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Executive Financial Consultant Jobs (NOW HIRING)

Robert Half

Financial Consultant

Pittsburgh, PA · On-site

... executive stakeholders. • Support month-end financial review activities by assessing results ... consulting, FP& A, or CFO-aligned responsibilities. • Demonstrated expertise in cash flow ...

Talent Glide

SAP Financial Consultant

Dallas, TX · On-site

The consultant will partner with Finance, Accounting, Business Operations, and Executive Leadership teams to establish standardized planning processes, financial models, reporting frameworks, and ...

OpsGuru

The Opportunity This is a quota-carrying Account Executive role focused on growing our Financial ... consultative sales conversations that connect business outcomes to technical solutions. Financial ...

HUB

Employee Benefits Financial Consultant

Denver, CO · Hybrid

$100K - $120K/yr

Advise Sales Executives and Account Management team as necessary in applying a basic understanding of our capabilities * Train and mentor members of the Financial Consulting team * Execute marketing ...

StackAdapt

The Account Executive, Financial Services role is a critical hunter-focused sales position ... Comfort in selling directly to brands/in-house marketing teams through consultative, solution-based ...

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Executive Financial Consultant information

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$45.5K

$103.9K

$174K

How much do executive financial consultant jobs pay per year?

As of Jul 26, 2026, the average yearly pay for executive 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 an executive Financial Consultant?

An executive financial consultant is a professional who provides high-level financial planning, investment advice, and strategic financial management for corporate executives or high-net-worth individuals. They often have certifications such as CFP or CFA and use financial analysis tools to develop tailored financial strategies. This role requires strong analytical skills, industry knowledge, and the ability to communicate complex financial concepts clearly.

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

Executive financial consultants and financial advisors can earn $500,000 or more annually, especially with extensive experience, high-net-worth clients, and advanced certifications like the CFA or CFP. Such earnings are typically achieved through a combination of base salary, commissions, and bonuses in the top-tier segment of the industry.

What are the key skills and qualifications needed to thrive as an Executive Financial Consultant, and why are they important?

To thrive as an Executive Financial Consultant, you need deep expertise in financial analysis, investment strategies, and wealth management, typically supported by a finance-related degree and relevant certifications such as CFP or CFA. Proficiency with financial planning software, portfolio management tools, and CRM systems is also crucial. Exceptional interpersonal skills, strategic thinking, and the ability to communicate complex financial concepts clearly help build trust with high-net-worth clients. These skills and qualities are essential for providing tailored financial guidance, fostering client relationships, and achieving optimal financial outcomes.

Is 500,000 enough to work with a financial advisor?

An Executive Financial Consultant typically works with clients who have substantial assets, often in the millions, to develop personalized investment strategies. While $500,000 can be a significant starting point, the adequacy depends on the client's financial goals, investment horizon, and the advisor's fee structure. Many advisors require minimum investments that may exceed this amount, but some offer services tailored to clients with lower assets.

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

For an Executive Financial Consultant, $200,000 can be a substantial amount to invest or manage, depending on client goals and portfolio size. Financial advisors typically work with clients across a wide range of assets, and the adequacy of this amount depends on individual financial plans and the complexity of investments involved.

What is the difference between Executive Financial Consultant vs Financial Advisor?

AspectExecutive Financial ConsultantFinancial Advisor
CredentialsCFP, CFA, or CPA often preferredCFP, ChFC, or similar certifications common
Work EnvironmentTypically works with high-net-worth clients or corporate executivesServes a broad client base, including individuals and families
Employer & Industry UsageUsed in consulting firms, private banks, and corporate settingsCommon in financial planning firms, banks, and independent practices

Executive Financial Consultants and Financial Advisors both provide financial guidance, but Executive Financial Consultants often focus on high-net-worth clients and corporate strategies, requiring advanced certifications. Financial Advisors serve a wider audience with more general financial planning services. The roles overlap in credentials and industry usage, but their client focus and work environment differ.

How does an Executive Financial Consultant typically collaborate with other departments within an organization?

Executive Financial Consultants often work closely with departments such as accounting, operations, and executive leadership to provide comprehensive financial guidance. Their role involves facilitating strategic planning sessions, interpreting financial data for non-financial managers, and ensuring that all departments are aligned with the organization’s financial goals. Regular cross-functional meetings and clear communication are essential, as consultants must translate complex financial concepts for various teams and ensure that all stakeholders understand the implications of financial decisions.
What cities are hiring for Executive Financial Consultant jobs? Cities with the most Executive 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 Executive Financial Consultant jobs? States with the most job openings for Executive Financial Consultant jobs include:
Executive Financial Consultant jobs near you
Financial Consultant

Financial Consultant

Robert Half

Pittsburgh, PA • On-site

Temporary

Posted 4 days ago

Job description

We are looking for an experienced Financial Consultant to provide senior-level financial leadership on a contract basis. This position is suited for someone with a strong FP& A perspective who can guide budgeting, cash oversight, and financial performance analysis through the close of the fiscal year. The role will partner closely with leadership to strengthen financial visibility, support decision-making, and ensure sound management of banking activity, working capital, and revenue operations.


Responsibilities:

• Lead oversight of the company's budgeting process and evaluate profitability trends in partnership with the Controller and leadership team.

• Direct cash flow planning and provide forward-looking financial analysis to support operational and strategic decisions.

• Manage key banking relationships, including review and administration of wire activity, disbursements, and check authorization controls.

• Oversee billing and collections performance to help maintain a healthy cash position and improve revenue realization.

• Prepare and present financial reporting, forecasts, and business insights for executive stakeholders.

• Support month-end financial review activities by assessing results, identifying variances, and recommending corrective actions.

• Apply financial guidance within a services environment, with awareness of the operational dynamics of legal organizations.

• Advise leadership on capital management priorities and financial risk considerations to support fiscal stability.

• 15+ years of progressive financial leadership experience, including senior-level consulting, FP& A, or CFO-aligned responsibilities.

• Demonstrated expertise in cash flow analysis, capital management, and financial reporting.

• Strong background overseeing budgeting, forecasting, and profitability analysis.

• Experience managing banking activity, disbursements, billing, and collections controls.

• Must have worked in a professional services capacity.

• Understanding of detail-oriented services business models, ideally within legal or related environments.

• Knowledge of month-end close processes and the ability to interpret financial results for leadership audiences.

• Familiarity with business systems and the ability to use financial data to drive recommendations.

• Excellent executive communication skills and the ability to operate effectively in an interim leadership capacity.

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About Robert Half

Sourced by ZipRecruiter

Founded in 1948, Robert Half pioneered the idea of professional talent solutions to connect opportunities at great companies with highly skilled job seekers. As business needs changed, we evolved to offer specialized talent solutions for finance and accounting, technology, administrative and customer support, creative and marketing, and legal fields. In 2002, we introduced our subsidiary, Protiviti, a global independent risk consulting and internal audit service, to support companies as they faced more strategic business challenges.

Industry

Recruiting and staffing services

Company size

10,000+ Employees

Headquarters location

San Ramon, CA, US

Year founded

1948

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