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Financial Solution Consultant Jobs in Raleigh, NC

Deloitte

Oracle Finance Senior Consultant

Raleigh, NC

$113K/yr

Today's CFOs and financial leaders face increasing demands to enhance business performance, drive ... If your head is in the cloud, find out where we can take you with Oracle Enterprise Solutions.

Deloitte

Microsoft D365 F&O Sr Consultant

Raleigh, NC · On-site

We work on projects involving Workday Financials, Supply Chain Management, Infor Solutions ... Senior Consultants provide deep domain expertise in one or more vertical industries establishing ...

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All JobsFinancial Solution Consultant JobsFinancial Solution Consultant Jobs in Raleigh, NC

Financial Solution Consultant information

See Raleigh, NC salary details

$44.2K

$101K

$169.1K

How much do financial solution consultant jobs pay per year?

As of Aug 9, 2026, the average yearly pay for financial solution consultant in Raleigh, NC is $100,977.00, according to ZipRecruiter salary data. Most workers in this role earn between $76,800.00 and $121,500.00 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 Raleigh, NC? For Financial Solution Consultant jobs in Raleigh, NC, the most frequently searched job titles are:
What job categories do people searching Financial Solution Consultant jobs in Raleigh, NC look for? The top searched job categories for Financial Solution Consultant jobs in Raleigh, NC are:
What cities near Raleigh, NC are hiring for Financial Solution Consultant jobs? Cities near Raleigh, NC with the most Financial Solution Consultant job openings:
Financial Solution Consultant jobs near you

Financial Markets & Real Estate - Yardi Data Connect Senior Consultant

Pwc

Raleigh, NC • On-site

$72K - $212K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 21 days ago

PwC rating

8.3

Company rating: 8.3 out of 10

Based on 76 frontline employees who took The Breakroom Quiz

26th of 72 rated business consultants

Job description

Industry/Sector

FS X-Sector

Specialism

Assurance

Management Level

Senior Associate

Job Description & Summary

The Opportunity
As a Financial Markets & Real Estate - Yardi Data Connect Senior Consultant, you will engage with clients to analyze their financial needs, develop tailored solutions, and provide strategic guidance to optimize their financial performance. Within our Assurance practice, you will be part of a team that specializes in finance consulting, focusing on enhancing decision-making and achieving financial goals for our clients.
As a Senior Associate, you will build meaningful client relationships and learn how to manage and inspire others. You will navigate complex situations, growing your personal brand and technical skills. You are expected to anticipate the needs of your teams and clients, delivering quality solutions even when the path forward is unclear. In this role, you will use a broad range of tools and methodologies to generate new ideas and solve problems, while upholding professional and technical standards. You will interpret data to inform insights and recommendations, contributing to the overall strategy and success of client engagements.
Responsibilities
- Analyzing client needs to develop tailored financial solutions that optimize performance and decision-making
- Navigating complex financial scenarios to provide strategic guidance and support to clients
- Utilizing analytical thinking and market trend insights to inform recommendations and drive client success
- Building meaningful client relationships to anticipate needs and deliver quality solutions
- Applying accounting consulting skills to comply with regulations and uphold professional standards
- Embracing change and intellectual curiosity to adapt strategies in a dynamic financial services environment
- Collaborating with teams to enhance portfolio optimization and achieve client financial goals
- Interpreting data to generate insights and support informed decision-making processes
- Developing a deeper understanding of business contexts to align strategies with evolving objectives
What You Must Have
- At least a Bachelor's degree
- At least 2 years of experience
What Sets You Apart
- Demonstrating proficiency in Yardi Data Connect
- Utilizing analytical thinking to solve complex financial problems
- Excelling in client-focused communication and relationship building
- Navigating ambiguity with intellectual curiosity and adaptability
- Embracing change and fostering a culture of inclusion
- Developing insights from market trends and portfolio optimization
- Upholding professional standards and complying with regulations

Travel Requirements

Up to 60%

Job Posting End Date

The salary range for this position is: $72,000 - $184,440. For residents of Washington state the salary range for this position is: $72,000 - $212,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: https://pwc.to/benefits-at-a-glanceAs PwC is anequal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law.PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy.Learn more about how we work: https://pwc.to/how-we-workFor only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all.

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