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Associate Financial Consultant Jobs in Spring, TX

Provide consultative guidance to Financial Representatives, field staff, and office leadership on ... Train Financial Representatives, Associate Financial Representatives, staff, and leadership on ...

Provide consultative guidance to Financial Representatives, field staff, and office leadership on ... Train Financial Representatives, Associate Financial Representatives, staff, and leadership on ...

Position Profile We are seeking a junior-level consultant to join our Energy Solutions team as an ... An Bachelor's degree in Finance, Economics, Engineering, Data Analytics, or a related field * 0-2+ ...

Position Profile We are seeking a junior-level consultant to join our Energy Solutions team as an ... An Bachelor's degree in Finance, Economics, Engineering, Data Analytics, or a related field * 0-2+ ...

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Associate Financial Consultant information

See Spring, TX salary details

$40.5K

$92.4K

$154.8K

How much do associate financial consultant jobs pay per year?

As of Aug 8, 2026, the average yearly pay for associate financial consultant in Spring, TX is $92,439.00, according to ZipRecruiter salary data. Most workers in this role earn between $70,300.00 and $111,200.00 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 popular job titles related to Associate Financial Consultant jobs in Spring, TX? For Associate Financial Consultant jobs in Spring, TX, the most frequently searched job titles are:
What job categories do people searching Associate Financial Consultant jobs in Spring, TX look for? The top searched job categories for Associate Financial Consultant jobs in Spring, TX are:
What cities near Spring, TX are hiring for Associate Financial Consultant jobs? Cities near Spring, TX with the most Associate Financial Consultant job openings:

Corporate Finance-Transaction Advisory-Associate, Senior Associate, Consultant

Berkeley Research Group

Houston, TX

Full-time

Re-posted 14 days ago


Job description

BRG's Global Transaction Advisory practice is seeking to add due to client and market expansion.  The opportunity to growth in multiple markets is open and the overall responsibilities gather here:

Articulating findings and recommendations around the key financial and business issues in a transaction and key value drivers are critical components for this position. The ideal candidate should be prepared to work in a team environment on a diverse range of transaction advisory services assignments relating to:
Financial Statement Review and Reconciliations
Quality of Earnings
Quality of Net Working Capital
Business and Transactional Performance
Responsibilities:
Support the day-to-day activities of BRG's Corporate Finance – Transaction Advisory client service teams executing on buy and sell side diligence engagements
Demonstrate consistent, balanced project delegation, supervision and leadership skills across all areas of an engagement
Utilize business, finance, accounting, and analytical skills to perform tasks including, but not limited to: quality of earnings, financial trend analysis, working capital trending, and benchmark, financial statement review, and business plan assessments
Demonstrate the ability to work in a team environment; collaborate with TA and BRG experts, professionals from other firms and client contacts to achieve engagement objectives
Lead the preparation of reports, written analyses, presentations, and other client deliverables
Participate in the development of a fast-growing, entrepreneurial consulting practice including assisting in marketing, client pitches, and product and practice development
Demonstrate the highest degree of professionalism, ethics, quality, and integrity
Assist in identifying issues for purchase price adjustments and potential deal structuring insights
Basic Qualifications:
Bachelor’s or Master’s degree in Accounting from a leading university. An MBA or CPA is a plus
2 plus years of prior work experience; ideally in a consulting or professional services environment (Multinational professional service firms or Big Four preferred)
Strong data analysis skills and problem solving abilities
Desire and ability to manage processes and other staff
Strong written and oral communication skills and a demonstrated ability to interact with senior management
Ability to work independently on smaller transactions
Willingness to travel up to 40% when/if needed
Preferred Skills
Proficient in Microsoft Word, Excel, PowerPoint
Experience with Big Data analysis, Data Visualization, and/or Business intelligence tools
Ability to manage multiple tasks and prioritize changing work demands
Ability to understand legal documents and complex agreements
Familiarity with financial research tools (e.g. Capital IQ, Bloomberg, etc.)
Work experience in an established and widely accepted Transaction Advisory practice
Experience and depth of knowledge of industry players, key industry drivers, and current trends
About BRG
Berkeley Research Group provides independent advice, data analytics, authoritative studies, expert testimony, investigations, and regulatory and dispute consulting to Fortune 500 corporations, financial institutions, government agencies, major law firms, and regulatory bodies around the world. BRG experts provide sophisticated economic, financial, and analytical advice across a wide range of disciplines, including antitrust and competition policy, complex damages, finance, healthcare, intellectual property, restructuring, valuation, and workforce issues. In addition, the firm assists clients in major industry sectors with compliance, business process improvement, and strategy consulting. Headquartered in Emeryville, California, BRG currently has over 40 offices across the United States and internationally. This position offers advancement opportunities within a rapidly growing expert services and consulting firm.
Candidate must be able to submit verification of his/her legal right to work in the United States, without company sponsorship.
BRG is an Equal Employment Opportunity/Affirmative Action Employer. All qualified candidates will receive consideration for employment without regard to race, color, religion, sex, gender identity, sexual orientation, national origin, disability, or protected veteran status.