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Financial Solutions Consultant Jobs (NOW HIRING)

Appriss Retail

Solutions Consultant

$150K - $170K/yr

Deep knowledge of retail, ideally developed working at a retailer in Loss Prevention, Asset Protection, or Finance. * Solution Consulting experience at a SaaS solution provider focused on retail.

Drips

Solutions Consultant

Cleveland, OH · On-site +1

Director, Solutions Consulting Location: Remote (U.S.); Drips is headquartered in Akron, OH ... You collaborate naturally across sales, finance, product, and operations, aligning the people you ...

Drips Holdings, LLC

Solutions Consultant

Akron, OH · On-site

Director, Solutions Consulting Location: Remote (U.S.); Drips is headquartered in Akron, OH ... You collaborate naturally across sales, finance, product, and operations, aligning the people you ...

Jobtailor

Solutions Consultant

Farmington, UT · On-site

Familiarity with the financial services industry, including lending lifecycle processes ... Highest-signal resume keywords * Solutions Consulting Experience * Enterprise Software ...

April Tax Solutions Inc

Solutions Consultant

New York, NY · On-site

$130K - $150K/yr

About the role april is searching for a Solutions Consultant , you will play a pivotal role in ... Experience in tax technology, payroll, or financial institutions In compliance with federal law ...

April Tax Solutions, Inc.

About the role april is searching for a Solutions Consultant, you will play a pivotal role in ... Experience in tax technology, payroll, or financial institutions. In compliance with federal law ...

Ramp

Solutions Consultant, Enterprise

New York, NY · On-site +1

$195K - $298K/yr

About Ramp Ramp is building the smart infrastructure for finance teams, embedded in the transaction ... Solutions Consultants drive customer success from deal evaluation to product activation ...

Eunasolutions

The Solutions Consultant's value is in their credibility with prospects, with customers, with ... Experience as a budget analyst, budget director, or finance director in a government setting.

Method Financial

Solutions Consultant

San Francisco, CA · On-site

$170K - $200K/yr

Meet Method Method has built the most modern way to connect to consumer financial accounts ... The impact We're hiring a Solutions Consultant to improve Method's technical sale and expansion ...

Suralink

Solutions Consultant Full Time Remote - SLC Area Preferred, UT, US 5 days ago Requisition ID: 1134 ... real financial statement tie-outs, audit testing, tax procedures, and AI-assisted workflows ...

Tabs

Solutions Consultant

New York, NY · On-site

$120K - $185K/yr

Tabs is the leading AI-native revenue platform for modern finance and accounting teams. Tabs agents ... About the Role Tabs is hiring a Solutions Consultant based in New York to play an integral role in ...

BigTime Software, Inc.

Solutions Consultant

Chicago, IL · On-site

Solutions Consultant BigTime is seeking a dynamic Solutions Consultant to join our team and play a ... Strong understanding of CRM (Salesforce or similar), finance/accounting platforms, and/or project ...

SIMNANG Companies

Solutions Consultant - Farmington, UT (Open to remote) Why LoanPro: "We want to change how the ... It changes personal finances. It can have a ripple effect on everything you do. LoanPro unlocks ...

Aptean

The Solutions Consultant, AI is a customer-facing, quota-carrying role at the intersection of AI ... Aptean's compliance solutions are built for companies serving specific markets such as finance ...

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Financial Solutions Consultant information

See salary details

$45.5K

$103.9K

$174K

How much do financial solutions consultant jobs pay per year?

As of Sep 13, 2026, the average yearly pay for financial solutions 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 is a financial solutions consultant?

Financial Solutions Consultants are professionals who advise clients on financial products and services to help them meet their financial goals. They assess individual or business financial situations and recommend tailored solutions such as investments, insurance, loans, or retirement plans. These consultants often work for banks, investment firms, or financial advisory companies. Their role involves building client relationships, staying updated on market trends, and ensuring compliance with relevant regulations.

How does a financial solutions consultant typically collaborate with other departments to deliver comprehensive client solutions?

As a Financial Solutions Consultant, you’ll regularly partner with teams such as product development, risk management, and customer service to tailor financial products that best meet client needs. This role often involves conducting joint meetings with relationship managers or analysts to gather client insights and ensure solutions align with both regulatory requirements and business objectives. Effective cross-functional communication is essential, as you’ll coordinate implementation, address client feedback, and troubleshoot issues collaboratively. This collaborative approach not only enhances client satisfaction but also helps you stay updated on the latest products and industry best practices.

What are the key skills and qualifications needed to thrive as a financial solutions consultant, and why are they important?

To thrive as a Financial Solutions Consultant, you need a solid understanding of financial products, analytical skills, and a degree in finance, business, or a related field. Familiarity with CRM software, financial modeling tools, and relevant certifications such as CFP or FINRA licenses are typically required. Strong interpersonal, problem-solving, and communication skills help you build trust and tailor solutions for clients. These abilities ensure you can effectively assess client needs, deliver tailored financial strategies, and foster long-term client relationships in a competitive industry.

What is the difference between Financial Solutions Consultant vs Financial Advisor?

AspectFinancial Solutions ConsultantFinancial Advisor
CredentialsCertifications like CFP, CFA often preferredCFP, Series 7, Series 66 required or preferred
Work EnvironmentCorporate or financial services firms, client-facing rolesIndependent or firm-based, client-focused
Industry UsageUsed in banking, investment firms, financial servicesUsed across banking, wealth management, independent advising
Primary FocusProviding tailored financial solutions and productsOffering personalized financial planning and investment advice

While both roles involve financial expertise, a Financial Solutions Consultant primarily focuses on delivering specific financial products and solutions within a corporate environment, whereas a Financial Advisor provides comprehensive financial planning and investment advice directly to clients. The roles often overlap in credentials and industry usage, but their core functions differ in scope and client interaction.

What are popular job titles related to Financial Solutions Consultant jobs?

For Financial Solutions Consultant jobs, the most frequently searched job titles are:

Financial Solutions Consultant jobs near you
Infographic showing various Financial Solutions Consultant job openings in the United States as of August 2026, with employment types broken down into 86% Full Time, 8% Part Time, and 6% Contract. Highlights an 75% Physical, 3% Hybrid, and 22% Remote job distribution, with an average salary of $103,877 per year, or $49.9 per hour.

Business Solutions Consultant

Boston, MA • On-site

Nuvant Consulting Group
See more jobs at Nuvant Consulting Groupexternal

$65K - $80K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 24 days ago

Job description

Business Solutions Consultant
About the Role: We’re seeking driven professionals to build strong relationships with both individuals and businesses by offering tailored financial solutions that support their goals. You’ll work closely with clients to understand their unique needs, provide strategic guidance, and deliver value through personalized support.
Key Responsibilities
  • Identify potential clients and assess their goals, challenges, and needs.
  • Build lasting partnerships with decision-makers and key stakeholders.
  • Stay current on trends, tools, and developments that may impact client strategies.
  • Communicate with clients via phone, email, video calls, and online messaging.
  • Recommend personalized financial solutions and services based on client feedback and data.
  • Act as a trusted resource by providing a seamless onboarding process and ongoing support.
  • Collaborate with internal teams to continuously improve client experience.

What You’ll Bring
  • High school diploma or a college degree is preferred.
  • Excellent communication and interpersonal skills.
  • Strong ability to listen, assess needs, and offer solutions.
  • Self-starter with a results-oriented mindset and a desire to grow.
  • Experience in a client-facing or consultative role preferred.

Compensation and Benefits
  • Competitive base salary plus performance-based bonuses and incentives.
  • Access to comprehensive benefits package including medical, dental, vision, 401k, and paid time off.
  • Ongoing mentorship and training to support your success.
  • Career advancement opportunities based on performance and results.

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