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Financial Consulting Jobs in Texas (NOW HIRING)

Nusenda Credit Union

Financial Consultant

El Paso, TX · On-site

As a Financial Consultant, you will be a trusted financial resource to existing and potential members by utilizing a consultative approach to evaluate, educate and fulfill members' financial needs.

New

Fisher Investments

Financial Consultant

Dallas, TX · Hybrid

... 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 ...

Fisher Investments

Financial Consultant

Garland, TX · Hybrid

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 ...

UnitedHealth Group

Financial Consultant

Dallas, TX · Remote

$72K - $130K/yr

OptumRx is looking for a Financial Consultant to join our Optum Specialty & Home Delivery Finance Team. This individual will support and manage pricing and financial impacts of current and future ...

Fisher Investments

Financial Consultant

Plano, TX · On-site

... 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 ...

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Showing results 21-40

All JobsFinancial Consulting JobsFinancial Consulting Jobs in Texas

Financial Consulting information

See Texas salary details

$29.3K

$66.7K

$107.1K

How much do financial consulting jobs pay per year?

As of Aug 22, 2026, the average yearly pay for financial consulting in Texas is $66,731.00, according to ZipRecruiter salary data. Most workers in this role earn between $41,500.00 and $85,700.00 per year, depending on experience, location, and employer.

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.

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.

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 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.

Are financial consultants in demand?

Financial consulting is a growing field driven by increasing demand for financial planning, investment advice, and risk management services. The profession typically requires strong analytical skills, industry certifications such as the CFA or CFP, and the ability to adapt to changing market conditions, making it a stable career choice with steady demand.

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 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 most commonly searched types of Financial Consulting jobs in Texas?

The most popular types of Financial Consulting jobs in Texas are:

What cities in Texas are hiring for Financial Consulting jobs?

Cities in Texas with the most Financial Consulting job openings:

Financial Consulting jobs near you
Infographic showing various Financial Consulting job openings in Texas as of August 2026, with employment types broken down into 1% As Needed, 85% Full Time, 12% Part Time, and 2% Contract. Highlights an 88% Physical, 4% Hybrid, and 8% Remote job distribution, with an average salary of $66,731 per year, or $32.1 per hour.

Financial Analyst

L. K. Jordan & Associates

Houston, TX • On-site

Full-time

Re-posted 16 days ago

Job description

Company Description
Full-service personnel agency providing recruiting and staffing services for light industrial, administrative, clerical, finance and accounting, oil & gas, professional and technical personnel.
Job Description
This role will be a key asset in the future growth of the company. This individual will be an integral part of preparing the Company's financial monthly forecast, operating plan variance analysis, annual budget and special projects. S/he will provide financial consulting and strategic support to senior management including preparing board presentations, financial presentations, and other projects requested by senior management.
  • Defines financial situation by completing quantitative analyses
  • Prepares financial reports by collecting, formatting, analyzing, and explaining information.
  • Analyze current and past trends in key performance indicators including all areas of revenue, cost of sales, expenses and capital expenditures
  • Monitor performance indicators, highlighting trends and analyzing causes of unexpected variance
  • Oversee and manage the continued development of Budgeting, Financial Forecasting, Operating Plan and Modeling tools
  • Prepares and reports on quarterly and monthly financial reports
  • Improve performance by evaluating processes to drive efficiencies and understand ROI in marketing programs, product pricing, new product rollouts as well as new projects
  • Develop financial models and analyses to support strategic initiatives
  • Analyze complex financial information and reports to provide accurate and timely financial recommendations to management for decision making purposes
  • Supporting Senior Management Team and Departments heads with in-depth analysis
  • Prepare presentations to Board of Directors and Senior Management Team
  • Ad-Hoc Reporting and Analysis
  • Protects operations by keeping financial information confidential

Qualifications
  • To perform this job successfully, an individual must be able to perform each essential function satisfactorily. The requirements listed below are representative of the knowledge, skills, and/or abilities required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential function.
  • Advanced Microsoft Excel and PowerPoint skills. Microsoft Access and Visual ERP skills desirable
  • Highest standards of accuracy and precision; highly organized
  • Articulate with excellent verbal and written communication skills
  • Ability to think creatively, highly-driven and self-motivated
  • Demonstrated ability to roll-up sleeves and work with team members in a hands-on management capacity.

Education
  • Bachelor's Degree in Accounting or Finance; MBA a plus
  • 2+ years' experience in FP&A role or similar experience
  • Experience in manufacturing industry in a Standard Costing environment preferred

Additional Information
All your information will be kept confidential according to EEO guidelines.
L.K. Jordan & Associates logo

About L.K. Jordan & Associates

Sourced by ZipRecruiter

Founded in 1990, L.K. Jordan & Associates has always focused on delivering extraordinary results to both employers and candidates. With over 30+ years of service, we pride ourselves on being leaders in our industry, focusing on service delivery, reliability and individualized solutions. We have come a long way from our beginnings in Corpus Christi, TX. With a passion for helping people find success, Linda K. Jordan, our founder and CEO, struck out on her own to start the company after more than 10 years in the recruiting field. Other branches in Austin, Houston, and San Antonio followed, making L.K. Jordan & Associates one of the most respected women- and family-owned staffing and recruiting firms in Texas. Our unique full-service approach to customer service offers options to any employer, large or small. We look forward to meeting with you to discuss how L.K. Jordan & Associates can help you to reach your goals.

Industry

Recruiting and staffing services

Company size

11 - 50 Employees

Headquarters location

Corpus Christi, TX, US

Year founded

1990

Social media

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