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Financial Consultant Jobs in Decatur, AL (NOW HIRING)

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Financial Consultant information

See Decatur, AL salary details

$42.7K

$97.4K

$163.1K

How much do financial consultant jobs pay per year?

As of Jun 9, 2026, the average yearly pay for financial consultant in Decatur, AL is $97,379.00, according to ZipRecruiter salary data. Most workers in this role earn between $74,100.00 and $117,200.00 per year, depending on experience, location, and employer.

What Is a Financial Consultant?

A financial consultant or financial advisor provides advice to clients about financial matters. Your duties in this career may include advising clients about investments, retirement planning, real estate purchases, insurance, or other issues. Your primary responsibilities are to use your knowledge of finance to create an individualized plan that meets each clients budget, needs, and financial goals. Some financial consultants work for companies and provide financial services focused on subjects like business profits and operational costs.

What is the difference between Financial Consultant vs Financial Advisor?

AspectFinancial ConsultantFinancial Advisor
CertificationsCFP, CFA, CFP, Series 7/66CFP, Series 7/66, CFA (optional)
Work EnvironmentConsulting firms, independent practice, corporateBanks, advisory firms, independent
Employer & Industry UsageFinancial consulting firms, corporate financeWealth 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?

A Financial Consultant provides expert advice to individuals or businesses on how to manage their finances effectively. They help clients with financial planning, investment strategies, retirement planning, tax optimization, and risk management. By analyzing financial data and understanding clients' goals, they create personalized plans to help grow and protect wealth over time. Financial Consultants often stay updated on market trends and regulations to ensure their advice is relevant and effective.

What are some of the most common challenges Financial Consultants face when building client relationships?

Financial Consultants often encounter challenges such as earning trust from new clients, understanding unique financial goals, and communicating complex investment strategies in simple terms. Building long-term relationships requires consistent follow-up, personalized advice, and staying updated on market changes to proactively address client concerns. Navigating regulatory requirements and managing client expectations, especially during market volatility, are also key aspects of the role.

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

To thrive as a Financial Consultant, you need strong analytical abilities, financial planning expertise, and a relevant degree in finance, accounting, or economics, often complemented by certifications like CFP or CFA. Familiarity with financial modeling software, CRM platforms, and portfolio management tools is typically required. Excellent interpersonal, communication, and problem-solving skills help build trust with clients and deliver tailored financial advice. These skills are crucial for developing effective financial strategies, fostering client relationships, and achieving successful outcomes in a competitive industry.

What are financial consulting jobs?

Financial consulting jobs involve providing expert advice to individuals or organizations on financial planning, investment strategies, risk management, and financial analysis. These roles often require strong analytical skills, knowledge of financial tools, and relevant certifications such as the CFA or CFP. Consultants may work for firms or independently, helping clients improve financial performance and achieve their financial goals.
What job categories do people searching Financial Consultant jobs in Decatur, AL look for? The top searched job categories for Financial Consultant jobs in Decatur, AL are:
What cities near Decatur, AL are hiring for Financial Consultant jobs? Cities near Decatur, AL with the most Financial Consultant job openings:

Financial Consultant - $65K+ First Year Average

Elevated Financial

Harvest, AL • On-site

$65K/yr

Full-time

This job post has expired 1 day ago. Applications are no longer accepted.


Job description

Crafting Brighter Futures for Businesses & Families across the US

At the forefront of specialized financial services, we help families safeguard their assets and promise a profound purpose: ensuring a brighter future for every client.

Role Overview:

As a Benefits Representative, you play a pivotal role in helping families protect their assets and secure their futures. You'll be the face of our company, embodying our values and commitment.

Primary Responsibilities:
  • Engage with clients to understand their financial goals and concerns.
  • Present tailored solutions to safeguard their assets effectively.
  • Maintain a pulse on the industry, ensuring you offer the best and most updated advice.
  • Foster relationships and ensure our clients always have someone they can turn to.
Why Work With Us?
  • Flexible Scheduling: Enjoy the benefits of a full-time role that has flexible hours.
  • Unlimited Earning Potential: Your dedication determines your earnings*.
  • Company Culture: At our company people are ambitious but respectful, high-energy, and treat every member like family. We do (optional) company outings frequently!
  • Grow with Us: Dive into continuous learning and development opportunities.
Application Process:
  1. Submit Your Application: No stringent qualifications needed. We believe in potential.
  2. Virtual Company Overview: Once your application is in, you'll receive an invite to a virtual overview, detailing everything you need to know about the position. This session lasts 20-30 minutes, and you can self-schedule at your convenience, often on the same day.
  3. Interact with Us: During the overview, you'll have the chance to chat with our team members and ask any questions.
FAQs:
  • When will I hear back after applying? Typically, within 24 hours.
  • Is there any specific software I need for the virtual overview? No, our platform is accessible through any standard web browser. Details will be provided in the invitation.
  • What's the growth trajectory for a Benefits Representative? Our focus is on continuous learning and development. Many of our reps have seen exponential career growth within our organization.

* This is a commission only role with average earnings of $65,000+ in the first year and uncapped room for rapid growth based on performance.

State and federal laws require licensing to sell certain insurance products. Ability to obtain a license is required.