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Financial Services Consultant information

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$22K

$62.5K

$121K

How much do financial services consultant jobs pay per year?

As of Aug 7, 2026, the average yearly pay for financial services consultant in the United States is $62,502.00, according to ZipRecruiter salary data. Most workers in this role earn between $40,000.00 and $87,000.00 per year, depending on experience, location, and employer.

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

AspectFinancial Services ConsultantFinancial Advisor
CredentialsCertifications like CFP, CFA, or Series 7 often preferredCFP, Series 7, or similar certifications common
Work EnvironmentTypically works for consulting firms, banks, or financial institutionsWorks independently or for financial planning firms
Employer & Industry UsageUsed across banking, investment firms, and consulting companiesPrimarily in wealth management and personal financial planning
Search & Comparison IntentOften compared for client advisory roles and consulting servicesCompared for personal financial planning and investment advice

The main difference is that a Financial Services Consultant provides broader consulting services to organizations or clients, often focusing on strategic financial solutions, while a Financial Advisor primarily offers personalized investment and financial planning advice to individual clients. Both roles require similar certifications and work in related environments, but their client focus and scope differ.

What are the key skills and qualifications needed to thrive as a financial services consultant, and why are they important?

To thrive as a Financial Services Consultant, you need a strong background in finance, analytical skills, and a relevant degree—often in finance, economics, or business. Familiarity with financial analysis tools, CRM systems, and industry certifications like CFP or FINRA licenses is typically required. Exceptional communication, relationship-building abilities, and ethical judgment set top consultants apart. These skills are crucial for building client trust, delivering tailored financial solutions, and ensuring regulatory compliance in a competitive industry.

What is a financial services consultant?

Financial Services Consultants are professionals who provide advice and guidance to clients on a range of financial products and services, such as investments, insurance, retirement planning, and wealth management. They assess clients' financial needs, help develop strategies to meet their goals, and recommend suitable financial products. These consultants often work for banks, investment firms, or as independent advisors, ensuring clients make informed decisions to secure their financial future.

How does a financial services consultant typically collaborate with other departments within a financial institution?

Financial Services Consultants often work closely with departments such as compliance, risk management, and product development to provide comprehensive solutions to clients. Collaboration may involve coordinating with loan officers to structure financing packages, or working with investment teams to tailor portfolios. Strong communication skills are essential, as consultants must relay client needs and feedback to internal teams, ensuring that services and products align with both regulatory standards and client objectives. This cross-functional teamwork not only enhances client satisfaction but also supports the consultant's professional growth by expanding their knowledge across various financial disciplines.
More about Financial Services Consultant jobs
What cities are hiring for Financial Services Consultant jobs? Cities with the most Financial Services Consultant job openings:
Who are the top companies hiring for Financial Services Consultant jobs? The top employers for Financial Services Consultant jobs are:
What states have the most Financial Services Consultant jobs? States with the most job openings for Financial Services Consultant jobs include:
What are popular job titles related to Financial Services Consultant jobs? For Financial Services Consultant jobs, the most frequently searched job titles are:
Financial Services Consultant jobs near you
Infographic showing various Financial Services Consultant job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 77% Full Time, 17% Part Time, 1% Temporary, and 4% Contract. Highlights an 94% Physical, 2% Hybrid, and 4% Remote job distribution, with an average salary of $62,502 per year, or $30 per hour.

Financial Services Consultant

The Fortitude Team

Temecula, CA • On-site

Full-time, Part-time

Posted 8 days ago

Job description

Description
The Fortitude Team is seeking motivated, people-focused professionals to join our growing team as a Remote Financial Services Consultant.
In this role, you'll work directly with individuals and families to understand their financial goals, educate them on sound financial principles, and develop personalized strategies to help them protect, grow, and preserve their wealth.
Whether you're beginning a new career or looking for a profession with greater purpose and flexibility, we provide comprehensive training, one-on-one mentorship, and a proven development program to help you succeed.
No prior financial services experience is required. We value integrity, coachability, and a genuine desire to help others.
This is a remote opportunity with flexible full-time and part-time career paths.
Responsibilities
• Connect with prospective and existing clients to understand their financial goals and help them create a plan for the future.
• Present financial strategies and solutions that align with each client's unique needs and objectives.
• Guide clients through the financial planning process with clear communication and personalized recommendations.
• Develop and maintain strong client relationships by providing responsive, high-quality service.
• Monitor client progress and recommend adjustments as financial goals and life circumstances evolve.
• Build new business through referrals, networking, educational events, and community involvement.
• Collaborate with team members and mentors to continuously improve client outcomes and professional skills.
Qualifications
• Passion for helping others achieve their financial goals
• Excellent communication and relationship-building skills
• Self-motivated with a strong work ethic
• Coachable and eager to learn
• Comfortable working independently in a remote environment
• Strong organizational and time management skills
• Customer service, banking, education, healthcare, or sales experience is a plus
• High school diploma or equivalent
• Must be eligible to obtain the required state insurance and financial services licenses

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