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Financial Consultant Jobs in San Francisco, CA (NOW HIRING)

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Financial Consultant information

See San Francisco, CA salary details

$53.6K

$122.4K

$205K

How much do financial consultant jobs pay per year?

As of May 28, 2026, the average yearly pay for financial consultant in San Francisco, CA is $122,391.00, according to ZipRecruiter salary data. Most workers in this role earn between $93,100.00 and $147,300.00 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 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 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 financial consulting jobs?

Financial consulting jobs involve providing expert advice to individuals or organizations on financial planning, investment strategies, risk management, and financial analysis. These roles often require strong analytical skills, knowledge of financial tools, and relevant certifications such as the CFA or CFP. Consultants may work for firms or independently, helping clients improve financial performance and achieve their financial goals.

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.

More about Financial Consultant jobs
What are the most commonly searched types of Financial Consultant jobs in San Francisco, CA? The most popular types of Financial Consultant jobs in San Francisco, CA are:
What are popular job titles related to Financial Consultant jobs in San Francisco, CA? For Financial Consultant jobs in San Francisco, CA, the most frequently searched job titles are:
What job categories do people searching Financial Consultant jobs in San Francisco, CA look for? The top searched job categories for Financial Consultant jobs in San Francisco, CA are:
What cities near San Francisco, CA are hiring for Financial Consultant jobs? Cities near San Francisco, CA with the most Financial Consultant job openings:
Financial Consultant jobs near you
Infographic showing various Financial Consultant job openings in San Francisco, CA as of May 2026, with employment types broken down into 3% As Needed, 80% Full Time, 10% Part Time, and 7% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $122,391 per year, or $58.8 per hour.

Financial Consultant Partner - Walnut Creek, CA

Charles Schwab Inc.

Walnut Creek, CA • On-site

$67K - $110.50K/yr

Full-time

Posted 2 days ago

Job description

Your Opportunity
At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together.
This position is part of the Branch Network which is primarily responsible for providing Wealth Management to individuals and families to meet their financial needs. In partnership with the Sr. Financial Consultant (FC), the Financial Consultant Partner will support the growth and management of an affluent wealth management practice. This includes servicing clients, growing client relationships, and delivering advice with the practice clients of the Sr. Financial Consultant. The Financial Consultant Partner will help grow the practice by partnering with their Sr. FC to pursue business development opportunities.
As a Financial Consultant Partner (FCP), you are in the heart of the action, acting as a trusted partner to our Sr. Financial Consultants (FC) and their practice clients. Through your developed expertise, you will deepen new and existing client relationships, uncovering business development opportunities and learning from your Sr. FC all along the way. You'll support the growth and management of an affluent wealth management practice, providing exceptional service, advice, and relationship management. If you are a licensed financial professional with a passion for wealth management, and a desire to grow under the mentorship of a seasoned advisor, this could be the role for you.
To learn more about our client offerings visit: Charles Schwab - Investor Services
What you have
Required Qualifications:
  • A valid and active Series 7 license is required (license may be obtained under a condition of employment through Branch Network Licensing Program)
  • A valid and active Series 66 (63/65) license required (license(s) may be obtained under a condition of employment)

Preferred Qualifications:
  • 3+ years of Financial Services Industry Experience
  • Strong written and verbal communication skills
  • Strong candidates will have a proven track record to handle several tasks simultaneously and effectively prioritize
  • Ability to identify new relationship development
  • Openness to build, refresh, and deliver financial plans for practice clients in partnership with your Sr. Financial Consultant(s)
  • Ability to uncover and meet client needs and effectively manage client expectations
  • Ability to build and maintain good cross-enterprise working relationships
  • Capability to become a Notary
  • Strong candidates will also gain experience updating and compiling client information through Schwab's internal customer relationship management (CRM) tool
  • Openness to manage local events, as needed

In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing.
You will be required to register and to submit to the required SAFE Act background check and registration process.

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