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Bolton Partners Inc

Associate Consultant

Towson, MD · On-site

$105K - $135K/yr

Pursuit of CFA, CAIA, or MBA * Prior experience in an investment consulting or advisory firm environment * Experience working directly with institutional clients Travel Requirements * Ability to ...

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$18K

$73.3K

$177.5K

How much do cfa consulting jobs pay per year?

As of Jul 25, 2026, the average yearly pay for cfa consulting in the United States is $73,301.00, according to ZipRecruiter salary data. Most workers in this role earn between $31,500.00 and $101,000.00 per year, depending on experience, location, and employer.

What is CFA consulting?

CFA consulting refers to advisory services provided by professionals who hold the Chartered Financial Analyst (CFA) designation. These consultants use their expertise in investment analysis, portfolio management, and financial planning to help clients—such as corporations, investment firms, or individuals—make informed financial decisions. CFA consultants are known for their rigorous training, ethical standards, and in-depth knowledge of financial markets. They may offer services like risk assessment, asset allocation, and strategic investment advice tailored to client needs.

How do CFA consultants typically collaborate with client teams and other stakeholders during a project?

CFA consultants often work closely with client teams, financial analysts, and executives to understand their unique challenges and objectives. Collaboration usually involves regular meetings, data sharing, and workshops to ensure alignment on project goals and deliverables. Consultants may also coordinate with legal, operations, and IT departments to gather information and implement recommended strategies. Clear communication and strong interpersonal skills are essential for building trust and ensuring successful outcomes.

Is CFA useful in consulting?

The CFA designation can be valuable in consulting, especially in roles related to finance, investment analysis, or asset management, as it demonstrates strong financial knowledge and analytical skills. However, its usefulness depends on the specific consulting area, with other skills like problem-solving, communication, and industry experience also being important.

What is the difference between Cfa Consulting vs Cfa Analyst?

AspectCfa ConsultingCfa Analyst
CertificationsTypically requires CFA charter, relevant finance certificationsOften requires CFA level or similar finance credentials
Work EnvironmentConsulting firms, client sites, project-based workFinancial institutions, investment firms, research teams
Industry UsageUsed across consulting, finance, and investment sectorsPrimarily in asset management, investment analysis

While both roles require CFA credentials and involve finance expertise, Cfa Consulting focuses on providing strategic advice to clients across industries, often in a project-based setting. Cfa Analysts typically work within financial firms analyzing investments and managing portfolios. The roles differ mainly in scope and work environment, but both require strong finance knowledge and CFA certification.

Can a CFA become a consultant?

A CFA charterholder can become a consultant, especially in finance, investment, or asset management firms, where analytical skills and financial expertise are valued. Many consultants in these fields hold CFA credentials to enhance their credibility and technical knowledge. Transitioning often involves gaining relevant experience and developing consulting skills such as client management and strategic advising.

Is 37 too late for CFA?

CFA Consulting professionals can pursue the CFA designation at any age, and starting at 37 is not too late. Many candidates begin in their late 30s or later, and the CFA program emphasizes knowledge and dedication over age. Success depends on commitment, study time, and experience in finance or related fields.

What jobs make $1,000,000 a year?

In the field of CFA consulting or finance, roles such as senior hedge fund managers, private equity partners, and chief investment officers can earn $1,000,000 or more annually through base salary, bonuses, and profit sharing. These positions typically require extensive experience, advanced certifications, and strong performance in investment management or financial strategy.

What are the key skills and qualifications needed to thrive as a CFA Consultant, and why are they important?

To thrive as a CFA Consultant, you need strong analytical skills, financial modeling expertise, and a Chartered Financial Analyst (CFA) certification, often supported by a relevant degree. Familiarity with financial analysis tools like Bloomberg Terminal, Excel, and specialized financial software is typically required. Effective communication, problem-solving abilities, and client relationship management are standout soft skills in this field. These competencies are vital for delivering insightful, data-driven advice and building trust with clients in complex financial environments.
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What states have the most Cfa Consulting jobs? States with the most job openings for Cfa Consulting jobs include:
What job categories do people searching Cfa Consulting jobs look for? The top searched job categories for Cfa Consulting jobs are:
Cfa Consulting jobs near you
Infographic showing various Cfa Consulting job openings in the United States as of July 2026, with employment types broken down into 84% Full Time, 7% Part Time, 8% Temporary, and 1% Contract. Highlights an 77% Physical, 11% Hybrid, and 12% Remote job distribution, with an average salary of $73,301 per year, or $35.2 per hour.
Associate Consultant

Associate Consultant

Bolton Partners Inc

Towson, MD • On-site

$105K - $135K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 11 days ago

Job description

Job Title: Associate Consultant
Department: Investment Consulting Group (ICG)
FLSA Status: Exempt
Reports To: Vice President
Salary Range: $105,000 - $135,000
Position Summary
The Associate Consultant is a key member of Bolton's Investment Consulting Group, supporting the delivery of high-quality investment consulting services to a diverse client base. This role is responsible for managing day-to-day client activities, participating in client meetings, and supporting investment-related projects, while working with the direction of a primary consultant. The person in this role will develop into the lead on select client relationships. The Associate Consultant also contributes to business development efforts and collaborates closely with ICG team members to deliver thoughtful, data-driven investment solutions.
This role is ideal for an experienced investment professional who brings strong technical expertise, client service skills, and a desire to continue growing within a consulting environment.
Key Responsibilities
Client Service & Consulting
  • Manage day-to-day tasks for assigned clients, ensuring timely execution of deliverables and responsiveness to client needs
  • Attend client meetings and participate in discussions, working alongside lead consultants
  • Prepare and review client materials, analyses, reports, and presentations related to investment strategy, performance, and monitoring
  • Coordinate with internal teams to support ongoing client service and project execution

Investment & Project Work
  • Participate in investment-related projects within the Investment Consulting Group, including research, analysis, and special initiatives
  • Support portfolio analysis, performance monitoring, manager evaluations, and investment strategy development
  • Stay current on capital markets, investment products, and industry trends to inform client recommendations and internal discussions

Business Development
  • Support the firm's efforts to attract new clients by contributing to proposals, presentations, and other business development activities
  • Participate in prospect meetings and internal strategy discussions related to new business opportunities

Collaboration & Professional Contribution
  • Collaborate effectively with consultants, analysts, and other ICG team members
  • Contribute to knowledge sharing, process improvement, and best practices within the Investment Consulting Group

Requirements
Qualifications
Required
  • Series 65 license
  • Minimum of 7 years of relevant investment, consulting, or financial services experience
  • Strong analytical, organizational, and communication skills
  • Ability to manage multiple priorities in a client-focused, deadline-driven environment

Preferred
  • Pursuit of CFA, CAIA, or MBA
  • Prior experience in an investment consulting or advisory firm environment
  • Experience working directly with institutional clients

Travel Requirements
  • Ability to travel up to 15% as required for client meetings, business development, and firm initiatives

Additional Information
Bolton offers a collaborative, professional environment with opportunities for continued growth and development within the Investment Consulting Group. This role provides exposure to a wide range of clients, investment strategies, and consulting initiatives while supporting long-term career progression within the firm.
Our firm offers a collegial work environment, opportunities for professional growth, and a generous benefits package, including family health, vision, and dental benefits; employer-paid disability and life insurance benefits; a 401(k) plan with match after 6 months of employment; vacation and sick leave; paid holidays; hybrid telework arrangements; and monthly fitness stipends.
Equal Opportunity Employer Statement
Bolton is committed to equal employment opportunity and fostering a diverse, inclusive workplace. We do not discriminate on the basis of race, color, religion, sex, age, national origin, disability, veteran status, sexual orientation, gender identity, or any other legally protected characteristic.
Salary Description
$105,000 - $135,000

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