1

Financial Solution Consultant Jobs (NOW HIRING)

As always with this client the Candidates will need to have a background in finance. Also critical ... Solution Consulting, Pre-Sales, or Business Analyst role within the digital banking or fintech ...

OR ยท On-site

... the financial and operational impact of the TraceLink suite. * Lead Consultative Sales Cycles ... Execute Solution Workshops: Prepare materials for and lead interactive solutioning workshops to ...

Solution consultant

New York, NY ยท On-site

$140K - $160K/yr

About us Sokin is a next-generation B2B financial services provider, enabling businesses to make ... Serve as the primary solution and technical consultant for prospective customers, guiding security ...

SOLUTION CONSULTANT

Carmel, IN ยท On-site

$120K - $150K/yr

SOLUTION CONSULTANT Apply now Date: Jun 18, 2026 Location: US Company: Belden Inc Innovation Starts ... Develop and co-create proof-of-concepts delivering significant operational and / or financial ...

Senior Solution Consultant

Schenectady, NY ยท Remote

$115K - $135K/yr

Background in Finance/Accounting desirable. Preferred Education & Experience * Previous experience as an EPM Services Consultant, or Technical Pre-Sales / Solution Engineer is preferred. * Ability to ...

As a Solution Consultant, you will act as a trusted advisor-understanding client business needs ... Experience in financial services or the investment industry. * Proven experience in a client-facing ...

The Solution Consultant provides pre-sales support in the development and presentation of our ... Experience with ERP, GRC, GL, FP&A, or Analytics & Reporting solutions * Ability to present a value ...

Sr Solution Consultant

Schenectady, NY ยท Remote

$125K - $135K/yr

Senior Solution Consultant, Spain Location: Remote, Spain (Based in Madrid, ideally) Employment ... Background in Finance/Accounting and familiarity with business analysis and financial modelling.

The Solution Consultant provides pre-sales support in the development and presentation of our ... Experience with ERP, GRC, GL, FP&A, or Analytics & Reporting solutions * Ability to present a value ...

Solution Consultant II

Richardson, TX ยท Remote

$85K - $145K/yr

... Finance. This role focuses on guiding customers through successful implementation and adoption of ... The Solution Consultant serves as a trusted advisor throughout the full deployment lifecycle ...

Solution Consultant II

Richardson, TX ยท On-site

$85K - $145K/yr

... Finance. This role focuses on guiding customers through successful implementation and adoption of ... The Solution Consultant serves as a trusted advisor throughout the full deployment lifecycle ...

next page

Showing results 1-20

Financial Solution Consultant information

See salary details

$45.5K

$103.9K

$174K

How much do financial solution consultant jobs pay per year?

As of Jul 13, 2026, the average yearly pay for financial solution 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 are Financial Solution Consultants?

Financial Solution Consultants are professionals who help businesses and individuals identify, implement, and optimize financial products or services tailored to their needs. They analyze clients' financial situations, recommend suitable solutions such as software, investment strategies, or process improvements, and provide ongoing support to ensure successful adoption. These consultants often work with financial institutions, technology providers, or consulting firms to bridge the gap between financial needs and available solutions.

How does a Financial Solution Consultant typically collaborate with sales and technical teams during client engagements?

Financial Solution Consultants play a crucial role as the bridge between sales, technical teams, and clients. During client engagements, they work closely with sales to understand client needs and tailor presentations or demonstrations of financial products. They also collaborate with technical teams to ensure proposed solutions are feasible and align with both client requirements and system capabilities. This cross-functional teamwork is essential for delivering customized, effective financial solutions and maintaining strong client relationships.

What are the key skills and qualifications needed to thrive as a Financial Solution Consultant, and why are they important?

To thrive as a Financial Solution Consultant, you need a solid background in finance, business analysis, and solution design, often supported by a relevant degree and experience in financial services. Familiarity with financial software platforms (such as SAP, Oracle, or Salesforce), data analytics tools, and certifications like CFA or CFP are commonly required. Strong interpersonal communication, problem-solving abilities, and customer-centric mindset set top performers apart in this role. These skills are essential for understanding client needs, delivering tailored solutions, and building lasting relationships in a competitive financial environment.

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

AspectFinancial Solution ConsultantFinancial Advisor
CredentialsCertifications like CFP, CFA often preferredCFP, CFA, or similar certifications common
Work EnvironmentCorporate or financial services firms, focusing on solutionsIndividual clients, wealth management firms
Employer & IndustryFinancial services, consulting firms, banksFinancial planning firms, banks, independent practice

Both roles require financial certifications and involve client interaction, but Financial Solution Consultants focus on providing tailored financial products and solutions within organizations, while Financial Advisors primarily offer personalized financial planning and investment advice to individual clients.

More about Financial Solution Consultant jobs
What cities are hiring for Financial Solution Consultant jobs? Cities with the most Financial Solution Consultant job openings:
What states have the most Financial Solution Consultant jobs? States with the most job openings for Financial Solution Consultant jobs include:
Solution Consultant

Solution Consultant

JS Consulting

Atlanta, GA โ€ข On-site

Full-time

Re-posted 12 days ago


Job description

Job Title- Solution Consultant

Project Location โ€“ ATLANTA, GA 5 DAYS ONSITE IN A WEEK

Duration- Fulltime

Visa- USC/ GC

Job Description-: As always with this client the Candidates will need to have a background in finance.ย  Also critical they have excellent English speaking skills, their clients are bankers.ย  Also โ€œpedigreeโ€ is critical.ย  This translates to no โ€œjob hoppersโ€.ย  This is a client facing โ€œconsultantโ€ role so polish and communication is critical.
Our client is a powerhouse quietly transforming how banks and credit unions connect with their customers across mobile, in branch, and online, regardless of their core system. With a client list that includes the top three mobile banking apps in theย U.S., this innovator is shaping the future of digital finance.ย 
Their platform? An expansive ecosystem of ready-to-deploy tools and plug-and-play integrations. Their secret sauce? An APIfirst architecture and robust developer toolkit that lets financial institutions build smarter, move faster, and serve customersย better wherever they are.

What you will be doing: You will serve as a key technical advisor and product expert, working closely with sales, product, and implementation teams toย provide tailored solutions for our digital banking clients. You will engage with financial institutions to understand their business needs, demonstrate product capabilities, and guide them through the solution adoption process.
ย 

Key Responsibilities:
โ€ข Serve as a trusted advisor to prospective and existing clients, understanding their digital banking needs andย challenges.
โ€ข Represent our Digital Banking Platform throughout the sales process by preparing and delivering practical demonstrations, presentations, and technical workshops reflective of client and prospect strategic goals and keyย business drivers for Digital Banking as it relates to the retail and business experience.
โ€ข Understand our Digital Banking Platform strategic direction and roadmap; present current and future functionality tiedย to business value; and communicate updates to the Sales and Digital Strategy Management teams.
โ€ข Work closely with the sales team to provide pre-sales technical expertise, including responding to RFPs/RFIs andย conducting solution assessments.
โ€ข Collaborate with product management and development teams to relay customer feedback and influence futureย product enhancements.
โ€ข Assist in the implementation process by ensuring the proposed solutions align with client expectations and technicalย requirements.
โ€ข Develop and maintain strong relationships with key stakeholders at financial institutions.
โ€ข Stay up to date on digital banking trends, regulatory requirements, and emerging technologies to provide thoughtย leadership.
โ€ข Maintain Subject Matter Expertise (SME) specific to Business Banking, Payments, and back-office processes.
โ€ข Provide answers to questions about our Digital Banking Platform and strategy as they are presented by prospects,ย clients, and internal team members via a portal.
โ€ข Create and maintain up-to-date resources for others within the organization, including but not limited to PowerPointย 
presentations, recorded sales demonstrations, industry articles, and the interactive sales demo.
โ€ข Convey customer and prospect feedback specific to the Business Banking and Payments solutions, amongst otherย solutions, to the broader team through proactive and ongoing communication. In addition, be an advocate within theย field to articulate the Platformโ€™s strategic direction and priorities to deliver an outstanding financial institution and endย user experience.

ย Qualifications & Experience:
โ€ข Bachelorโ€™s degree in Computer Science, Information Technology, Business, or a related field.
โ€ข 3-7 years of experience in a Solution Consulting, Pre-Sales, or Business Analyst role within the digital banking orย fintech industry.
โ€ข Strong understanding of digital banking platforms, core banking systems, APIs, and fintech integrations.
โ€ข Excellent presentation and communication skills, with the ability to translate technical concepts into business value.
โ€ข Experience with cloud-based banking solutions, mobile banking, payments, and security best practices is a plus.
โ€ข Ability to convey authority and expertise to effectively work with prospects and clients in speaking about cash management operations including ACH/wires processing, cash flow forecasting, transaction management,ย  reconciliation, etc.
โ€ข Excellent and proven presentation skills for both onsite and virtual delivery
โ€ข Strong organizational, collaboration, and written/oral communication skills