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Associate Financial Consultant Jobs in Virginia (NOW HIRING)

Comtech, LLC

Financial Senior Consultant

Arlington, VA · On-site

$134K/yr

Depending on the business processes under investigation, the Financial Management Associate Manager is expected to apply subject matter expertise to evaluate cross-functional processes and the ...

Sentara Healthcare

Finance Consultant - Hybrid

Virginia Beach, VA · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Provides financial, analytical and business management consulting support for a group of assigned ... For positions that are available as remote work, Sentara Health employs associates in the following ...

Sentara Healthcare

Finance Consultant

Virginia Beach, VA · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

... financial, analytical, and business management consulting support for physician compensation ... For positions that are available as remote work, Sentara Health employs associates in the following ...

McGuireWoods LLP

Sr. Financial Analyst

Richmond, VA · Hybrid

$84K - $105K/yr

Acts as the primary source of consultative financial analyses for the Department Chairs. Provide ... Help review the monthly/quarterly/annual reports prepared by Associate Financial Analysts. Will ...

McGuireWoods LLP

Sr. Financial Analyst

Richmond, VA · Hybrid

$84K - $105K/yr

Acts as the primary source of consultative financial analyses for the Department Chairs. Provide ... Help review the monthly/quarterly/annual reports prepared by Associate Financial Analysts. Will ...

McGuireWoods LLP

Sr. Financial Analyst

Richmond, VA · On-site

$83K - $128K/yr

Acts as the primary source of consultative financial analyses for the Department Chairs. Provide ... Help review the monthly/quarterly/annual reports prepared by Associate Financial Analysts. Will ...

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All JobsAssociate Financial Consultant JobsAssociate Financial Consultant Jobs in Virginia

Associate Financial Consultant information

See Virginia salary details

$45.1K

$103K

$172.5K

How much do associate financial consultant jobs pay per year?

As of Aug 15, 2026, the average yearly pay for associate financial consultant in Virginia is $102,986.00, according to ZipRecruiter salary data. Most workers in this role earn between $78,300.00 and $123,900.00 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.

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

The most popular types of Financial Consultant jobs in Virginia are:

What are popular job titles related to Associate Financial Consultant jobs in Virginia?

For Associate Financial Consultant jobs in Virginia, the most frequently searched job titles are:

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

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

What cities in Virginia are hiring for Associate Financial Consultant jobs?

Cities in Virginia with the most Associate Financial Consultant job openings:

Associate Financial Consultant jobs near you
Infographic showing various Associate Financial Consultant job openings in Virginia as of August 2026, with employment types broken down into 1% As Needed, 85% Full Time, 12% Part Time, and 2% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $102,986 per year, or $49.5 per hour.

Financial Consultant - Midlothian, VA

Fidelity Investments

Midlothian, VA

$60K - $75K/yr

Full-time

Medical, Retirement, PTO

Re-posted 10 hours ago

Fidelity Investments rating

8.7

Company rating: 8.7 out of 10

Based on 271 frontline employees who took The Breakroom Quiz

15th of 150 rated financial services

Job description

Job Description:The Role

Working in our Investor Center, you will engage face-to-face with your clients, providing mentorship and personalized planning, while helping expand the reach of the firm's brand. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.

The Expertise and Skills You Bring
  • Proven success in building relationships, uncovering needs, and recommending solutions
  • FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire
  • Ability to present complex solutions to a knowledgeable client base while building rapport and credibility
  • Degree or equivalent experience and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you acquire one
  • Ability to thoughtfully introduce clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions
  • Coachable, collaborative, and curious are key attributes
  • Committed to delivering an outstanding customer experience with a passion for seeing others thrive
  • Motivated by results and finding solutions, takes initiative and exceeds customer expectations
  • Extensive knowledge of investment solutions
The Team

Fidelity's greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements.

Ourbenefit programsare designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!

Note: Fidelity will not provide immigration sponsorship for this position.

Fidelity's Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

The base salary range for this position is $60,000 - $75,000 per year.

Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.

Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.


We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.

Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Certifications:Series 07 - FINRA, Series 66 - FINRACategory:Sales

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