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Financial Solution Consultant Jobs (NOW HIRING)

Socure

Senior Solution Consultant, Fintech

New York, NY · On-site

$160K - $185K/yr

As a Senior Pre-Sales Solution Consultant, Fintech, you will be the primary technical point-of ... finance, KYC/KYB, account takeover)-into roadmap discussions, solution patterns, and external ...

Benchling

Solution Consultant - Business Value

$119K - $150K/yr

Develop methodologies to quantify strategic, operational, and financial metrics for customers and ... solutions consulting, professional services, and customer success) * Provide thought leadership ...

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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 1, 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:
What job categories do people searching Financial Solution Consultant jobs look for? The top searched job categories for Financial Solution Consultant jobs are:
Financial Solution Consultant jobs near you
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.

Software Solution Consultant

STERIS Corporation

Charlotte, NC • Remote

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 6 days ago

STERIS rating

8.2

Company rating: 8.2 out of 10

Based on 131 frontline employees who took The Breakroom Quiz

53rd of 887 rated healthcare providers

Job description

Position Summary

As a Software Solution Consultant, you will partner with healthcare Customers to successfully implement and adopt STERIS SPM. Working closely with Implementation Project Managers and Customer stakeholders, you will configure software based on operational needs, deliver end-user training, support go-live activities, and provide post-implementation support. This role combines technical aptitude, Customer-facing consulting, training, and problem-solving to ensure Customers achieve their desired outcomes and maximize the value of the software solution.

What You'll Do as a Software Solution Consultant
  • Partner with healthcare Customers to understand their workflows, operational goals, and implementation requirements.
  • Configure software solutions to align with Customer processes and best practices.
  • Set up, test, and troubleshoot hardware including PCs, barcode scanners, label printers, document scanners, and related peripherals.
  • Participate in solution design discussions and help translate Customer requirements into system configurations.
  • Develop and deliver training programs for managers, super users, and frontline staff.
  • Facilitate on-site and virtual training sessions before and during implementation.
  • Lead or support Customer go-live activities, including user support, issue resolution, and adoption monitoring.
  • Troubleshoot software, hardware, and workflow-related issues throughout the implementation lifecycle.
  • Provide post-go-live support to ensure successful adoption and system performance.
  • Manage multiple implementation projects simultaneously while meeting project timelines and Customer expectations.
  • Document implementation activities and maintain accurate records within CRM systems.
  • Contribute to continuous improvement initiatives by identifying opportunities to enhance implementation processes and training materials.
  • Travel extensively throughout the United States and Canada to support Customer implementations and training.
The Experience, Skills and Abilities Needed

Required:

  • Bachelor's degree plus 4 years of relevant professional experience or high school diploma/GED plus 12 years of relevant professional experience in lieu of degree
  • Ability to travel up to 75% annually throughout the United States and Canada.
  • Experience supporting multiple projects simultaneously in a Customer-facing environment
  • Experience delivering software training to end users and business stakeholders.
  • Knowledge of tracking software and related hardware components
  • Experience working with software, networking, hardware configuration, and troubleshooting.

Preferred:

  • 1-3 years of experience in Healthcare Sterile Processing, Materials Management, Perioperative Services, or a related healthcare environment.
  • Hands-on experience using CRM platforms.
  • Proficiency with Microsoft PowerPoint, Excel, and Word.
  • Prior implementation consulting or Customer success experience within healthcare or SaaS environments.

Other:

  • Excellent written and verbal communication skills.
  • Ability to collaborate effectively with employees at all organizational levels.
  • Strong interpersonal skills, fostering productive Customer and team interactions
  • Ability to prioritize and schedule tasks to ensure timely fulfillment of responsibilities.
  • Self-starter with a proactive mindset and the ability to lead by example.
  • Creative problem-solving skills, with the ability to think innovatively and support organizational change.
  • Analytical mindset, capable of evaluating information and identifying best-fit solutions.
  • High attention to detail.
  • Resilience and perseverance when navigating obstacles or challenges.
What STERIS Offers

We value our employees and are committed to providing a comprehensive benefits package that supports your health, well-being and financial future.

Here is a brief overview of what we offer:

  • Market Competitive Pay
  • Extensive Paid Time Off and (9) added Holidays
  • Excellent Healthcare, Dental and Vision Benefits
  • Long/Short Term Disability Coverage
  • 401(k) with a company match
  • Maternity and Paternity Leave
  • Additional add-on benefits/discounts for programs such as Pet Insurance
  • Tuition Reimbursement and continued education programs
  • Excellent opportunities for advancement in a stable long-term career

Pay range for this opportunity is $79,000 - $95,000.This position is eligible for bonus participation.

Minimum pay rates offered will comply with county/city minimums, if higher than range listed. Pay rates are based on a number of factors, including but not limited to local labor market costs, years of relevant experience, education, professional certifications, foreign language fluency, etc.

STERIS offers a comprehensive and competitive benefits portfolio. Click here for a complete list of benefits: STERIS Benefits

Open until position is filled.

STERIS is a leading global provider of products and services that support patient care with an emphasis on infection prevention. WE HELP OUR CUSTOMERS CREATE A HEALTHIER AND SAFER WORLD by providing innovative healthcare and life sciences products and services around the globe. For more information, visit www.steris.com.

If you need assistance completing the application process, please call 1 (440) 392.7047. This contact information is for accommodation inquiries only and cannot be used to check application status.

STERIS is an Equal Opportunity Employer. We are committed to equal employment opportunity to ensure that persons are recruited, hired, trained, transferred and promoted in all job groups regardless of race, color, religion, age, disability, national origin, citizenship status, military or veteran status, sex (including pregnancy, childbirth and related medical conditions), sexual orientation, gender identity, genetic information, and any other category protected by federal, state or local law. We are not only committed to this policy by our status as a federal government contractor, but also we are strongly bound by the principle of equal employment opportunity.

The full affirmative action program, absent the data metrics required by 60-741.44(k), shall be available to all employees and applicants for employment for inspection upon request. The program may be obtained at your location's HR Office during normal business hours.

Employment Type: FULL_TIME

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