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Financial Consultant Jobs in Decatur, GA (NOW HIRING)

Deloitte

Financial Risk Senior Consultant

Atlanta, GA · On-site

$112K/yr

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All JobsFinancial Consultant JobsFinancial Consultant Jobs in Decatur, GA

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 Sep 2, 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 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 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 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 advice to clients on managing their finances, including investments, retirement planning, and tax strategies. They analyze financial data, develop personalized plans, and often hold certifications such as CFP or CFA to ensure expertise. Their work involves assessing client needs, recommending financial products, and helping clients achieve their financial goals.
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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:

Financial Consultant jobs near you
Infographic showing various Financial Consultant job openings in Decatur, GA as of August 2026, with employment types broken down into 1% As Needed, 81% Full Time, 16% Part Time, and 2% Contract. Highlights an 88% Physical, 4% Hybrid, and 8% Remote job distribution, with an average salary of $103,277 per year, or $49.7 per hour.

VP; Financial Consultant - Atlanta, GA (Midtown)

Charles Schwab Inc.

Atlanta, GA • On-site

$70K - $110K/yr

Full-time

Re-posted 11 days ago

Job description

Your Opportunity
Schwab's branch team is at the heart of our commitment to helping clients own their financial futures. 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 trusted partner who guides clients through life's financial decisions with clarity and empathy.
Why you're set up for success
You'll start with a book of existing Schwab clients, giving you a strong foundation to build lasting relationships and grow your practice. Your relationship-building and communication skills will help deepen client connections and create meaningful impacts into the lives of the people and communities you serve.
  • Schwab Training and Development

To set you up for success, you'll complete our comprehensive training through Wealth Management University, a four-week virtual experience led by live facilitators, followed by an immersive weeklong bootcamp to connect with peers and learn from experts.
After completing Wealth Management University, your individualized development continues through hands-on training and mentorship within your branch. You'll collaborate closely with your branch manager, experienced peers, and dedicated mentors who provide guidance tailored to your unique background and career goals.
  • Career Pathing

As your career evolves, Schwab's four-level Financial Consultant track offers a clear path for advancement, recognition, and leadership-empowering you to shape your future and make a difference for yourself, your clients, and your community.
You'll be supported by leaders who champion your development, invest in continuous learning, and empower you to expand your skills and responsibilities over time.
  • Competitive Compensation

This position offers a competitive base salary complemented by a performance-driven incentive plan, providing unlimited earning potential from day one. As you continue to build relationships and grow your book of business, your compensation will increase-rewarding your commitment and tenure in the role with greater earning opportunities over time.
Investment Professionals' Compensation | Charles Schwab
What you have
The expertise you bring:
  • A valid and active FINRA Series 7 license required
  • Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job.
  • CFP® Certification is a plus. (If you have not obtained the CFP designation yet, we encourage your professional development with Tuition Reimbursement and our internal CFP Cohort Program)

The skills you bring:
  • Business Development

Proactively engage in warm outreach to existing and prospective clients, maintaining consistent sales activity to grow the book of business and strengthen client relationships.
Passion for community engagement to share and engage clients in discussion about market conditions, sound investing principles, and ideal wealth and long-term investment strategies for their personal situation.
Desire to provide outstanding investor experience in addition to furthering your own professional development in Wealth Management
  • Relationship Building

Ability to build strong relationships, engage and encourage trust, and deepen the client relationship by applying a focused client communication strategy, and exceeding client expectations.
Strong candidates will also learn to leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your clients' progress toward achieving their goals.
  • Investment Strategies and Financial Planning

Openness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning.
Ability to adapt and implement change as the market and business conditions evolve.

Apply