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Financial Solution Consultant Jobs in Raleigh, NC

RXinsider LTD.

Consultant

Raleigh, NC · On-site

$90 - $130/hr

Advise client stakeholders on Yardi solutions to improve operational efficiency, solve business ... Bachelor's degree in Business, Finance, Math, or Computer/Engineering Sciences; or an equivalent ...

Yardi

Consultant

Raleigh, NC · On-site

$89K - $100K/yr

Advise client stakeholders on Yardi solutions to improve operational efficiency, solve business ... Bachelor's degree in Business, Finance, Math, or Computer/Engineering Sciences; or an equivalent ...

Deloitte

Oracle EPM (EPBCS~EPCM) Consultant

Raleigh, NC · On-site

Collaborating with cross-functional teams to help deploy technology-enabled finance solutions, data ... Work you'll do As a Consultant on the Oracle EPM team, you will be responsible for... * Supporting ...

Deloitte

Anaplan Consultant

Raleigh, NC

Work you'll do As an Anaplan Consultant on the Finance Transformation team, you will be responsible for supporting clients in the design, implementation, and optimization of Anaplan solutions for ...

Accenture

Payments Banking Consultant

Raleigh, NC

Financial Services Payments Practice The Payments practice is a part of the Financial Services ... Card platforms, Pricing & Profitability and Workflow solutions, Treasury Management portals

Exclusive Jets

Senior Financial Analyst

Raleigh, NC · On-site

$80 - $120/hr

Build and maintain automated reporting and forecasting solutions that reduce manual effort and ... Provide forecast analysis of key metrics and other financial consulting related to business ...

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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 Sep 6, 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

Business Development Manager

Bullcity Financial Solutions

Durham, NC • On-site

$50K - $80K/yr

Full-time

PTO

Posted 2 days ago

New

Job description

Experienced Business Development Manager Accounts Receivable Management

Bull City Financial Solutions (BCFS) is seeking an experienced, self-motivated Business Development Manager to expand our client base and develop long-term revenue opportunities.

Founded in 1975, BCFS is an established accounts receivable management company serving organizations across Healthcare, Utilities, Government, Financial Services, and other regulated industries.

This position is ideal for an experienced ARM sales professional who wants the autonomy to develop new business, build meaningful client relationships, and directly benefit from the portfolio they create.

What You'll Do
  • Identify, pursue, and close new business opportunities within targeted industries.
  • Develop relationships with prospective clients, decision-makers, consultants, and industry partners.
  • Learn each prospect's operational and financial challenges and position BCFS solutions accordingly.
  • Manage the full business development cycle from prospecting and initial outreach through proposal, negotiation, and contract execution.
  • Build and maintain a healthy pipeline of qualified opportunities.
  • Develop referral and strategic partner relationships that generate new opportunities.
  • Represent BCFS at healthcare, utility, government, financial services, and accounts receivable industry conferences.
  • Monitor industry trends, regulatory developments, and competitive activity.
  • Collaborate with BCFS leadership and operational teams to develop solutions tailored to prospective clients.
  • Maintain accurate CRM activity, opportunity forecasts, and follow-up schedules.
  • Continue developing expertise in accounts receivable management and the industries we serve.
What We're Looking For
  • 5+ years of successful business development or sales experience within accounts receivable management, collections, revenue cycle, or a closely related industry.
  • Demonstrated ability to independently generate and close new business.
  • Proven history of meeting or exceeding sales goals.
  • Strong existing industry relationships are highly valued.
  • Excellent presentation, communication, negotiation, and relationship-building skills.
  • Ability to communicate effectively with executives and senior decision-makers.
  • Strong organizational skills and the discipline to manage a long-term sales pipeline.
  • Proficiency with Microsoft Office and CRM platforms; Salesforce experience is preferred.
  • Bachelor's degree preferred; significant relevant industry experience may substitute.
The Opportunity

At BCFS, experienced business development professionals are given room to operate. We are looking for someone who can develop a market, establish relationships, and take ownership of their results without being micromanaged.

You'll have the opportunity to:

  • Build a significant book of business with long-term earning potential.
  • Earn competitive base compensation plus commission.
  • Develop toward six-figure total compensation as your portfolio grows.
  • Receive 18 days of PTO.
  • Attend major industry conferences and networking events.
  • Work directly with company leadership on growth strategy and new-market opportunities.
  • Expand your knowledge through ongoing industry and professional development.
  • Grow your responsibilities and career as the business you develop expands.
Why BCFS?

BCFS has been helping organizations improve accounts receivable performance for more than 50 years. We combine the stability and resources of an established company with an entrepreneurial approach to business development.

We aren't looking for someone who simply manages incoming leads. We're looking for an experienced business developer who knows how to create opportunities, build relationships, and close business.

If you're ready to take ownership of your market and build a portfolio with substantial long-term potential, we'd like to hear from you.

Apply today to join Bull City Financial Solutions.