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Associate Financial Consultant Jobs (NOW HIRING)

TIAA

Financial Consultant

Louisville, KY · On-site

$75K - $100K/yr

The Financial Consultant provides in person and virtual counseling for all participants, new ... We equip our associates with future-focused skills and AI tools that enable us to advance our ...

TIAA

Financial Consultant

Syracuse, NY · On-site

$72K - $95K/yr

The Financial Consultant provides in person and virtual counseling for all participants, new ... We equip our associates with future-focused skills and AI tools that enable us to advance our ...

TIAA

Financial Consultant

Amherst, NY · On-site

The Financial Consultant provides in person and virtual counseling for all participants, new ... We equip our associates with future-focused skills and AI tools that enable us to advance our ...

TIAA

Financial Consultant

Tampa, FL

The Financial Consultant provides in person and virtual counseling for all participants, new ... We equip our associates with future-focused skills and AI tools that enable us to advance our ...

TIAA

Financial Consultant

Hamden, CT

The Financial Consultant provides in person and virtual counseling for all participants, new ... We equip our associates with future-focused skills and AI tools that enable us to advance our ...

TIAA

Financial Consultant

Gainesville, FL

The Financial Consultant provides in person and virtual counseling for all participants, new ... We equip our associates with future-focused skills and AI tools that enable us to advance our ...

TIAA

Financial Consultant

Rochester, NY

The Financial Consultant provides in person and virtual counseling for all participants, new ... We equip our associates with future-focused skills and AI tools that enable us to advance our ...

TIAA

Financial Consultant

Amherst, NY

The Financial Consultant provides in person and virtual counseling for all participants, new ... We equip our associates with future-focused skills and AI tools that enable us to advance our ...

TIAA

Financial Consultant

Las Vegas, NV

$75K - $100K/yr

The Financial Consultant provides in person and virtual counseling for all participants, new ... We equip our associates with future-focused skills and AI tools that enable us to advance our ...

TIAA

Financial Consultant

Tallahassee, FL · On-site

The Financial Consultant provides in person and virtual counseling for all participants, new ... We equip our associates with future-focused skills and AI tools that enable us to advance our ...

TIAA

Financial Consultant

Providence, RI · On-site

The Financial Consultant provides in person and virtual counseling for all participants, new ... We equip our associates with future-focused skills and AI tools that enable us to advance our ...

TIAA

Financial Consultant

Lexington, KY

$72K - $95K/yr

The Financial Consultant provides in person and virtual counseling for all participants, new ... We equip our associates with future-focused skills and AI tools that enable us to advance our ...

TIAA

Financial Consultant

New York, NY

$72K - $95K/yr

The Financial Consultant provides in person and virtual counseling for all participants, new ... We equip our associates with future-focused skills and AI tools that enable us to advance our ...

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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 Jul 5, 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.

How many financial advisors make $500,000 a year?

While a small percentage of financial advisors, including associate financial consultants, earn $500,000 or more annually, such high earnings typically require extensive experience, a strong client base, and specialization in high-net-worth individuals. Most financial advisors earn between $60,000 and $150,000 per year, with top performers reaching higher income levels through commissions, bonuses, and advanced certifications like the CFA or CFP.

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.

Is $200,000 enough to work with a financial advisor?

For an Associate Financial Consultant, $200,000 can be a substantial amount to invest or manage, depending on client goals and financial plans. Financial advisors often work with clients across a wide income range, and the adequacy of this amount depends on individual circumstances and investment strategies. Having strong knowledge of financial products and certifications like CFP can help in advising clients effectively with such funds.

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.

Is it hard to become an FA?

Becoming an Associate Financial Consultant typically requires a bachelor's degree, relevant certifications such as the Series 7 and Series 66, and strong interpersonal and analytical skills. The process involves passing licensing exams and gaining experience, which can take several months to years depending on individual circumstances.

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 tools like financial software to support client recommendations. Strong communication skills and relevant certifications, such as the CFP, are often required for this role.
More about Associate Financial Consultant jobs
What cities are hiring for Associate Financial Consultant jobs? 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 June 2026, with employment types broken down into 70% Full Time, 10% Part Time, and 20% Contract. Highlights an 88% Physical, 3% Hybrid, and 9% Remote job distribution, with an average salary of $103,877 per year, or $49.9 per hour.
Associate Financial Planning Consultant

Associate Financial Planning Consultant

Cetera Financial Group, Inc.

Baytown, TX • On-site

$68K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 19 days ago

Cetera Financial Group rating

8.3

Company rating: 8.3 out of 10

Based on 25 frontline employees who took The Breakroom Quiz

Job description


Cetera is seeking an Associate Financial Planning Consultant who will work directly with the Financial Planning Consultant to deliver successful onboarding and ongoing service of CPA planning relationships. The Associate Financial Planning consultant is an integral part of delivering an exceptional client experience. This will be a hybrid role for our primary office location in Baytown, TX. Candidates are required to come into office 2-3 days a week on the set office HUB schedule.
What you will do:
  • Provide clients with excellent experience and facilitate client retention by building strong relationships.
  • Meet with clients and CPAs as needed to present proposed solutions, gather information, complete paperwork, and provide timely and accurate follow-up
  • Effectively communicate financial concepts to clients and make suitable recommendations.
  • Assist lead advisors in monitoring portfolio investments.
  • Assist or conduct client meetings with the lead FPC.
  • Internal management of accounts to include the maintenance of investment policy statements and ensuring accounts are invested properly.
  • Responsible for assigned household relationships and delivering client service expectations.
  • Updates CRM (Client Relationship Management) database with client meeting notes and activity.
  • Performs various research tasks pertaining to client or advisor requests.
  • Performs other duties as assigned by lead FPC.
  • Maintain knowledge of industry developments and changes.
  • Work toward continuous quality improvement.
  • Stay current with changing technology, including software programs.
  • Strongly protects and promotes the philosophy of the company.
  • Other job duties as defined.

What you need to have:
  • Bachelor's degree (B.A.) or equivalent from a four-year college or university, or at least three years related wealth management experience and/or training required.
  • Paraplanning, financial modeling, tax preparation and investment solutions experience preferred
  • Strong computer skills with MS Word, Excel, CRM Database, PowerPoint, Email, and Internet usage.
  • Required: Series 7/66, or 63/65 combo.
  • Preferred: Life/health insurance license.

Travel REQUIREMENTS
Up to 20% for Advisor/Firm Facing Engagements & Strategic Cetera Events
Compensation
The salary range for this role is $65,000 - $90,000, plus competitive performance-based bonus. Compensation packages are based on a wide array of factors unique to each candidate, including but not limited to skill set, years and depth of experience, certifications, and specific office location. Compensation ranges may differ in differing locations due to cost of labor considerations.
About Us
About Us
What we give you in return:
Not many teams can say that they support people's dreams coming to life... We happen to do that every day. And as important as we know your career is, we recognize that there's a whole lot more to life. To ensure that our Employees can make the most of their time outside of working hours, we offer a competitive salary and for full-time roles, a benefits package including:
  • Inclusive health, dental, vision and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship.
  • Easy access to mental health benefits to meet our team members and their families where they are.
  • 20 plus days of paid time off (PTO), paid holidays, and 2 paid wellness days to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities.
  • 401(k) Savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years.
  • Paid parental leave to support all team members with birth, adoption, and foster.
  • Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more.
  • Employee Assistance Program (EAP), LifeLock, Pet Insurance and more.

About Cetera Financial Group:
Cetera Financial Group® ("Cetera") is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice to individuals, families and company retirement plans across the country through trusted financial advisors and financial institutions. Cetera is one of the largest independent financial advisor networks in the nation by number of advisors, as well as a leading provider of retail services to the investment programs of banks and credit unions.
Through its multiple distinct firms, Cetera offers independent and institutions-based advisors the benefits of a large, established broker-dealer and registered investment adviser, while serving advisors and institutions in a way that is customized to their needs and aspirations. Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered investment adviser services, practice management support, and innovative technology.
"Cetera Financial Group" refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Wealth Services LLC (f/k/a Cetera Advisor Networks), Cetera Investment Services LLC (marketed as Cetera Financial Institutions, or Cetera Investors. All firms are members FINRA/SIPC.
Cetera Financial Group is committed to providing an equal employment opportunity for all applicants and employees. For us, this is the only acceptable way to do business. Accordingly, all employment decisions at Cetera Financial Group, including those relating to hiring, promotion, transfers, benefits, compensation, and placement, will be made without regard to race, color, ancestry, national origin, citizenship, age, physical and/or mental disability, medical condition, pregnancy, genetic characteristics, religion, religious dress and/or grooming, gender, gender identity, gender expression, sexual orientation, marital status, U.S. military status, political affiliation, or any other class protected by state and/or federal law.
Agencies please note: this recruitment assignment is being managed directly by Cetera's Talent Acquisition team. We will reach out to our preferred agency partners in the rare instance we require additional talent options. Your respect for this process is appreciated.
Please review our Workforce Privacy Policy for further details on what information we collect and the purposes for collection.

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