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Associate Financial Consultant Jobs (NOW HIRING)

Fisher Investments

Financial Consultant

Plano, 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 ...

Fisher Investments

Financial Consultant

Camas, WA · 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

Portland, OR · 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

Arlington, 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 ...

NBT Bank

Financial Consultant Associate

Burlington, VT · On-site

Monitors client investment performance and makes appropriate recommendations. * 25% Provide sales assistance to Financial Consultants * 20% Develops and executes individual business plans to meet ...

NBT Bank

Financial Consultant Associate

Burlington, VT · On-site

Monitors client investment performance and makes appropriate recommendations. * 25% Provide sales assistance to Financial Consultants * 20% Develops and executes individual business plans to meet ...

Nusenda

Lead Financial Consultant

Albuquerque, NM · On-site

As a Lead Financial Consultant, you will be a trusted financial resource to existing and potential ... Associates degree in Business Administration, or related field. Key skills and experience: * Expert ...

Lockton, Inc.

Senior Financial Consultant

Boston, MA · On-site

$126K/yr

They will lead and mentor other associates in development of their financial acumen and support the continued growth of the Series regarding tools and behaviors associated with financial analytics.

The Misch Group

Jr Financial Consultant

Dayton, OH · On-site

... consulting space. Financial services experience is not required . We're looking for someone ... Associate's Degree required ; Bachelor's preferred but not necessary. * 3-8 years of experience in ...

TIAA

Virtual Financial Consultant

Dallas, TX · On-site

$70K - $103K/yr

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

TIAA

Virtual Financial Consultant

Charlotte, NC · On-site

$70K - $103K/yr

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

TIAA

Virtual Financial Consultant

Dallas, TX · On-site

$70K - $103K/yr

Virtual Financial Consultant The Virtual Financial Consultant provides virtual counseling for all ... 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 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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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 • On-site

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

Are you currently a CFA Level 1 holder working in the United States and looking to service clients living in Canada?  Come join our firm as an International Investment Counsellor to service a roster of high-net-worth clients. Since 2009, Fisher Investments International 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 Professional. No prospecting required. Now is your opportunity to use your finance experience to better the investment universe.

The Opportunity:

As an International Investment Counselor, you are the voice of Fisher Investments to our clients in Canada. 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. This onsite position is located in Plano, TX.

The Day-to-Day:

As an International Investment Counselor, you are the central voice of Fisher Investments Canada, working from the United States. You will:

  • Work with our Canadian clients to build a trusting and professional relationship
  • 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
  • Educate clients on our top-down portfolio strategy, their investments, important market events and competitive landscape
  • Rely on our sales team to gradually build your roster of high-net-worth clients within the first year

Qualifications:

  • CFA (passed any level) and Series 65 (we will help you obtain upon starting)
  • 4+ years of experience with portfolio management and client relationship building
  • Bachelor's degree
  • 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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