary Responsibilities
  • Establishes joint appointments with Financial Advisors and customers
  • Works with Financial Advisors on preparing and scheduling meetings
  • Assists in covering branches that do not have a dedicated Financial Advisor
  • Responds to customer and Financial Advisors' requests
  • Updates customer information
  • Completes required and assigned training modules
  • Becomes familiar and educated with investment products used to meet customers' investment needs
  • Demonstrates customer-focused partnership with branch staff

This position requires the tracking of time and is eligible for overtime for hours worked in excess of 40 per week under the Fair Labor Standards Act.
This position is incentive eligible.
Requirements
  • High School Diploma or GED
  • Six (6) months of related experience

Preferences
  • Life Insurance License strongly preferred
  • Obtain Financial Industry Regulatory Authority (FINRA) registrations including the Series 6, 7, 63, 65, or 66

Skills and Competencies
  • Ability to engage in a high touch environment
  • Ability to gain understanding of our customers' current financial standing and their short and long term financial goals
  • Ability to work towards full licensing within six (6) months or a mutually agreed upon time frame

Compensation for this role includes base compensation and variable compensation. Associates in this role have total compensation earning potential of $40,000 - $100,000+.
Position Type
Full time
Incentive Pay Plans:
This role is eligible to participate in a commission incentive plan. Employees have the potential to earn commission based on performance against defined metrics and goals.
Position Type
Full time
Benefits Information
Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible associates. Listed below is a synopsis of the benefits offered by Regions for informational purposes, which is not intended to be a complete summary of plan terms and conditions.
  • Paid Vacation/Sick Time
  • 401K with Company Match
  • Medical, Dental and Vision Benefits
  • Disability Benefits
  • Health Savings Account
  • Flexible Spending Account
  • Life Insurance
  • Parental Leave
  • Employee Assistance Program
  • Associate Volunteer Program

Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time. To learn more about Regions' benefits, please click or copy the link below to your browser.
https://www.regions.com/about-regions/welcome-portal/benefits
Location Details
Greystone
Location:
Birmingham, Alabama
Equal Opportunity Employer/including Disabled/Veterans
Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.

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