ZipRecruiter

Log In

1

Financial Services Consultant Jobs (NOW HIRING)

next page

Showing results 1-20

All JobsFinancial Services Consultant Jobs

Financial Services Consultant information

See salary details

$22K

$62.5K

$121K

How much do financial services consultant jobs pay per year?

As of Jul 29, 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 are Financial Services Consultants?

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 July 2026, with employment types broken down into 1% Locum Tenens, 88% Full Time, 7% Part Time, and 4% Contract. Highlights an 87% Physical, 5% Hybrid, and 8% Remote job distribution, with an average salary of $62,502 per year, or $30 per hour.
Financial Services Consultant

Financial Services Consultant

Baystate Financial

West Hartford, CT • On-site

$80K - $100K/yr

Full-time

Medical, Dental, Vision, Life, Retirement

Posted 8 days ago

Job description

Are you ready to achieve financial freedom?


Ready to take control of your future by putting in the hard work that leads to success? This path isn’t for everyone, but for the driven individual who is willing to get after every day- freedom is the result with uncapped earnings.

We’re looking for ambitious, competitive individuals who want freedom, control, and uncapped earnings at a plan comission.


At Baystate Financial, we don’t just hire employees- we partner with entrepreneurs. Since 1901, we’ve built one of New England’s strongest financial firms by attracting people who are driven to win and hungry to succeed.


If you’re a self-starter who thrives on challenges and wants to be in charge of your future, this is your path.


Why Baystate

  • You run your practice – we provide the training, systems, and support
  • Uncapped earnings – your results dictate your rewards (commissions + incentives)
  • Mentorship from top producers – learn directly from proven leaders
  • Marketing + technology power – so you stay focused on growth, not admin
  • Top Producer recognition & incentives – compete, win, and get rewarded


What We Offer

  • Medical, Dental & Vision
  • 401(k) + retirement savings programs
  • Life & Disability coverage
  • Competitive incentives, trips, and recognition


What You’ll Do

  • Build your own book of business helping clients achieve their financial goals
  • Take ownership of your growth with the backing of a 600+ professional firm
  • Push yourself daily to maximize results, freedom, and income


What It Takes

  • High drive, self-motivation, and competitive spirit
  • U.S. Citizen or Permanent Resident (licenses/registrations required)
  • 2 years of professional experience in a similar or related field required


Compensation

$80,000 - $100,000+ at plan commission with the resources, training, licensing, and roadmap to become successful.


About Baystate Financial-


We are Baystate Financial, and we are in the business of helping people achieve their financial dreams. We accomplish this by understanding our clients, their needs, and then helping them build a financial bridge to their success. Our value proposition is simple: Guidance, Insight, Results 

We are based in Boston, Massachusetts, and have been in business since 1901, making us one of the oldest and largest wealth management and financial planning services firms in New England. Baystate Financial is comprised of a team of over 300 professionals and 200 support staff, many of whom contribute to building financial plans for a wide variety of individuals and businesses throughout the country.