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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 ...

This includes understanding their overall Production & Logistics requirements as well as their Financial Process & Reporting requirements. The Business Solution Consultant is responsible for ...

Solution Consultant -LN/Finance Department: Sales Employment Type: Full Time Location: US-Remote Description The successful Pre-Sales Solution Consultant (SC) provides expertise to Infor prospects ...

This includes understanding their overall Production & Logistics requirements as well as their Financial Process & Reporting requirements. The Business Solution Consultant is responsible for ...

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 ...

We connect financial institutions, corporations, merchants and consumers to one another millions of ... Director, Solution Consulting, SMB Onboarding About the Role: We are seeking a results-driven ...

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 ...

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 ...

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Financial Solution Consultant information

See salary details

$45.5K

$103.9K

$174K

How much do financial solution consultant jobs pay per year?

As of Aug 3, 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:
Infographic showing various Financial Solution Consultant job openings in the United States as of July 2026, with employment types broken down into 1% Locum Tenens, 1% As Needed, 87% Full Time, 7% Part Time, and 4% Contract. Highlights an 88% Physical, 4% Hybrid, and 8% Remote job distribution, with an average salary of $103,877 per year, or $49.9 per hour.

Financial Solution Consultant

RealPage, Inc.

Richardson, TX • Remote

$85K - $145K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 4 days ago


RealPage rating

6.0

Company rating: 6.0 out of 10

Based on 9 frontline employees who took The Breakroom Quiz

224th of 241 rated software companies


Job description

The Financial Solution Consultant is an integral member of the strategic implementation organization. The SC is responsible for successful Saas delivery, specifically the deployment of the RealPage solutions. This team member will work directly with customers as well as with internal stakeholders to architect scalable, flexible and resilient solutions that specifically address each customer’s business requirements. This team member will play a critical role in managing and providing strategic guidance on full life-cycle implementations. They will be responsible for understanding business strategy and use cases across the various workstreams within our customers' business, creating and delivering customized product implementations that solve customer needs. Working with service delivery, business units, and other stakeholders, they are responsible for the overall implementation of a customer’s RealPage solutions. Operating in a client-facing role, this team member must work collaboratively with people at all levels within customer organizations, tailoring communication to meet the needs of various stakeholders.


  • Define customers business requirements and current state of operations
  • Develop change management strategy to align current and future state of operations.
  • Track achievements of defined requirements and adoption success
  • Develop ongoing customer partnership/trusted advisor status
  • Connect business requirements with functional capabilities of RealPage products
  • Formulate solution framework to drive a successful implementation.
  • Lead presale and implementation discovery discussions with key roles of customer
  • Partner with the Engagement Management team in providing input for the larger implementation project plan.
  • Plan and manage system design, partnering with internal delivery teams for execution.
  • Plan and establish go-live activities relative to solution integration, including training and ongoing support.
  • Contribute to team and/or department initiatives

 

  • General knowledge of Multifamily industry
  • Intermediate knowledge of Accounting practices and principles experience
  • Intermediate level knowledge of FinTech products and integrations
  • Intermediate level proficiency in Consulting Processes
  • Ability to engage and lead conversations with Directors and/or regional level contacts.
  • Limited Travel (up to 35% domestic travel)

Preferred

  • Bachelor’s Degree or equivalent experience

Knowledge/Skills/Abilities
Required:

  • Excellent verbal and written communication skills
  • Strong analytical, research and problem-solving skills
  • Ability to work independently, multi-task, achieve tight deadlines and take ownership on multiple projects.

Physical Demands and Working Conditions

While performing the duties of this job, the employee is occasionally required to stand; walk; sit; use hands to finger, handle or feel objects, tools or controls; reach with hands and arms; climb stairs; talk or hear. The employee must have the ability to operate a personal computer and express or exchange ideas by means of the spoken word. May be required to sit and/or stand for long periods of time. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and ability to adjust focus. May be required to lift or move 10+ pounds.

Salary and Benefits

RealPage provides a competitive salary package along with a comprehensive benefit plan that includes:

  • Health, dental, and vision insurance.
  • Retirement savings plan with company match.
  • Paid time off and holidays.
  • Professional development opportunities.
  • Performance-based bonus based on position.

Compensation may vary depending on your location, qualifications including job-related education, training, experience, licensure, and certification, that could result at a level outside of these ranges. Certain roles are eligible for additional rewards, including annual bonus, and sales incentives depending on the terms of the applicable plan and role as well as individual performance.

Equal Opportunity Employer: RealPage Company is an equal opportunity employer and committed to creating an inclusive environment for all employees.

#LI-JW1

#LI-Remote


USD $85,200.00 - USD $145,200.00 /Yr.

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