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Financial Solutions Consultant Jobs (NOW HIRING)

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 ...

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 ...

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 ...

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 ...

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 ...

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 ...

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 ...

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 ...

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 ...

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 ...

... real financial statement tie-outs, audit testing, tax procedures, and AI-assisted workflows ... as a Solutions Consultant in B2B SaaS, ideally within accounting, audit, finance, or close ...

... real financial statement tie-outs, audit testing, tax procedures, and AI-assisted workflows ... as a Solutions Consultant in B2B SaaS, ideally within accounting, audit, finance, or close ...

... financial value for the CPG industry, General Merchandise, Restaurants, and Retailers. This ... The Solutions Consultant will leverage deep expertise in quantitative research methodologies and ...

... financial value for the CPG industry, General Merchandise, Restaurants, and Retailers. This ... The Solutions Consultant will leverage deep expertise in quantitative research methodologies and ...

As a Solutions Consultant you will deliver compelling software solutions to clients, ensuring that ... Operating in sectors ranging from utilities and travel through to finance and government, our ...

Navan is a corporate card solution company focused on simplifying expense management for finance leaders. They are seeking an Enterprise Solutions Consultant to enhance their Expense product ...

As a Solutions Consultant you will deliver compelling software solutions to clients, ensuring that ... Operating in sectors ranging from utilities and travel through to finance and government, our ...

As a Solutions Consultant you will deliver compelling software solutions to clients, ensuring that ... Operating in sectors ranging from utilities and travel through to finance and government, our ...

Solutions Consultant

Manhattan, NY · On-site

$100K - $125K/yr

Stream is on a mission to bring fair financial tools to the everyday worker. Some of the world ... The opportunity As a Solutions Consultant, you'll sit at the intersection of Sales, Product ...

Additionally Forbes selected 8x8 the 23rd best small company based on Growth and Financial ... The Solutions Consultant plays a critical role in bringing the voice and perspective of contact ...

Showing results 21-40

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:

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.

Solutions Consultant

Farmington, UT • On-site, Remote

Full-time

Medical, Dental, Retirement, PTO

Posted 12 days ago


Job description

Solutions Consultant - Farmington, UT (Open to remote)


Why LoanPro:

"We want to change how the future of finance works. We're working to change finance to be highly personalized. It changes who has access to capital. It changes personal finances. It can have a ripple effect on everything you do. LoanPro unlocks finance." -Rhett Roberts, CEO

At LoanPro, we're more than just a fintech company-we're transforming the lending landscape. With over $18 billion in loans managed across North America, LoanPro isn't just growing-it's leading the industry transformation.


How we do what we do:

"Steve Jobs was once asked what he was most proud of at Apple. Was it the iPhone? Was it the iPad? Steve Jobs replied it was the team that built Apple. That's what I'm most proud of here at LoanPro- the team that builds LoanPro. We do what we do because of our people." -Rhett Roberts, CEO

At the heart of our success are our exceptional employees, whose talent, passion, and dedication fuel the growth and profitability of our company. As a next-generation SaaS platform, we deliver core lending infrastructure that empowers mid-market and large lenders to operate more efficiently, quickly, and effectively. Our cloud-native solution helps clients streamline operations, enhance organization, and drive unparalleled performance in their lending processes.


What you own:

As a Solutions Consultant at LoanPro, you are the strategic architect of the deal. You sit at the intersection of business value and technical innovation, helping the world's most forward-thinking financial institutions reimagine their lending lifecycle.

Your mission is to move beyond features and functions to sell the "Art of the Possible." You will translate complex API-first architecture into tangible ROI, acting as the bridge between our high-growth GTM teams, our Implementation teams, and our world-class Product organization. You will demonstrate the business value of our products and reassure prospects that LoanPro is the right solution for them.


  • Communicate "Art of the Possible": Design and deliver visionary demonstrations that push the boundaries of modern lending, showing prospects a future they didn't know was achievable, solving their business problems simply and efficiently.
  • Discover business challenges: Lead the discovery process to uncover deep business pain points. You don't just show what LoanPro does; you prove what LoanPro solves.
  • Earn Trusted Advisor status: Build high-latitude relationships with C-suite stakeholders and technical evaluators. You are the steady hand that advises them through their digital transformation journey.
  • Deliver insights and communicate value: Show prospects how they can improve their business performance with LoanPro's software. Build robust, data-driven business cases that quantify the value of switching to LoanPro, focusing on revenue growth, cost-to-serve reduction, and efficiency gains.
  • Architect solutions: Create high-fidelity technical diagrams and workflows that illustrate how LoanPro integrates into a prospect's existing ecosystem.
  • Collaborate across the GTM unit: Serve as a core member of the business unit, providing strategy guidance to Sales leadership and feedback to Product and Marketing to ensure our roadmap and messaging stay ahead of the market.


Essential Job Functions:

  • Run discovery sessions with prospects to understand their business challenges
  • Demonstrate LoanPro's application to prospects
  • Build value cases identifying the financial benefit and return on investment into LoanPro
  • Build solution maps identifying how LoanPro will fit into the prospect's IT architecture
  • Pass on requirements to Solution Architects so they can build Statements of Work for implementation of LoanPro's application
  • Assist account executives in crafting deal strategies and advise LoanPro revenue operations teams as they price deals
  • Assist account executives and sales leadership in forecasting opportunities
  • Engage with product marketing to build high quality sales presentation materials
  • Engage with the product team to ensure the roadmap reflects evolving customer requirements
  • Occasionally work with sales enablement and rev ops teams to ensure LoanPro has world class sales processes


What you need for success:

  • Experience with demonstrating complex enterprise software in a sales cycle to a mixed audience including C-level executives.
  • Familiarity with the financial services industry, including the lending lifecycle of origination, underwriting, servicing, collections, payments, and loan operations.
  • Developed product expertise in an enterprise software package
  • Experience with banking industry software applications
  • 4+ years prior experience in a solutions consulting role within the enterprise application space.
  • A Bachelors degree in finance, engineering, or other technical discipline; a Masters degree is preferred.
  • Excellent written, verbal and presentation skills
  • Excellent working knowledge of presentation, documentation, and spreadsheet analysis tools, as well as technology to demonstrate software.


Preferred:

  • Prior experience at a lending technology, loan origination/servicing software, or core banking vendor.
  • Familiarity with key fintech platforms and their competitive positioning (e.g., nCino, Finastra, FIS, FiServ, LoanPro, Nortridge, or similar).
  • Knowledge of MEDDPICC or similar enterprise sales qualification frameworks.
  • Comfortable operating in a fast-paced, high-growth software company where the playbook is still being written.


Benefits of the Role:

  • 80% Medical/Dental
  • PTO and Holiday Schedule
  • HSA and 401K Match
  • Wellness Rewards and EAP


At LoanPro, we have the ability to make a real difference. LoanPro offers a value-based, innovation-focused, learning culture and endless opportunities for growth. Come help us build LoanPro.


If you need an accommodation to apply for the position or during the interview process, please email hr@loanpro.io