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Associate Financial Consultant Jobs (NOW HIRING)

The Financial Consultant, as part of the Financial Consulting team, is responsible for identifying ... Associates' established formats and standards. * Conduct analyses to evaluate alternative ...

The Financial Consultant, as part of the Financial Consulting team, is responsible for identifying ... Associates' established formats and standards. * Conduct analyses to evaluate alternative ...

As an associate wealth advisor, you will work directly with the wealth management team to create ... consulting, mutual funds, money manager programs, insurance and financial planning * Previous ...

As an associate wealth advisor, you will work directly with the wealth management team to create ... consulting, mutual funds, money manager programs, insurance and financial planning * Previous ...

As an associate wealth advisor, you will work directly with the wealth management team to create ... consulting, mutual funds, money manager programs, insurance and financial planning * Previous ...

As an associate wealth advisor, you will work directly with the wealth management team to create ... consulting, mutual funds, money manager programs, insurance and financial planning * Previous ...

As an associate wealth advisor, you will work directly with the wealth management team to create ... consulting, mutual funds, money manager programs, insurance and financial planning * Previous ...

As an associate wealth advisor, you will work directly with the wealth management team to create ... consulting, mutual funds, money manager programs, insurance and financial planning * Previous ...

As an associate wealth advisor, you will work directly with the wealth management team to create ... consulting, mutual funds, money manager programs, insurance and financial planning * Previous ...

Act as back up to the Relationship Associate responsibilities. Comply with all Federal and State ... Meet or exceed objectives and standards for Financial Consultant performance. Support Bank products ...

Act as back up to the Relationship Associate responsibilities. Comply with all Federal and State ... Meet or exceed objectives and standards for Financial Consultant performance. Support Bank products ...

Act as back up to the Relationship Associate responsibilities. Comply with all Federal and State ... Meet or exceed objectives and standards for Financial Consultant performance. Support Bank products ...

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 ...

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 ...

Financial Consultant

Hackensack, NJ · 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 ...

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 ...

Financial Consultant

Syracuse, NY · 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 ...

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

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Associate Financial Consultant information

See salary details

$45.5K

$103.9K

$174K

How much do associate financial consultant jobs pay per year?

As of Jun 8, 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 assists clients with their financial planning needs, such as investments, retirement planning, and wealth management. They typically work under the supervision of senior consultants, helping to analyze financial data, prepare reports, and recommend suitable financial products. Their role involves building client relationships, staying informed about market trends, and ensuring that clients' financial goals are met. Additionally, they may help with administrative tasks, client onboarding, and maintaining compliance with regulations.
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Financial Consultant

Richter

Twinsburg, OH • Remote

Full-time

Posted 8 days ago


Job description

Job Summary:

The Financial Consultant, as part of the Financial Consulting team, is responsible for identifying process inefficiencies and recommending strategic improvements. This role also includes assessing and addressing inefficiencies within the client's Financial EMR system.

Key objectives include:

  • Enhance financial effectiveness by analyzing current practices, identifying gaps, and implementing best-in-class financial strategies tailored to the unique needs of post-acute care providers.
  • Optimize workflows and financial operations to ensure seamless billing, reimbursement, and revenue cycle management, with a focus on reducing errors and maximizing profitability.
  • Contribute to the advancement of electronic medical records (EMR) support by collaborating with clinical and administrative teams.
  • Support clients in adapting to evolving regulations and market dynamics by providing expert guidance on financial management, reimbursement strategies, and technology adoption.
  • Foster client relationships by maintaining open communication, offering training and technical assistance, and ensuring successful implementation of recommended enhancements.

Through these objectives, the Financial Consultant aims to empower post-acute care organizations to thrive in a complex healthcare landscape, leveraging expertise to achieve measurable improvements in financial performance and operational quality.

Responsibilities:

  • Provide professional financial consulting services to clients through onsite and/or remote engagement.
  • Achieve objectives defined within the scope of each consulting engagement.
  • Deliver technical assistance and training sessions to individuals or groups, as appropriate to the engagement.
  • Prepare written communications regarding engagement status and outcomes in accordance with Richter & Associates' established formats and standards.
  • Conduct analyses to evaluate alternative approaches and present recommendations that reflect both technical and business considerations.
  • Review and process client documentation accurately and in compliance with applicable payer billing requirements.
  • Report project progress and outcomes to clients and management in alignment with defined engagement parameters.
  • Maintain comprehensive documentation of all client communications and engagement activities.
  • Establish and clearly communicate engagement expectations, including scope, timelines, and deliverables.
  • Provide education and instruction on relevant business components, systems, and procedures.
  • Participate in all required meetings and organizational activities.
  • Remain current with State and Federal regulations, industry standards, and best practices within the post-acute care sector.

Qualifications:

  • A bachelor's degree is required. Preference will be given to candidates with a degree in Business Administration or Information Systems; however, other fields may also be considered.
  • Experience in post-acute financial management, including Skilled Nursing, Home Health, and Hospice.
  • At least one year of consulting experience.
  • Demonstrated experience managing projects and meeting objectives.
  • In-depth knowledge of the post-acute field and commitment to ongoing professional development.
  • Demonstrates strong organizational abilities and proficiency in change management.
  • Proven ability to interpret and address client requirements effectively.
  • Strong analytical abilities coupled with creative problem-solving skills.

Abilities:

  • Proficient in computer applications, including Microsoft Word and Excel.
  • Experience with Post-Acute EMR systems, preferably PointClickCare and/or Matrix Care.
  • Experience with Clearing House systems, preferably Waystar and/or Inovalon.
  • Must write, speak, and interact clearly and professionally using English
  • Must be able to lift up to 25 pounds and handle the physical duties of the position unless a formal accommodation under ADA has been requested and approved.
  • Must provide the highest level of customer service to clients, co-workers, and other related
  • Must be able to deal tactfully with team members, other staff, residents of client facilities, family members, visitors, government agencies, and the general public.
  • Strong client-facing
  • Able to gather and accurately document client requirements
  • Possesses strong time management abilities and can work autonomously.

All Richter employees agree to be bound by applicable company policies, including confidentiality, security, appropriate standards of conduct, etc., which are customary and standard across most companies for compliance and the assurance of a safe and productive work environment. This offer is contingent upon the successful completion of a background check and drug screening. Further details will be provided to you soon.