ZipRecruiter

Log In

1

Financial Education Consultant Jobs (NOW HIRING)

HUB

Education Consultant and Wealth Advisor

Omaha, NE · On-site

As an Education Consultant and Wealth Advisor , you will engage retirement plan participants and ... Provide financial education and advice to help employees make informed decisions about retirement ...

Aon

Financial Education Coordinator (Remote)

Manhattan, NY · On-site

$59K - $65K/yr

... consulting, business management, family office, and retirement plan advisory services-empowering ... Summary: The Financial Education Coordinator plays a key role in supporting the development and ...

NFP Corp

Financial Education Coordinator (Remote)

NY · Remote

$59K - $65K/yr

... consulting, business management, family office, and retirement plan advisory services--empowering ... Summary: The Financial Education Coordinator plays a key role in supporting the development and ...

Tactile Medical

Patient Education Consultant

Houston, TX · On-site

$23.89 - $31.35/hr

The Patient Education Consultant is responsible for conducting demonstrations and trainings with ... financial options and closing the sale to delivering the patient's training and ensuring the ...

next page

Showing results 1-20

All JobsEducation JobsAdult Education JobsFinancial Coach JobsFinancial Education Consultant Jobs

Financial Education Consultant information

See salary details

$45.5K

$103.9K

$174K

How much do financial education consultant jobs pay per year?

As of Aug 29, 2026, the average yearly pay for financial education 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 education consultant?

Financial Education Consultants are professionals who help individuals, organizations, or communities improve their understanding of financial concepts and make informed decisions about money management. They may provide workshops, develop educational materials, or offer one-on-one guidance on topics like budgeting, saving, investing, and debt management. Their goal is to empower clients with the knowledge and skills needed to achieve financial well-being and security.

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

To thrive as a Financial Education Consultant, you need strong knowledge of personal finance concepts, financial planning, and adult education, often supported by a degree in finance, education, or a related field. Familiarity with financial literacy tools, learning management systems, and certifications like CFP or AFC can be highly valuable. Excellent communication, presentation, and interpersonal skills help you connect with diverse audiences and effectively convey complex information. These skills ensure consultants can empower clients to make informed financial decisions and foster long-term financial well-being.

What are some common challenges financial education consultants face when working with diverse client groups?

Financial Education Consultants often encounter the challenge of tailoring complex financial concepts to suit clients with varying levels of financial literacy. It's important to adapt teaching methods and materials to ensure content is accessible and engaging for all participants, whether they are individuals, families, or organizations. Additionally, consultants may need to address skepticism or mistrust, particularly when working with communities that have historically lacked access to financial resources. Building rapport, demonstrating cultural sensitivity, and using real-world examples are key to overcoming these challenges and creating a positive learning environment.

What is the difference between Financial Education Consultant vs Financial Advisor?

AspectFinancial Education ConsultantFinancial Advisor
CredentialsCertifications like CFP, ChFC, or similarCFP, CFA, or similar certifications often required
Work EnvironmentEducational settings, workshops, corporate trainingClient-facing, one-on-one financial planning
Employer & IndustryFinancial education firms, corporations, non-profitsBanks, advisory firms, independent practices

Financial Education Consultants focus on teaching financial literacy and skills through workshops and training, often working with organizations or communities. Financial Advisors primarily provide personalized financial planning and investment advice to individual clients. While both roles require financial certifications, their work environments and client interactions differ significantly.

What does a financial education consultant actually do?

A financial education consultant develops and delivers educational programs to improve financial literacy for individuals or organizations. They assess clients' financial knowledge, create tailored curricula, and may use tools like workshops, seminars, or online resources to promote better money management skills.

What education do you need to be a financial education consultant?

A financial education consultant typically needs at least a bachelor's degree in finance, economics, education, or a related field. Relevant skills include strong communication, financial knowledge, and sometimes certifications like CFP or CFA, depending on the specific role and employer requirements.
More about Financial Education Consultant jobs

What cities are hiring for Financial Education Consultant jobs?

Cities with the most Financial Education Consultant job openings:

What states have the most Financial Education Consultant jobs?

States with the most job openings for Financial Education Consultant jobs include:

What job categories do people searching Financial Education Consultant jobs look for?

The top searched job categories for Financial Education Consultant jobs are:

Financial Education Consultant jobs near you
Infographic showing various Financial Education Consultant job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 14% Part Time, and 3% Contract. Highlights an 93% Physical, 1% Hybrid, and 6% Remote job distribution, with an average salary of $103,877 per year, or $49.9 per hour.

Entry-Level Financial Education Consultant (Remote)

Traction Forge Financial

Denver, CO • On-site, Remote

Part-time

Re-posted 14 days ago

Job description

Traction Forge Financial, powered by the strength of Global Financial Impact (GFI), is seeking motivated and growth-minded individuals interested in building a career in financial services while helping families work toward stronger financial futures.
No prior industry experience is required. We provide training, mentorship, and licensing support for qualified candidates.
Responsibilities
  • Educate clients on retirement and wealth protection strategies
  • Conduct financial needs analyses
  • Develop personalized financial game plans
  • Build and maintain client relationships
  • Utilize digital platforms to support clients
  • Continue ongoing professional development
Ideal Candidates
  • Motivated and self-driven
  • Strong communicators who enjoy helping people
  • Coachable and growth-oriented
  • Entrepreneurial in mindset
  • Willing to obtain financial licensing

Previous experience in customer service, hospitality, business, leadership, sales, or finance is a plus, but not required.
What We Offer
  • Flexible remote schedule
  • Comprehensive training and mentorship
  • Leadership and advancement opportunities
  • A supportive team environment
  • Purpose-driven work helping families plan for the future
Qualifications
  • Legal U.S. Resident, Citizen, or valid Work Permit with SSN
  • Life Insurance License preferred
    • Willingness to obtain licensing within 14 days if not currently licensed
  • Soft background check required

Apply