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Financial Consultants Jobs (NOW HIRING)

Financial Consultant

Garden City, NY · On-site

$50K - $200K/yr

Legacy Financial is hiring Financial Consultants to join our powerhouse sales team and dominate this recession-proof industry. Why Legacy? We're not your average financial firm. We're a high-energy ...

Financial Consultant

Garden City, NY · On-site

$50K - $200K/yr

Legacy Financial is hiring Financial Consultants to join our powerhouse sales team and dominate this recession-proof industry. Why Legacy? We're not your average financial firm. We're a high-energy ...

Lead, coach, and develop a team of Financial Consultants by providing ongoing feedback, performance management, and career development support. * Execute sales and lead generation strategies focused ...

Lead, coach, and develop a team of Financial Consultants by providing ongoing feedback, performance management, and career development support. * Execute sales and lead generation strategies focused ...

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Financial Consultant

Los Angeles, CA · Remote

$65K - $100K/yr

Solely Performance-Based (income tax benefits) Our financial consultants are paid in various different ways depending on licenses obtained (Residuals, Renewals, Commissions, Assets Under Management ...

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Financial Consultants information

See salary details

$45.5K

$103.9K

$174K

How much do financial consultants jobs pay per year?

As of Aug 3, 2026, the average yearly pay for financial consultants 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 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 a solid background in finance, investment analysis, and financial planning, typically supported by a relevant degree and certifications such as CFP or CFA. Familiarity with financial planning software, portfolio management tools, and CRM systems is essential for providing data-driven advice and maintaining client relationships. Excellent interpersonal skills, active listening, and trustworthiness help build lasting client relationships and deliver personalized solutions. These skills and qualifications are vital for delivering effective financial guidance and achieving client satisfaction in a competitive industry.

What are Financial Consultants?

Financial consultants are professionals who provide expert advice to individuals or organizations on managing their finances. They help clients develop strategies for budgeting, investing, retirement planning, tax optimization, and risk management. Financial consultants analyze clients’ financial situations, set realistic goals, and recommend personalized solutions to achieve those goals. They may work independently, for financial firms, or within corporate environments, and are often required to stay updated on financial regulations and market trends.

How much do finance consultants get paid?

Finance consultants typically earn an average salary ranging from $60,000 to $120,000 annually, depending on experience, location, and the complexity of projects. Senior or specialized consultants with certifications like CFA or CPA can earn higher compensation, often supplemented with bonuses or performance incentives.

What does a financial consultant actually do?

A financial consultant advises clients on managing their finances, investments, and financial planning to help achieve their financial goals. They analyze financial data, develop strategies, and often hold certifications like CFP or CFA to provide expert guidance. Their work typically involves meeting with clients, creating financial plans, and recommending suitable financial products or services.

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

For a financial advisor, having $200,000 in assets or investments can be sufficient to seek professional advice, especially if the advisor charges a percentage-based fee or flat rate. Many advisors work with clients who have a range of asset levels, and the suitability depends on the advisor's fee structure and the complexity of financial planning needed.

What is the difference between Financial Consultants vs Financial Advisors?

AspectFinancial ConsultantsFinancial Advisors
CredentialsCertifications like CFP, CFA, or CPA often preferredCertifications like CFP, CFA, or CPA often preferred
Work EnvironmentConsulting firms, independent practice, corporate settingsFinancial planning firms, banks, independent practice
Employer & Industry UsageUsed across consulting firms, financial services, corporate sectorsCommonly employed in financial planning, wealth management, banking
Search & Comparison IntentOften compared for client advisory roles, consulting servicesCompared for personal financial planning, investment advice

Financial Consultants and Financial Advisors share similar credentials and work environments, often overlapping in client advisory roles. However, Financial Consultants typically focus on providing strategic financial advice across various sectors, while Financial Advisors mainly assist individuals with personal financial planning and investments. Both roles require relevant certifications and are integral to the financial services industry.

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 compensation through commissions, bonuses, and advanced certifications like the CFA or CFP.

How do Financial Consultants typically collaborate with clients and internal teams to develop effective financial strategies?

Financial Consultants work closely with clients to understand their financial goals, assess their current financial situation, and identify investment or planning needs. They often collaborate with internal teams such as research analysts, tax specialists, and portfolio managers to create tailored financial plans and recommendations. Regular communication and follow-up meetings with clients are key to ensuring strategies remain aligned with clients' objectives. This collaborative approach not only builds trust but also enables Financial Consultants to provide holistic, up-to-date advice that adapts to changing market conditions and client circumstances.
More about Financial Consultants jobs
What cities are hiring for Financial Consultants jobs? Cities with the most Financial Consultants job openings:
What states have the most Financial Consultants jobs? States with the most job openings for Financial Consultants jobs include:
Infographic showing various Financial Consultants job openings in the United States as of July 2026, with employment types broken down into 1% Locum Tenens, 84% Full Time, 4% Part Time, and 11% Contract. Highlights an 88% Physical, 4% Hybrid, and 8% Remote job distribution, with an average salary of $103,877 per year, or $49.9 per hour.

Camden Financial Consultants Associate Consultant

Camdennational

North Conway, NH • On-site

Full-time

Medical, Dental, Vision, Retirement

Re-posted 12 days ago


Job description

Live here. Play here. Bank here. Work here.If you're looking to build your career at a forward-thinking organization with deep community roots and a vision for growth, success, and giving back, you've come to the right place.Get to know us:
  • We're your local community bank-and have been since 1875-that is committed to providing excellent customer service and giving back to our communities.

  • We foster a collaborative, inclusive work environment as part of a close-knit team where your voice is valued and heard.

  • Our highly engaged employees are rewarded for their performance and have ample opportunities for cross-training and advancement within the organization.

  • We've been named one of the best places to work in Maine, and offer robust benefits focused on your holistic well-being.

______________________________________________________________________________________________________________

Camden Financial Consultants, a leading provider of investments, insurance, and financial planning, is seeking an individual with a proven track record of successful financial sales to join the CFC sales team. The qualified candidate will be a proven financial sales professional with a remarkable track record of business development and a high degree of integrity.

A Series 7 and 63 license and the New Hampshire State Life and Health license are required and it is preferred to have them at the time of application. However, candidates who have the ability to obtain these licenses, will be considered. Camden Financial Consultants will cover the cost of all required exams and testing fees.

The essential functions are noted below; however, at Camden National, responsibilities may evolve over time given organization, technological, and/or staffing changes. At any point, other duties may be assigned.

Essential Duties and Responsibilities include the following.

  • Sell investment management and other Company products and services to prospects in a designated region under an assigned sales goal, with an increasing emphasis on developing outside referral sources
  • Develop new investment management and financial planning business through internal referrals and actively developing and following up on outside referral sources
  • Make prospect visits, develop knowledge of prospect financial situations, propose solutions and close sales
  • Provide information to answer questions involving estate, tax and retirement planning based on extensive personal knowledge of financial advisory, portfolio management, retirement plan, tax and other areas
  • Maintain network of inside and outside referral sources for new business. Ensure work is in compliance with applicable laws, regulations and guidelines, as detailed in policies located on Company intranet; policies include, but are not limited; to Fair Lending, Know Your Customer, Bank Secrecy Act and other applicable anti-money-laundering policies

Supervisory Responsibilities

This job has no supervisory responsibilities.

Qualifications To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education and/or Experience

Bachelor's degree (B. A.) from four-year college or university; or one to two years related experience and/or training; or equivalent combination of education and experience. The successful candidate will have five to seven years of financial sales experience, and command a thorough knowledge of financial management, investments, and retirement plans required for retirement plan group. This position also requires outstanding sales skills, together with a proven history of profitably attracting new clients; excellent written and verbal communication skills including top-notch public speaking expertise. Strong computer skills are essential.

Language Skills

Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public.

Certificates, Licenses, Registrations

NASD Series 7 and 63 licenses are required, along with a State of New Hampshire Life and Health license.

Physical Demands The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is frequently required to sit and talk or hear. The employee must occasionally lift and/or move up to 25 pounds.

Work Environment The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

The noise level in the work environment is usually moderate.

The statements contained herein reflect general details as necessary to describe the principle functions for this job, the level of knowledge and skill typically required, and the scope of responsibility, but should not be considered an all-inclusive listing of work requirements. Individuals may perform other duties as assigned, including work in other functional areas to cover absences or to equalize peak work periods to balance workloads

We encourage candidates to consult with their Talent Partner throughout the recruiting process to better understand how their experience aligns with the role, as well as details on compensation and our total rewards offerings. The prospective range of pay we will offer to a successful applicant to this position is $59,400.00-$88,350.00, which represents a good faith estimate of what we expect to offer at the time of posting based on the role's responsibilities, level and location. Actual starting salary will be determined by the Bank in the Bank's discretion, and shall depend on the applicant's experience, skills, education, certifications, as well as other relevant business conditions. Final offers will reflect these considerations and may vary accordingly.________________________________________________________Our comprehensive total rewards package offers something for everyone!
  • Robust medical, dental, and vision insurance packages
  • Generous time off, including paid federal holidays and paid day off for your birthday
  • 401(k) retirement savings plan
  • Tuition reimbursement, professional development, and career growth opportunities
  • Employee assistance program
  • Comprehensive wellness program

Pursue a career at Camden National Bank and apply today. We can't wait to hear from you!

_____________________________________________________________________

We are guided and inspired by our Core Values:
  • Honesty and Integrity above all else
  • Trust built on fairness
  • Service that creates remarkable experiences
  • Responsibility to use our resources for the greater good
  • Excellence through hard work and lifelong learning
  • Diversity realized through inclusion and respect

Equal Opportunity Employer

Employment with Camden National is on an at-will basis, meaning employment is not guaranteed for any specific period of time, and any employment relationship established may be terminated by either party at any time, for any reason, with or without notice. Completion of an employment application is not a contract, express or implied, guaranteeing employment. Camden National Bank is an Equal Opportunity Employer and does not discriminate on the grounds of race, color, religion, sex, sexual orientation, including gender identity and gender expression, national origin, citizenship status, age, disability, genetic information or veteran status.


Learn more about why employees love working at Camden National Bank!