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Financial Consultant Jobs in Decatur, GA (NOW HIRING)

Financial Consultant

Atlanta, GA ยท On-site +1

$95K - $123K/yr

TruOak Financial Partners is looking for competitive, coachable professionals who want more than a title, quota, or traditional advisor path. This is for someone who wants to build something real: a ...

Financial Consultant

Atlanta, GA ยท Hybrid

$95K - $123K/yr

TruOak Financial Partners is looking for competitive, coachable professionals who want more than a title, quota, or traditional advisor path. This is for someone who wants to build something real: a ...

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Bachelor's degree in Accounting, Finance, or another business field * 2+ years of financial modeling experience * 2+ years of experience in consulting or industry roles supporting financial modeling ...

Bachelor's degree in Accounting, Finance, or another business field * 2+ years of financial modeling experience * 2+ years of experience in consulting or industry roles supporting financial modeling ...

Financial Risk Senior Consultant

Atlanta, GA ยท On-site

$112K/yr

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Financial Modeling Senior Consultant

Atlanta, GA ยท On-site

$112K/yr

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Financial Risk Senior Consultant

Atlanta, GA ยท On-site

$112K/yr

Financial Services Senior Consultant - Financial Risk Our Deloitte Regulatory, Risk & Forensic team helps client leaders translate multifaceted risk and an evolving regulatory environment into ...

Financial Risk Senior Consultant

Atlanta, GA ยท On-site

$112K/yr

Financial Services Senior Consultant - Financial Risk Our Deloitte Regulatory, Risk & Forensic team helps client leaders translate multifaceted risk and an evolving regulatory environment into ...

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Financial Consultant information

See Decatur, GA salary details

$44.4K

$101.4K

$169.9K

How much do financial consultant jobs pay per year?

As of Jun 20, 2026, the average yearly pay for financial consultant in Decatur, GA is $101,418.00, according to ZipRecruiter salary data. Most workers in this role earn between $77,100.00 and $122,000.00 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 the most commonly searched types of Financial Consultant jobs in Decatur, GA? The most popular types of Financial Consultant jobs in Decatur, GA are:
What are popular job titles related to Financial Consultant jobs in Decatur, GA? For Financial Consultant jobs in Decatur, GA, the most frequently searched job titles are:
What job categories do people searching Financial Consultant jobs in Decatur, GA look for? The top searched job categories for Financial Consultant jobs in Decatur, GA are:
What cities near Decatur, GA are hiring for Financial Consultant jobs? Cities near Decatur, GA with the most Financial Consultant job openings:
Infographic showing various Financial Consultant job openings in Decatur, GA as of June 2026, with employment types broken down into 1% As Needed, 82% Full Time, 14% Part Time, 1% Temporary, and 2% Contract. Highlights an 87% Physical, 4% Hybrid, and 9% Remote job distribution, with an average salary of $101,418 per year, or $48.8 per hour.

Financial Consultant

TruOak Financial Partners

Atlanta, GA โ€ข On-site, Remote

$95K - $123K/yr

Full-time

Medical, Dental, Vision, Life, Retirement

Posted 24 days ago


Job description

Description
Build a practice with your name on it, not just another job in finance.
TruOak Financial Partners is looking for competitive, coachable professionals who want more than a title, quota, or traditional advisor path. This is for someone who wants to build something real: a client base, a personal brand, and a long-term advisory practice with real upside. You will not be handed a book of business, but you will be trained, coached, challenged, and supported by a firm built around ownership, development, and performance.
Backed by National Life Group, TruOak offers the strength of a national platform with the culture and flexibility of a modern, advisor-first firm. Our advisors have access to tiered training, advanced planning support, leadership access, in-house resources, and mentorship from some of National Life's top producers. More than 30 advisors have joined TruOak this year because they wanted more autonomy, better support, and a platform that helps them build a career they are proud of.
Our culture is being recognized too. TruOak was named a 2026 Culture Excellence & Industry Awards winner through TopWorkplaces.com and Bucketlist, based on employee feedback surveys, with recognition in Financial Services, Compensation & Benefits, Professional Development, Leadership, Employee Well-Being, Purpose & Values, Innovation, Work-Life Flexibility, and Employee Appreciation. New advisors also receive access to SAGE, a marketing and lead-generation tool that helps open doors by adding value through eligible transferable tuition reward credits for clients' children, grandchildren, and family members. This is a hybrid Atlanta opportunity with medical, dental, vision, 401(k), firm events, performance celebrations, and four agency-paid trips per year, including two international trips.
Responsibilities
โ€ข Establish strong relationships with new clients as their trusted advisor and continuously identify, seek, and approach prospects
โ€ข Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products
โ€ข Develop and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives
Qualifications
You'll fit well here if you're competitive, coachable, and want income upside tied to performance.
โ€ข Life & Health Insurance license required (we can support you if you're in process).
โ€ข SIE / Series 7 / Series 66 preferred (required within the first year if not currently held).
โ€ข Strong communication skills and comfort in business development.
โ€ข Backgrounds that often translate well: sales, BD, real estate, mortgage, banking, insurance, military, athletics, or prior financial services.
โ€ข Must be a U.S. Citizen or a green card holder.