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Associate Financial Consultant Jobs (NOW HIRING)

Fisher Investments

Financial Consultant

Plano, TX · Hybrid

Now is your opportunity to use your finance experience to better the investment universe. The ... associates, and renowned sales team to give our clients the best service possible. With our ...

TIAA

Financial Consultant

Cambridge, MA · 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

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 ...

Ocean Bank

Financial Consultant

Miami, FL · Hybrid

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

TIAA

Financial Consultant

Cambridge, MA · 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

Coralville, IA · 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

Stillwater, OK · 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

Coralville, IA · 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

Dallas, TX · 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

Columbus, OH · 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

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

Columbus, OH · 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

Hamden, CT · 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 ...

Fisher Investments

Financial Consultant

Gresham, OR · Hybrid

Now is your opportunity to use your finance experience to better the investment universe. The ... associates, and renowned sales team to give our clients the best service possible. With our ...

Fisher Investments

Financial Consultant

Camas, WA · On-site

Now is your opportunity to use your finance experience to better the investment universe. The ... associates, and renowned sales team to give our clients the best service possible. With our ...

TIAA

Financial Consultant

Dallas, TX · 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 ...

Fisher Investments

Financial Consultant

Camas, WA · On-site

Now is your opportunity to use your finance experience to better the investment universe. The ... associates, and renowned sales team to give our clients the best service possible. With our ...

Fisher Investments

Financial Consultant

Dallas, TX · On-site

Now is your opportunity to use your finance experience to better the investment universe. The ... associates, and renowned sales team to give our clients the best service possible. With our ...

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Showing results 21-40

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

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What states have the most Associate Financial Consultant jobs?

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

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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.

Financial Consultant

Fisher Investments

Plano, TX • Hybrid

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 26 days ago

Fisher Investments rating

8.5

Company rating: 8.5 out of 10

Based on 15 frontline employees who took The Breakroom Quiz

Job description

Stop prospecting! Come join our firm as an Investment Counselor for a provided roster of high-net-worth clients. Since 1995, Fisher Investments has developed a specialized approach focused on our private clients. With a firm structure that practices separation of sales and client service, you don't have to wear the "many hats" of a typical Financial Advisor. Now is your opportunity to use your finance experience to better the investment universe.

The Opportunity:

As an Investment Counselor, you are the voice of Fisher Investments to our clients in the United States. You will partner with our internal portfolio decision-makers, auxiliary research teams, client service associates, and renowned sales team to give our clients the best service possible. With our commitment to being a fee-only fiduciary firm, you'll appreciate knowing our compensation structure aligns with our clients' best interests without relying on commissions. Through our unique training program, Fisher Investments offers an elevated finance and capital markets education to understand our firm's unique approach. You will report to your group manager whose previous experience in the role will assist you in navigating client relationships and provide personalized career development.

The Day-to-Day:

  • Be the heart of our Private Client Group, build trusting relationships with our clients and educate them on our top-down portfolio strategy, their investments and important market events
  • Proactively connect with clients on a quarterly basis to review their asset allocation and ensure we're on the right track towards their long term financial goals
  • Rely on our sales team to gradually build your roster of high-net-worth clients within the first year

Your Qualifications:

  • 2+ years of instilling trust and building client relationship within the finance industry
  • Series 65 (we will help you obtain upon starting)
  • Bachelor's degree or equivalent work experience
  • A thoughtful consultative approach with an emphasis on client focus

Why Fisher Investments:

We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like:

  • 100% paid medical, dental and vision premiums for you and your qualifying dependents
  • A 50% 401(k) match, up to the IRS maximum
  • 20 days of PTO, plus 10 paid holidays 
  • Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care
  • This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change.

FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

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