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 ...
Encore Financial Reporting Controllership Senior Consultant
Atlanta, GA · On-site
$112K/yr
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Encore Financial Reporting Controllership Senior Consultant
Atlanta, GA · On-site
$112K/yr
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Investment Consultant - Atlanta, GA - Midtown
$27.40 - $39.28/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 - Atlanta, GA - Midtown
$27.40 - $39.28/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 ...
Senior Consultant, Restructuring | Corporate Finance
Atlanta, GA · On-site
$163K/yr
Analyze financial information and conduct due diligence associated with restructuring plans ... consulting, public accounting, or other professional services environment * This role requires ...
Senior Consultant, Restructuring | Corporate Finance
Atlanta, GA · On-site
$163K/yr
Analyze financial information and conduct due diligence associated with restructuring plans ... consulting, public accounting, or other professional services environment * This role requires ...
Finance Strategy Senior Consultant
Atlanta, GA · On-site
$112K/yr
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Finance Strategy Senior Consultant
Atlanta, GA · On-site
$112K/yr
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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
Atlanta, GA · On-site
$112K/yr
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Oracle Finance Senior Consultant
Atlanta, GA · On-site
$112K/yr
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... providing consulting services related to financial management and strategy. These individuals ... You will analyse financial data, develop performance metrics and key performance indicators (KPIs ...
... providing consulting services related to financial management and strategy. These individuals ... You will analyse financial data, develop performance metrics and key performance indicators (KPIs ...
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 ...
Financial Modeling Senior Consultant
Atlanta, GA · On-site
$112K/yr
Bachelor's degree in accounting, finance, or another business major * 2+ years of financial modeling experience * 3+ years of experience in a consulting firm or industry role performing financial ...
Financial Modeling Senior Consultant
Atlanta, GA · On-site
$112K/yr
Bachelor's degree in accounting, finance, or another business major * 2+ years of financial modeling experience * 3+ years of experience in a consulting firm or industry role performing financial ...
Financial Modeling Senior Consultant
Atlanta, GA · On-site
$112K/yr
Bachelor's degree in accounting, finance, or another business major * 2+ years of financial modeling experience * 3+ years of experience in a consulting firm or industry role performing financial ...
Financial Modeling Senior Consultant
Atlanta, GA · On-site
$112K/yr
Bachelor's degree in accounting, finance, or another business major * 2+ years of financial modeling experience * 3+ years of experience in a consulting firm or industry role performing financial ...
You'll also have the ability to take charge of your own professional journey with our supportive, nurturing culture and diverse set of career opportunities. As a Financial Consultant at ...
You'll also have the ability to take charge of your own professional journey with our supportive, nurturing culture and diverse set of career opportunities. As a Financial Consultant at ...
Senior Consultant, GBS - Operational Finance
Atlanta, GA · On-site
$112K/yr
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Senior Consultant, GBS - Operational Finance
Atlanta, GA · On-site
$112K/yr
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You'll also have the ability to take charge of your own professional journey with our supportive, nurturing culture and diverse set of career opportunities. As a Financial Consultant at ...
You'll also have the ability to take charge of your own professional journey with our supportive, nurturing culture and diverse set of career opportunities. As a Financial Consultant at ...
Finance Analytics & AI Senior Consultant
Atlanta, GA · On-site
$112K/yr
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Finance Analytics & AI Senior Consultant
Atlanta, GA · On-site
$112K/yr
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Finance Analytics & AI Senior Consultant
Atlanta, GA · On-site
$112K/yr
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Finance Analytics & AI Senior Consultant
Atlanta, GA · On-site
$112K/yr
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Investment Consultant - Atlanta, GA (Alpharetta)
Alpharetta, GA · On-site
$26.88 - $44.28/hr
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Investment Consultant - Atlanta, GA (Alpharetta)
Alpharetta, GA · On-site
$26.88 - $44.28/hr
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Senior Consultant, Strategy, Growth, and Transformation Join Deloitte's Finance Transformation team ... You will support initiatives that improve decision-making, manage risk, and drive financial and ...
Finance Strategy Senior Consultant
Atlanta, GA · On-site
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Senior Consultant, Strategy, Growth, and Transformation Join Deloitte's Finance Transformation team ... You will support initiatives that improve decision-making, manage risk, and drive financial and ...
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Our Consultants have a deep understanding of Workday Financials applications. In this position, we are looking for expertise in some of the following Functional Areas: Workday Strategic Sourcing
Our Consultants have a deep understanding of Workday Financials applications. In this position, we are looking for expertise in some of the following Functional Areas: Workday Strategic Sourcing
Financial Consultant information
See Decatur, GA salary details
$44.4K - $55.8K
7% of jobs
$55.8K - $67.2K
7% of jobs
$75.8K is the 25th percentile. Wages below this are outliers.
$67.2K - $78.6K
14% of jobs
$78.6K - $90K
16% of jobs
The median wage is $93.7K / yr.
$90K - $101.4K
18% of jobs
$101.4K - $112.9K
11% of jobs
$114.5K is the 75th percentile. Wages above this are outliers.
$112.9K - $124.3K
17% of jobs
$124.3K - $135.7K
5% of jobs
$135.7K - $147.1K
4% of jobs
$147.1K - $158.5K
1% of jobs
$158.5K - $169.9K
0% of jobs
$44.4K
$101.4K
$169.9K
How much do financial consultant jobs pay per year?
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.
How much do finance consultants get paid?
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.
How many financial advisors make $500,000 a year?
What does a Financial Consultant do?
What are some of the most common challenges Financial Consultants face when building client relationships?
Is $200,000 enough to work with a financial advisor?
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
Posted 4 days ago
Job description
At Schwab, you’ll make an impact on your career while helping clients take ownership of
their financial futures. In a collaborative, inclusive environment, you’ll build meaningful
relationships, grow your skills, and contribute to a client-first culture that drives innovation.
As an Investment Consultant (IC) in Schwab’s Branch Network, you’ll take a critical first
step on the path toward becoming a Financial Consultant. This role is designed for
individuals who are motivated to learn, comfortable taking initiative, and excited to grow
through hands-on experience.
You’ll develop core consulting skills through proactive client outreach, needs-based
conversations, and solution positioning—while learning alongside experienced Financial
Consultants who provide coaching, mentoring, and real-time feedback. This is a role where
curiosity, effort, and coachability matter just as much as prior experience.
- Apply active listening and thoughtful questioning to align solutions to client goals
- Build relationship management skills through timely, accurate, client-focused support
- Manage priorities effectively across outreach, follow-up, and administrative work
- Demonstrate resilience and motivation in achieving individual and team goals
- 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 Training and Development
Start with Wealth Management University—a four-week, live virtual program
designed to build your foundation for success.
Afterward, continue your development through hands-on training and mentorship in
your branch, partnering with your manager, peers, and mentors for guidance aligned to
your goals.
• Career Pathing
The Investment Consultant role provides a strong foundation for growth, with a clear
path to a Financial Consultant position for those looking to deepen client relationships,
business development skills “choose your own adventure", and financial expertise.
Schwab also supports a approach—empowering you to explore leadership, expanded branch roles, or opportunities across service and support
teams. You’ll be supported by leaders who invest in your growth and continuous
development over time.
• Competitive Compensation
In addition to base pay, this role offers bonus and incentive opportunities tied to
performance.
The expertise you bring:
• A valid and active FINRA Series 7 license required
• Currently hold or obtain the FINRA Series 66 (63/65) license and Life & Health
Insurance, both of which are required for this role.
• Relevant experience in financial services or a similar client-facing, sales, or advisory
environment preferred
The skills you bring:
• Motivation
Demonstrate strong ownership, persistence, and drive in achieving goals
Maintain a growth-oriented mindset, seeking opportunities to learn, improve, and
contribute to client and business outcomes
• Adaptability
Actively seek, receive, and apply feedback to strengthen performance
Adapt to evolving client needs, business priorities, and new information with a flexible,
solutions-oriented approach
• Time Management
Effectively prioritize and manage multiple responsibilities, including client outreach,
follow-ups, and ongoing development
Stay organized and focused in a fast-paced environment to meet deadlines and deliver
consistent results
• Influencing Others
Use active listening and thoughtful questioning to understand client needs and identify
appropriate solutions
Communicate clearly and persuasively to build trust, align on next steps, and guide
client decisions
• Entrepreneurial Orientation
Take initiative to identify opportunities, expand client relationships, and contribute to
business growth
Demonstrate resilience and resourcefulness in pursuing goals and navigating challenges
At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact.
We offer a competitive benefits package that takes care of the whole you – both today and in the future:
- 401(k) with company match and Employee stock purchase plan
- Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
- Paid parental leave and family building benefits
- Tuition reimbursement
- Health, dental, and vision insurance