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Financial Consulting Jobs in Florida (NOW HIRING)

This role blends technical accounting expertise with financial analysis and decision support, making it ideal for consultants who enjoy both tactical execution and strategic influence. As a Senior ...

Experience in FP&A, financial consulting, or strategic planning * Deep understanding of IBP processes, financial modeling, and scenario planning * Proficiency in Anaplan, Blue Yonder, Power BI, and ...

Experience in FP&A, financial consulting, or strategic planning * Deep understanding of IBP processes, financial modeling, and scenario planning * Proficiency in Anaplan, Blue Yonder, Power BI, and ...

Position Title Financial Consultant Location Naples, FL 34109-2772 Job Summary The Financial Consultant has the primary responsibility of retaining and expanding company relationships and soliciting ...

Overview The Financial Consultant in Ocean Financial Services is responsible for building and maintaining long-term relationships with clients, understanding their financial goals, and delivering ...

The Financial Consultant in Ocean Financial Services is responsible for building and maintaining long-term relationships with clients, understanding their financial goals, and delivering personalized ...

... the finance industry * Series 65 (we will help you obtain upon starting) * Bachelor's degree or equivalent work experience * A thoughtful consultative approach with an emphasis on client focus Why ...

... the finance industry * Series 65 (we will help you obtain upon starting) * Bachelor's degree or equivalent work experience * A thoughtful consultative approach with an emphasis on client focus Why ...

Wells Fargo is seeking a Financial Consultant in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the career areas and business divisionsat wellsfargojobs.com. In ...

Are you interested in developing a career assisting clients reach their long-term financial goals ... A thoughtful consultative approach with an emphasis on client focus Why Fisher Investments: We work ...

... financial and client services * Required to pass the Series 65 exam or equivalent * Achieve results and provide unparalleled service * A thoughtful consultative approach with an emphasis on client ...

Are you interested in developing a career assisting clients reach their long-term financial goals ... A thoughtful consultative approach with an emphasis on client focus Why Fisher Investments: We work ...

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Financial Consulting information

See Florida salary details

$23.5K

$53.5K

$85.9K

How much do financial consulting jobs pay per year?

As of Aug 4, 2026, the average yearly pay for financial consulting in Florida is $53,526.00, according to ZipRecruiter salary data. Most workers in this role earn between $33,300.00 and $68,800.00 per year, depending on experience, location, and employer.

What does a financial consulting do?

A financial consultant provides advice to individuals or organizations on managing finances, investments, and financial planning. They analyze financial data, develop strategies to improve financial health, and often use tools like financial models and software. Certification such as CFP or CFA can enhance credibility in this role.

What are the key skills and qualifications needed to thrive as a financial consultant?

To thrive as a Financial Consultant, you need strong analytical skills, a solid understanding of financial markets and products, and typically a degree in finance, economics, or a related field. Familiarity with financial modeling tools, CRM software, and certifications such as CFP or CFA are highly valuable. Exceptional interpersonal skills, problem-solving ability, and trustworthiness distinguish top performers in this role. These competencies enable consultants to provide sound financial advice, build client trust, and deliver tailored solutions that drive positive financial outcomes.

How do I become a financial consultant?

To become a financial consultant, you typically need a bachelor's degree in finance, accounting, or a related field. Gaining relevant experience through internships or entry-level positions, developing strong analytical and communication skills, and obtaining certifications such as the Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) can enhance your qualifications and credibility in the field.

What is financial consulting?

Financial consulting involves providing expert advice to individuals, businesses, or organizations on managing their finances, investments, and long-term financial planning. Financial consultants analyze clients’ financial situations, develop strategies to meet their goals, and offer recommendations on topics such as budgeting, investments, tax planning, and risk management. Their objective is to help clients improve their financial health and achieve both short-term and long-term objectives.

How do you become a financial consultant?

To become a financial consultant, individuals typically need a bachelor's degree in finance, accounting, or a related field, along with strong analytical and communication skills. Many pursue certifications such as the Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) to enhance credibility and job prospects. Gaining experience through internships or entry-level roles is also common before advancing in the field.

What is the difference between Financial Consulting vs Financial Analyst?

AspectFinancial ConsultingFinancial Analyst
Required CredentialsTypically requires a bachelor's degree in finance, accounting, or related field; certifications like CFA or CPA are commonUsually requires a bachelor's degree in finance, economics, or related field; CFA certification is advantageous
Work EnvironmentConsulting firms, client offices, or remote; project-based work with diverse clientsCorporate offices, financial institutions, or investment firms; focused on internal analysis
Employer & Industry UsageConsulting firms, financial advisory companies, or independent consultantsCorporations, banks, investment firms, or government agencies

Financial Consulting involves advising clients on financial strategies, planning, and problem-solving, often across multiple industries. Financial Analysts focus on analyzing financial data, preparing reports, and supporting investment decisions within organizations. While both roles require strong financial knowledge and certifications like CFA, their work environments and client interactions differ significantly.

What are the typical challenges faced by financial consultants when working with diverse clients?

Financial consultants often work with clients from various industries and backgrounds, each with unique financial goals and risk tolerances. One common challenge is tailoring recommendations to fit each client's specific needs while staying compliant with industry regulations. Additionally, consultants must effectively communicate complex financial concepts in a way that clients can easily understand. Building trust and managing client expectations, especially during volatile market conditions, also requires strong interpersonal and analytical skills.
What are the most commonly searched types of Financial Consulting jobs in Florida? The most popular types of Financial Consulting jobs in Florida are:
What cities in Florida are hiring for Financial Consulting jobs? Cities in Florida with the most Financial Consulting job openings:
Infographic showing various Financial Consulting job openings in Florida as of July 2026, with employment types broken down into 89% Full Time, 7% Part Time, and 4% Contract. Highlights an 88% Physical, 3% Hybrid, and 9% Remote job distribution, with an average salary of $53,526 per year, or $25.7 per hour.

Financial Consulting Manager - Accounting Advisory

RSM

Tampa, FL

Full-time

Posted 20 days ago


Job description

We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You'll find an environment that inspires and empowers you to thrive both personally and professionally. There's no one like you and that's why there's nowhere like RSM.

Do you have a passion and a curiosity for understanding and researching complex accounting issues?

Are you looking for a more flexible and balanced career?

Do you enjoy serving and working collaboratively with your clients to help resolve complex accounting issues?

Are you interested in joining an in-demand rapidly growing practice with experienced professionals of diverse backgrounds?

Are you looking for a career that will provide you with interesting and varied professional growth opportunities?

If so, RSM's Accounting and Finance Consulting (AFC) practice is the right fit for you!

RSM is looking for a Manager to join our Accounting and Finance Consulting (AFC) practice with a focus in Financial Advisory. Changing economies, new accounting policies and evolving tax regulations mean that business and professional services firms face an ever-changing business landscape. With more than 80 years of industry expertise, RSM has helped thousands of firms to achieve their business objectives. Our clients include firms in a variety of industries, including financial services, technology, life sciences, and manufacturing to name just a few. Experienced in serving clients with a local, national or international presence, and a number of diverse organizational structures, our professionals can help develop meaningful solutions for your business.

Responsibilities:

  • Manage multiple concurrent engagements within the Accounting and Finance Consulting (AFC) practice to provide technical accounting and financial or business advisory guidance to clients
  • Demonstrate intermediate to advanced knowledge of complex accounting concepts
  • Provide timely, high quality client service that meets or exceeds client expectations including coordinating the development and execution of the consulting work plan and client deliverables
  • Collaborate directly with firm specialists/subject matter experts on complex accounting matters
  • Assist in the preparation of technical memos and other client deliverables
  • Supervise Audit Seniors and Supervisors on engagement teams
  • Oversee engagement economics and manage appropriate resources for efficient engagement models
  • Anticipate and address client concerns and escalate issues as they arise; identify performance improvement opportunities
  • Understand RSM's service lines and work as a team in providing an integrated service delivery
  • Develop others within the TAC practice through mentoring, training and advising on career development or participating in other Firm initiatives
  • Understand RSM's lines of businesses, availability of services and where applicable, discuss with client management of opportunities to make valuable introductions to others in the firm
  • Develop a strategy to utilize relationships external to the firm with different types of Centers of Influence to effectuate business growth
  • Subscribe to and actively read industry publications and share relevant information with clients as considered applicable
  • Ensure professional development through ongoing education
  • Willingness to travel 25% or less of the year, depending on your clients


Required Qualifications:

  • BS/BA Degree in Accounting or equivalent degree
  • 4+ years of current or recent experience in a public accounting, financial reporting or technical accounting capacity
  • Excellent team and project management skills
  • Advanced written and verbal communication skills
  • Understanding of audit services with knowledge of US GAAP, IFRS, and FASB regulations
  • A proven record of building profitable, sustainable client relationships


Preferred Qualifications:

  • Experience in managing project teams related to one or more of the following areas: accounting and finance optimization, audit readiness, complex accounting analysis and consultation, new accounting standard implementation
  • A successful record of directing and deploying staff and senior associates on multiple, simultaneous engagements
  • CPA or equivalent certification
  • Minimum of 4 years of team lead or in-charge experience overseeing staff on multiple engagements

At RSM, we offer a competitive benefits and compensation package for all our people.We offer flexibility in your schedule, empowering you to balance life's demands, while also maintaining your ability to serve clients.Learn more about our total rewards at https://rsmus.com/careers/working-at-rsm/benefits.

All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law.

Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership.RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at 800-274-3978 or send us an email at careers@rsmus.com.

RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate.

RSM will consider for employment qualified applicants with arrest or conviction records. For those living in California or applying to a position in California, please click here for additional information.

At RSM, an employee's pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range.

Compensation Range: $88,900 - $168,300

Individualsselected for this role will be eligible for a discretionary bonus based on firm and individual performance.