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Financial Consultant Jobs in Decatur, GA (NOW HIRING)

Finance Strategy 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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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 ...

Finance Strategy Senior Consultant

Atlanta, GA · On-site

$112K/yr

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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Showing results 1-20

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 Jul 14, 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.

How much do finance consultants get paid?

Finance consultants typically earn a median annual salary ranging from $60,000 to $100,000, depending on experience, location, and industry. Senior or specialized consultants with certifications like CFA or CPA can earn higher salaries, often exceeding $120,000 annually.

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.

How many financial advisors make $500,000 a year?

While a small percentage of financial advisors earn $500,000 or more annually, such high earnings typically require extensive experience, a strong client base, and specialization in high-net-worth individuals. Most financial advisors earn between $60,000 and $150,000 per year, with top earners reaching higher levels through commissions, bonuses, and advanced certifications like the CFA or CFP.

What does a Financial Consultant do?

A Financial Consultant provides clients with advice on managing their finances, including investments, retirement planning, and risk management. They analyze financial data, develop strategies, and often hold certifications like CFP or CFA to ensure expertise. Their work typically involves meeting with clients, creating financial plans, and using financial software tools.

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.

Is $200,000 enough to work with a financial advisor?

For a financial consultant, having $200,000 in assets or investments can be sufficient to seek professional advice, as many advisors set minimum account sizes ranging from $25,000 to $100,000. The adequacy depends on your financial goals and the advisor's fee structure, which may include hourly, flat, or percentage-based fees. It's important to choose an advisor whose services and fees align with your financial situation and objectives.

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 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 July 2026, with employment types broken down into 2% Locum Tenens, 83% Full Time, 10% Part Time, 1% Temporary, and 4% Contract. Highlights an 88% Physical, 2% Hybrid, and 10% Remote job distribution, with an average salary of $101,418 per year, or $48.8 per hour.
Investment Consultant - Atlanta, GA - Midtown

Investment Consultant - Atlanta, GA - Midtown

Charles Schwab

Atlanta, GA

Full-time

Medical, Dental, Vision, Life, Retirement

Posted 4 days ago


Job description

Your opportunity

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.

What you have

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


What’s in it for you

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