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Financial Solution Consultant Jobs in Boca Raton, FL

Armaninollp

Rillet Senior Consultant

Boca Raton, FL · On-site

... or financial technology solutions * Experience implementing cloud-based accounting and finance ... Prior consulting or professional services experience * Experience working with startup or ...

Empower

Workplace Planning Consultant

West Palm Beach, FL · On-site +1

$55K - $76K/yr

Our vision for the future is based on the idea that transforming financial lives starts by giving ... solutions What will set you apart: * Previous experience with inbound and/or phone-based ...

Empower

Workplace Planning Consultant

West Palm Beach, FL · On-site +1

$55K - $76K/yr

Our vision for the future is based on the idea that transforming financial lives starts by giving ... solutions What will set you apart: * Previous experience with inbound and/or phone-based ...

HCLTech

Oracle Technical Consultant

Boca Raton, FL · On-site

$57.50 - $71/hr

... 30%) Consultant with deep expertise in Accounts Payable (AP), Accounts Receivable (AR), Cash ... solutions effectively. Key Responsibilities: 1. Technical Expertise (Oracle EBS Financials) • ...

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All JobsFinancial Solution Consultant JobsFinancial Solution Consultant Jobs in Boca Raton, FL

Financial Solution Consultant information

See Boca Raton, FL salary details

$43.2K

$98.6K

$165.1K

How much do financial solution consultant jobs pay per year?

As of Aug 22, 2026, the average yearly pay for financial solution consultant in Boca Raton, FL is $98,575.00, according to ZipRecruiter salary data. Most workers in this role earn between $75,000.00 and $118,600.00 per year, depending on experience, location, and employer.

What is a financial solution consultant?

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.

What are popular job titles related to Financial Solution Consultant jobs in Boca Raton, FL?

For Financial Solution Consultant jobs in Boca Raton, FL, the most frequently searched job titles are:

What job categories do people searching Financial Solution Consultant jobs in Boca Raton, FL look for?

The top searched job categories for Financial Solution Consultant jobs in Boca Raton, FL are:

What cities near Boca Raton, FL are hiring for Financial Solution Consultant jobs?

Cities near Boca Raton, FL with the most Financial Solution Consultant job openings:

Financial Solution Consultant jobs near you
Infographic showing various Financial Solution Consultant job openings in Boca Raton, FL as of June 2026, with employment types broken down into 2% As Needed, 38% Full Time, 57% Part Time, 2% Temporary, and 1% Contract. Highlights an 88% Physical, 3% Hybrid, and 9% Remote job distribution, with an average salary of $98,575 per year, or $47.4 per hour.

Business Development Director | Contingent Staffing

CBIZ, Inc.

Boca Raton, FL • On-site

Full-time

Re-posted 24 days ago

CBIZ rating

8.0

Company rating: 8.0 out of 10

Based on 57 frontline employees who took The Breakroom Quiz

13th of 23 rated bookkeepers and accountants

Job description


#LI-EL1 #LI-Remote
Responsibilities
At CBIZ Talent Solutions, we specialize in executive and contingent search and talent solutions, connecting top-tier leadership with organizations that demand excellence. Our recruiting experts are best-in-class, and now, we're looking to grow our business development team with a dedicated door opener who thrives on hunting new opportunities and building initial client relationships.
We're seeking a results-driven Business Development Consultant with a hunter mentality to identify and secure new client partnerships. You'll be the tip of the spear - opening doors, starting conversations, and landing new accounts - before handing them off to our recruiting team for execution. This is a high-impact, client-facing role focused exclusively on net new business. You are not responsible for delivery or recruiting, solely bringing in the business. Projects typically consist of CEO/President/Executive Directors, Chief Financial Officers, Chief Operating Officers, and Chief Development Officers. Clients are broad-based across various industries including accounting & finance, real estate, construction, manufacturing and distribution, financial services, healthcare, government, higher education, legal, technology, and professional services. Search engagements span a wide range of roles, from functional leadership to high-impact C-suite and executive-level positions, requiring a consultative approach to talent acquisition and market intelligence.
Essential Functions and Primary Duties
  • Identify, pursue, and secure new client partnerships in need of executive search services.
  • Generate and qualify leads through outbound prospecting, networking, industry events, referrals, and cold outreach.
  • Conduct initial discovery calls and presentations to understand client needs and articulate our value proposition.
  • Build a strong pipeline of prospective clients and maintain accurate CRM records.
  • Collaborate closely with the internal recruiting and delivery team to ensure seamless client handoff and onboarding.
  • Stay informed on industry trends, talent challenges, and competitive landscape to strategically position our services.
  • Consistently meet or exceed business development targets and KPIs.
  • Support the development and adoption of growth opportunities such as: creating new partnerships, introducing new markets, and/or developing new approaches to add value to current customers
  • Develop business cases to support investment decisions
  • Develop and use strategic approaches to generating demand and sales
  • Manage all phases of business development from translating corporate strategy into action to sourcing new business opportunities to negotiating and closing deals
  • Lead the implementation phase through collaboration with specialist functions such as marketing, sales, and client service
  • Implement strategic planning, including positioning, market and competitive analysis, customer segment selection and penetration plans, and related product positioning
  • Populate and update relevant data in the designated customer relationship management system
  • Participate in pricing and solution/service
  • Handle objections by clarifying, emphasizing agreements, and working through differences to a positive conclusion
  • Identify opportunities for campaigns, services, and distribution channels that will lead to an increase in sales
  • Use knowledge of the market and competitors, identify and develop the company's unique selling propositions and differentiators
  • Forecast sales targets and ensure they are met
  • Additional responsibilities as assigned

Preferred Qualifications
  • Familiarity with executive-level hiring and talent acquisition services.
  • Existing industry network or client contacts in key verticals (e.g., tech, healthcare, accounting, finance, government, etc.).
  • Experience in a fast-paced or startup-like environment.
  • Proven success in a business development or sales role, ideally in recruiting, staffing, executive search, or a related service industry.
  • Natural hunter mindset - you enjoy cold outreach, building new relationships, and opening doors.
  • Excellent communication, presentation, and relationship-building skills.
  • Ability to work independently with a strong sense of ownership and accountability.
  • CRM proficiency and solid pipeline management skills.
  • Entrepreneurial spirit with a strategic, consultative approach.

Why Join Us
  • High-impact role with room to grow.
  • Competitive compensation structure with commission/bonus tied to new business.
  • Flexible work environment.
  • A powerhouse recruiting team ready to deliver top-tier talent for your clients.

Qualifications
Minimum Qualifications
  • High School Diploma or GED equivalent
  • Some relevant industry experience
  • Must obtain required licenses/credentials
  • Superior command of verbal, written, presentation, and negotiation skills
  • Proficient use of applicable technology
  • Demonstrated ability to communicate verbally and in writing throughout all levels of the organization, both internally and externally
  • Must be able to travel based on client and business needs

About Us
CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle-market businesses nationwide. With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable insights to help clients anticipate what is next and discover new ways to accelerate growth. CBIZ has more than 9,500 team members across 23 major markets coast to coast.
CBIZ strives to be our team members' employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers.
Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.

What CBIZ employees say

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About CBIZ

Sourced by ZipRecruiter

With over 100 offices and nearly 6,000 associates in major metropolitan areas and suburban cities throughout the U.S. CBIZ (NYSE: CBZ) delivers top-level financial and employee business services to organizations of all sizes, as well as individual clients, by providing national-caliber expertise combined with highly personalized service delivered at the local level.

Industry

Business management consulting

Company size

5,001 - 10,000 Employees

Headquarters location

Cleveland, OH, US

Year founded

1987

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