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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 ...

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 ...

Mcguirewoods

Sr. Financial Analyst

Richmond, VA · On-site

$100 - $125/hr

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 Sep 7, 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 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 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 does an associate financial consultant do?

An associate financial consultant assists clients with financial planning, investment strategies, and portfolio management under the supervision of senior consultants. They analyze financial data, prepare reports, and use financial tools to help clients achieve their financial goals, often requiring relevant certifications and strong analytical skills.

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 83% Full Time, 14% Part Time, and 3% Contract. Highlights an 87% Physical, 3% Hybrid, and 10% Remote job distribution, with an average salary of $102,986 per year, or $49.5 per hour.

Investment Consultant- Virginia Beach, VA

The Charles Schwab Corporation

Virginia Beach, VA • On-site

$80 - $100/hr

Other

Medical, Dental, Vision, Retirement

Posted 12 days ago

Job description

Your Opportunity

At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.

As an Investment Consultant (IC) at Schwab, you have the opportunity to learn and grow within our Branch Network at the ground floor. The first foray into the path towards becoming a Financial Consultant (FC) at Schwab, the IC role provides the exposure and experience required to advance in this challenging space. You’ll learn what it takes to build a book of business through proactive, outbound calls to existing Schwab clients, uncovering opportunities through needs-based analysis and positioning appropriate products and solutions. You’ll observe our skilled FCs and learn how to deliver unparalleled value and service through collaboration and mentoring. If you are seeking the first step towards a rich and rewarding career in financial consulting, look no further than Schwab’s Investment Consultant role.

In addition to the salary range, this role is also eligible for bonus or incentive opportunities.

What you are good at

Building strong, personal relationships with our clients is a key component of Schwab’s business strategy. The Associate Financial Consultant will pursue this mission through:

  • Proactive outbound calls to existing Schwab clients, finding opportunities through needs based analysis and positioning appropriate products and solutions. At times, partnering with subject matter experts, peers and managers.
  • Create initial relationship with walk-in clients and or prospects to understand investment goals and objectives and position various suitable offerings, based upon individual needs.
  • Identify and refer additional opportunities to Branch Financial Consultants.
  • Delivering unparalleled value and excellent service.

We are looking for people with a passion for helping clients….

We value integrity, open communication, perseverance and continuous service to our clients. If you want to work with a firm that is dynamic, client centric and values your contributions by providing a successful environment for outstanding financial rewards, consider a career as an Associate Financial Consultant at Charles Schwab.

What you have

We place a premium on high performance, quality service and the ability to execute the Schwab strategy. Essential skills include:

  • Bachelor’s degreeor equivalent work-related experience
  • A valid and active Series 7 license required
  • A valid and active Series 66 (63/65) license required (may be obtained within a 120 day condition of employment)
  • A valid and active Life and Health Insurance license is required (may be obtained within a 120 day condition of employment)
  • Certified Financial Planner (CFP) certification is preferred
  • Minimum of two years of experience in the financial services industry (required)
  • Financialbusiness developmentexperience (highly preferred)
  • Knowledge of brokerage/banking products and services
  • Strong client relationship building experience

Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing. You will be required to register and to submit to the required SAFE Act background check and registration process

What’s in it for you

At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact.

We offer a competitive benefits package that takes care of the whole you – both today and in the future:

  • 401(k) with company match and Employee stock purchase plan
  • Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
  • Paid parental leave and family building benefits
  • Tuition reimbursement
  • Health, dental, and vision insurance
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