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$45.5K

$103.9K

$174K

How much do financial consultant jobs pay per year?

As of Jun 10, 2026, the average yearly pay for financial consultant in the United States is $103,877.00, according to ZipRecruiter salary data. Most workers in this role earn between $79,000.00 and $125,000.00 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.

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 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 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.

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.
More about Financial Consultant jobs
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Financial Consultant jobs near you
Infographic showing various Financial Consultant job openings in the United States as of June 2026, with employment types broken down into 1% As Needed, 83% Full Time, 14% Part Time, and 2% Contract. Highlights an 87% Physical, 4% Hybrid, and 9% Remote job distribution, with an average salary of $103,877 per year, or $49.9 per hour.

Financial Consultant

WealthBridge Financial Group

Carter Lake, IA

Full-time

Medical, Dental, Vision, Life, Retirement

Posted 10 days ago

Job description

Financial Consultant | WealthBridge

WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. In this position, you will engage with clients to understand their financial objectives and provide them with tailored advice and strategies that align with their goals. You will leverage your financial expertise to offer comprehensive solutions, including investment opportunities, retirement planning, and wealth management strategies.

As a Financial Consultant at WealthBridge, you will play a pivotal role in empowering clients to make informed financial decisions. You will utilize advanced financial tools and analytics to assess client needs and develop effective action plans. Collaboration with a network of industry experts and access to cutting-edge resources will enhance your ability to serve clients effectively.

Join WealthBridge Financial Group and be part of a passionate team dedicated to delivering exceptional service and fostering long-term client relationships. If you are driven by results and have a deep commitment to helping clients achieve financial success, we would love to hear from you.

Requirements

  • Bachelor's degree in finance, accounting, or a related field.
  • Experience in financial consulting or a similar role is preferred.
  • Strong analytical and problem-solving skills.
  • Excellent communication and interpersonal skills to effectively connect with clients.
  • Demonstrated ability to build and maintain client relationships.
  • Licenses or certifications in financial planning are a plus.

Benefits

  • Top-tier health coverage including medical, dental, and vision plans for you and your dependents
  • 401(k) retirement plan with company match to help you build long-term security
  • Life and disability insurance for added peace of mind
  • Employee wellness programs and mental health resources
  • Career growth opportunities and ongoing training support

Apply