Financial Consultant Manager Financial Consultant Manager Employee Referral Bonus: $250 Location: This role requires associates to be in-office 1-2 days per week, fostering collaboration and ...
Financial Consultant Manager Financial Consultant Manager Employee Referral Bonus: $250 Location: This role requires associates to be in-office 1-2 days per week, fostering collaboration and ...
Financial Consultant Manager Financial Consultant Manager Employee Referral Bonus: $250 Location: This role requires associates to be in-office 1-2 days per week, fostering collaboration and ...
Financial Consultant Manager Financial Consultant Manager Employee Referral Bonus: $250 Location: This role requires associates to be in-office 1-2 days per week, fostering collaboration and ...
Financial Consultant - Finance Systems, Services & Automation Financial Consultant Location: This role requires associates to be in-office 1-2 days per week, fostering collaboration and connectivity ...
Financial Consultant - Finance Systems, Services & Automation Financial Consultant Location: This role requires associates to be in-office 1-2 days per week, fostering collaboration and connectivity ...
Financial Consultant - Finance Systems, Services & Automation Financial Consultant Location: This role requires associates to be in-office 1-2 days per week, fostering collaboration and connectivity ...
Financial Consultant - Finance Systems, Services & Automation Financial Consultant Location: This role requires associates to be in-office 1-2 days per week, fostering collaboration and connectivity ...
POSITION SUMMARY Responsible for providing financial advice to clients to help them achieve their ... Function effectively as part of a consultant team approach. * Acquire and maintain a working ...
Quick apply
POSITION SUMMARY Responsible for providing financial advice to clients to help them achieve their ... Function effectively as part of a consultant team approach. * Acquire and maintain a working ...
The Role As a Workplace Financial Consultant (WFC) within Fidelity's Workplace Education, Planning & Advice (WEPA) organization, you serve as a trusted partner to plan sponsors, Human Resources ...
The Role As a Workplace Financial Consultant (WFC) within Fidelity's Workplace Education, Planning & Advice (WEPA) organization, you serve as a trusted partner to plan sponsors, Human Resources ...
The Role As a Workplace Financial Consultant (WFC) within Fidelity's Workplace Education, Planning & Advice (WEPA) organization, you serve as a trusted partner to plan sponsors, Human Resources ...
The Role As a Workplace Financial Consultant (WFC) within Fidelity's Workplace Education, Planning & Advice (WEPA) organization, you serve as a trusted partner to plan sponsors, Human Resources ...
PeopleSoft Financials (Intermediate) - 5 years * PeopleSoft Security (Intermediate) - 5 years * Windows PC (Intermediate) - 3 years * Oracle Systems Tools (Beginner) - 2 years * MS Office ...
PeopleSoft Financials (Intermediate) - 5 years * PeopleSoft Security (Intermediate) - 5 years * Windows PC (Intermediate) - 3 years * Oracle Systems Tools (Beginner) - 2 years * MS Office ...
VP, Financial Consultant - Carmel, IN
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As a Financial Consultant, you'll combine planning expertise with a thoughtful approach to holistic financial guidance including investing, retirement readiness, and education goals-serving as a ...
VP, Financial Consultant - Carmel, IN
Carmel, IN · On-site
$70K - $90K/yr
As a Financial Consultant, you'll combine planning expertise with a thoughtful approach to holistic financial guidance including investing, retirement readiness, and education goals-serving as a ...
PeopleSoft Financials (Intermediate) - 5 years * PeopleSoft Security (Intermediate) - 5 years * Windows PC (Intermediate) - 3 years * Oracle Systems Tools (Beginner) - 2 years * MS Office ...
PeopleSoft Financials (Intermediate) - 5 years * PeopleSoft Security (Intermediate) - 5 years * Windows PC (Intermediate) - 3 years * Oracle Systems Tools (Beginner) - 2 years * MS Office ...
Financial Consultant Location: This role requires associates to be in-office 1-2 days per week, fostering collaboration and connectivity, while providing flexibility to support productivity and work ...
Financial Consultant Location: This role requires associates to be in-office 1-2 days per week, fostering collaboration and connectivity, while providing flexibility to support productivity and work ...
VP, Financial Consultant - Carmel, IN
Carmel, IN · On-site
$70K - $90K/yr
As a Financial Consultant, you'll combine planning expertise with a thoughtful approach to holistic financial guidance including investing, retirement readiness, and education goals--serving as a ...
VP, Financial Consultant - Carmel, IN
Carmel, IN · On-site
$70K - $90K/yr
As a Financial Consultant, you'll combine planning expertise with a thoughtful approach to holistic financial guidance including investing, retirement readiness, and education goals--serving as a ...
Financial Consultant (Personal Banker Equivalent)
Anderson, IN · On-site
$21/hr
At Thrive Credit Union, our Financial Consultants are relationship builders first. They take the time to understand each member's financial goals, recommend solutions that truly fit their needs, and ...
Financial Consultant (Personal Banker Equivalent)
Anderson, IN · On-site
$21/hr
At Thrive Credit Union, our Financial Consultants are relationship builders first. They take the time to understand each member's financial goals, recommend solutions that truly fit their needs, and ...
Financial Consultant (Personal Banker Equivalent)
Anderson, IN · On-site
$21/hr
At Thrive Credit Union, our Financial Consultants are relationship builders first. They take the time to understand each member's financial goals, recommend solutions that truly fit their needs, and ...
Financial Consultant (Personal Banker Equivalent)
Anderson, IN · On-site
$21/hr
At Thrive Credit Union, our Financial Consultants are relationship builders first. They take the time to understand each member's financial goals, recommend solutions that truly fit their needs, and ...
Financial Consultant (Personal Banker Equivalent)
Anderson, IN · On-site
$21/hr
At Thrive Credit Union, our Financial Consultants are relationship builders first. They take the time to understand each member's financial goals, recommend solutions that truly fit their needs, and ...
Quick apply
Financial Consultant (Personal Banker Equivalent)
Anderson, IN · On-site
$21/hr
At Thrive Credit Union, our Financial Consultants are relationship builders first. They take the time to understand each member's financial goals, recommend solutions that truly fit their needs, and ...
As a Financial Consultant, you'll combine planning expertise with a thoughtful approach to holistic financial guidance including investing, retirement readiness, and education goals--serving as a ...
As a Financial Consultant, you'll combine planning expertise with a thoughtful approach to holistic financial guidance including investing, retirement readiness, and education goals--serving as a ...
At Thrive Credit Union, our Financial Consultants are relationship builders first. They take the time to understand each member's financial goals, recommend solutions that truly fit their needs, and ...
Quick apply
At Thrive Credit Union, our Financial Consultants are relationship builders first. They take the time to understand each member's financial goals, recommend solutions that truly fit their needs, and ...
Investment Consultant - Carmel, IN
Carmel, IN · On-site
$24.66 - $47.07/hr
Collaborate with Financial Consultants and branch leaders to enhance client experience * Take ownership of your learning, results, and professional growth Why you're set up for success: • Schwab ...
Investment Consultant - Carmel, IN
Carmel, IN · On-site
$24.66 - $47.07/hr
Collaborate with Financial Consultants and branch leaders to enhance client experience * Take ownership of your learning, results, and professional growth Why you're set up for success: • Schwab ...
Collaborate with Financial Consultants and branch leaders to enhance client experience * Take ownership of your learning, results, and professional growth Why you're set up for success: • Schwab ...
Collaborate with Financial Consultants and branch leaders to enhance client experience * Take ownership of your learning, results, and professional growth Why you're set up for success: • Schwab ...
Oracle Finance Senior Consultant
Indianapolis, IN · On-site
$111K/yr
Today's CFOs and financial leaders face increasing demands to enhance business performance, drive shareholder value, and optimize operational efficiency. As an Oracle Senior Consultant at Deloitte ...
Oracle Finance Senior Consultant
Indianapolis, IN · On-site
$111K/yr
Today's CFOs and financial leaders face increasing demands to enhance business performance, drive shareholder value, and optimize operational efficiency. As an Oracle Senior Consultant at Deloitte ...
Financial Consultant information
See Indiana salary details
$43.3K - $54.4K
7% of jobs
$54.4K - $65.5K
7% of jobs
$73.9K is the 25th percentile. Wages below this are outliers.
$65.5K - $76.6K
14% of jobs
$76.6K - $87.8K
16% of jobs
The median wage is $91.4K / yr.
$87.8K - $98.9K
18% of jobs
$98.9K - $110K
11% of jobs
$111.6K is the 75th percentile. Wages above this are outliers.
$110K - $121.1K
17% of jobs
$121.1K - $132.2K
5% of jobs
$132.2K - $143.3K
4% of jobs
$143.3K - $154.5K
1% of jobs
$154.5K - $165.6K
0% of jobs
$43.3K
$98.8K
$165.6K
How much do financial consultant jobs pay per year?
What is the difference between Financial Consultant vs Financial Advisor?
| Aspect | Financial Consultant | Financial Advisor |
|---|---|---|
| Certifications | CFP, CFA, CFP, Series 7/66 | CFP, Series 7/66, CFA (optional) |
| Work Environment | Consulting firms, independent practice, corporate | Banks, advisory firms, independent |
| Employer & Industry Usage | Financial consulting firms, corporate finance | Wealth management, retail banking, independent advising |
Financial Consultants and Financial Advisors often share similar credentials and work environments, focusing on helping clients manage their finances. However, Financial Consultants typically work in consulting firms or corporate settings, providing specialized financial analysis and strategic advice. Financial Advisors usually operate within banks, wealth management firms, or independently, offering ongoing financial planning and investment management services. Both roles aim to assist clients in achieving financial goals but differ slightly in scope and client engagement.
What does a financial consultant do?
What are some of the most common challenges financial consultants face when building client relationships?
What are the key skills and qualifications needed to thrive as a financial consultant, and why are they important?

Full-time
Medical, Dental, Vision, Life, Retirement, PTO
Re-posted 28 days ago
Elevance Health rating
7.7
Based on 349 frontline employees who took The Breakroom Quiz
200th of 303 rated insurance
Job description
Anticipated End Date:
2026-08-11Position Title:
Financial Consultant ManagerJob Description:
Financial Consultant Manager
Employee Referral Bonus: $250
Location: This role requires associates to be in-office 1-2 days per week, fostering collaboration and connectivity, while providing flexibility to support productivity and work-life balance. This approach combines structured office engagement with the autonomy of virtual work, promoting a dynamic and adaptable workplace. Alternate locations may be considered if candidates reside within a commuting distance from an office.
Please note that per our policy on hybrid/virtual work, candidates not within a reasonable commuting distance from the posting location(s) will not be considered for employment, unless an accommodation is granted as required by law.
The Financial Consultant Manager is responsible for leading the process of preparation and interpretation of complex financial analysis for Carelon Insights. Has end to end ownership/management of business processes and works across functions and business departments to drive holistic and consistent solutions.
How You Will Make an Impact:
- Serves as primary liaison between finance leadership and business unit.
- Prepares and presents month-end financial statements and supporting analysis.
- Leads the processes for and prepares monthly financial forecasts, annual plans, and long-term growth plans.
- Performs ad hoc analyses for business, finance, and other stakeholders.
- Consults with and provides management with solutions and recommended actions.
- Supports commercialization efforts, new business opportunities, and other growth initiatives.
- Works with cross-functional teams on strategic projects that support business unit and company goals.
- Performs other relevant tasks in support of business and company objectives.
Minimum Requirements:
Requires a BA/BS in Accounting or Finance and a minimum of 6 years budgeting, forecasting, and accounting financial reporting experience; or any combination of education and experience, which would provide an equivalent background.
Preferred Skills, Capabilities, and Experiences:
- Strong knowledge of internal business processes, data flow, controls and our financial systems.
- Experience with Oracle EPM, SmartView, and PeopleSoft.
- Ability to present results to a business audience and toparticipatecollaboratively in a team tasked to produce complex analyses on a rigorous schedule.
Job Level:
Non-Management ExemptWorkshift:
1st Shift (United States of America)Job Family:
AFA > Financial Reporting, Planning & AnalysisPlease be advised that Elevance Health only accepts resumes for compensation from agencies that have a signed agreement with Elevance Health. Any unsolicited resumes, including those submitted to hiring managers, are deemed to be the property of Elevance Health.
Who We Are
Elevance Health is a health company dedicated to improving lives and communities - and making healthcare simpler. We are a Fortune 25 company with a longstanding history in the healthcare industry, looking for leaders at all levels of the organization who are passionate about making an impact on our members and the communities we serve.
How We Work
At Elevance Health, we are creating a culture that is designed to advance our strategy but will also lead to personal and professional growth for our associates. Our values and behaviors are the root of our culture. They are how we achieve our strategy, power our business outcomes and drive our shared success - for our consumers, our associates, our communities and our business.
We offer a range of market-competitive total rewards that include merit increases, paid holidays, Paid Time Off, and incentive bonus programs (unless covered by a collective bargaining agreement), medical, dental, vision, short and long term disability benefits, 401(k) +match, stock purchase plan, life insurance, wellness programs and financial education resources, to name a few.
Elevance Health operates in a Hybrid Workforce Strategy. Unless specified as primarily virtual by the hiring manager, associates are required to work at an Elevance Health location at least once per week, and potentially several times per week. Specific requirements and expectations for time onsite will be discussed as part of the hiring process.
The health of our associates and communities is a top priority for Elevance Health. We require all new candidates in certain patient/member-facing roles to become vaccinated against COVID-19 and Influenza. If you are not vaccinated, your offer will be rescinded unless you provide an acceptable explanation. Elevance Health will also follow all relevant federal, state and local laws.
Elevance Health is an Equal Employment Opportunity employer, and all qualified applicants will receive consideration for employment without regard to age, citizenship status, color, creed, disability, ethnicity, genetic information, gender (including gender identity and gender expression), marital status, national origin, race, religion, sex, sexual orientation, veteran status or any other status or condition protected by applicable federal, state, or local laws. Applicants who require accommodation to participate in the job application process should submit the following form: Accessibility Accommodation Request Form and a member of the team will be in contact. Qualified applicants with arrest or conviction records will be considered for employment in accordance with all federal, state, and local laws, including, but not limited to, the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act.
Prospective employees required to be screened under Florida law should review the education and awareness resources at HB531 | Florida Agency for Health Care Administration.
NOTE: Workday keeps job postings active through 11:59:59 PM on the day before the listed end date. Example: If the end date is 3/13, the posting will automatically come down on 3/12 at 11:59:59 PM. In other words - the job is posted until 3/13, not through 3/13.
What Elevance Health employees say
Pay
Benefits
Hours and flexibility
Workplace
Get the full story on Breakroom
About Elevance Health
Sourced by ZipRecruiter
Elevance Health is a health company dedicated to improving lives and communities - and making healthcare simpler. A Fortune 20 company with a longstanding history in the healthcare industry, we are looking for leaders at all levels of the organization who are passionate about making an impact on our members and the communities we serve. You will thrive in a complex and collaborative environment where you take action and ownership to solve problems and lead change. Do you want to be part of a larger purpose and an evolving, high-performance culture that empowers you to make an impact?
Industry
Health care and social assistance
Company size
10,000+ Employees
Headquarters location
Indianapolis, IN, US
Year founded
2004