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Financial Consultant Jobs in Raleigh, NC (NOW HIRING)

pathwayRP

Financial Consultant (MO)

Wake Forest, NC · On-site

Financial Consultant with a leading consumer and commercial finance company. Qualifications * Bachelor's Degree in related field. * More than 6 years of financial analysis experience. * Experience ...

Deloitte

Financial Risk Senior Consultant

Raleigh, NC · On-site

$113K/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 ...

Deloitte

Oracle Finance Senior Consultant

Raleigh, NC

$113K/yr

Today's CFOs and financial leaders face increasing demands to enhance business performance, drive shareholder value, and optimize operational efficiency. As an Oracle Senior Consultant at Deloitte ...

Deloitte

FP&A Advise Senior Consultant

Raleigh, NC

$113K/yr

As an FP&A Senior Consultant focused on the insurance industry, you will help insurance carriers strengthen financial planning, forecasting, and analytics capabilities so they can make more informed ...

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All JobsFinancial Consultant JobsFinancial Consultant Jobs in Raleigh, NC

Financial Consultant information

See Raleigh, NC salary details

$44.2K

$101K

$169.1K

How much do financial consultant jobs pay per year?

As of Aug 6, 2026, the average yearly pay for financial consultant in Raleigh, NC is $100,971.00, according to ZipRecruiter salary data. Most workers in this role earn between $76,800.00 and $121,500.00 per year, depending on experience, location, and employer.

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 and recommending suitable financial products or services.

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.
More about Financial Consultant jobs
What are the most commonly searched types of Financial Consultant jobs in Raleigh, NC? The most popular types of Financial Consultant jobs in Raleigh, NC are:
What are popular job titles related to Financial Consultant jobs in Raleigh, NC? For Financial Consultant jobs in Raleigh, NC, the most frequently searched job titles are:
What job categories do people searching Financial Consultant jobs in Raleigh, NC look for? The top searched job categories for Financial Consultant jobs in Raleigh, NC are:
What cities near Raleigh, NC are hiring for Financial Consultant jobs? Cities near Raleigh, NC with the most Financial Consultant job openings:
Financial Consultant jobs near you
Infographic showing various Financial Consultant job openings in Raleigh, NC as of August 2026, with employment types broken down into 1% As Needed, 80% Full Time, 14% Part Time, and 5% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $100,971 per year, or $48.5 per hour.

Financial Consultant (MO)

pathwayRP

Wake Forest, NC • On-site

Full-time

Re-posted yesterday

Job description

Company Description

EmTacq specializes in EMployer Talent ACQuisitions, matching the most qualified candidates with the most competitive positions available. We pride ourselves on not just putting bodies in seats, rather matching professionals to their careers. We are headquartered in the Raleigh / Durham, NC area. However, as a recruiting agency we service companies and candidates across the United States. We are your best source for professional, value driven low cost recruitment services.


Our primary focus is providing  a one-on-one recruiter relationship and provide top Direct hire performers to our clients. Our goal is to make each hiring experience simple and successful.  We want to be your "Employment Partner" and are excited to assist you with all your employment needs. We look forward to building and maintaining a solid relationship.

Our MISSION STATEMENT is to provide "Personnel Services with a Personal Touch". Our philosophy is to employ only the best, skilled candidates to create the perfect "fit" for each client. We follow that up with unsurpassed customer service.

Job Description

Financial Consultant with a leading consumer and commercial finance company.

Qualifications
  • Bachelor's Degree in related field.
  • More than 6 years of financial analysis experience.
  • Experience with financial modeling and reporting
  • Excellent communication and presentation skills
  • Experience with a big 4 or large bank
Additional Information


Must be a US citizen or Green Card holder.


All your information will be kept confidential according to EEO guidelines.

Apply