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Financial Technology Consultant Jobs (NOW HIRING)

SAP

Principal Technology Consultant

Manhattan, NY · On-site

Principal Technology Consultant Location: New York, NY Work Model: Hybrid Work Model Purpose and ... M), and Finance (MDG-F) with Master data governance principles using SAP MDG data modeling ...

Lorven Technologies

Senior IT Consultant

Jackson, MS · On-site

Technical and Domain expertise - Deep knowledge in IT, Finance, HR management - Ability to Analyze ... delivery of consulting engagements - Time management and prioritization across multiple ...

Lorven technologies

Senior IT Consultant

Jackson, MS · On-site

Technical and Domain expertise - Deep knowledge in IT, Finance, HR management - Ability to Analyze ... delivery of consulting engagements - Time management and prioritization across multiple ...

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All JobsFinancial Technology Consultant Jobs

Financial Technology Consultant information

See salary details

$45.5K

$103.9K

$174K

How much do financial technology consultant jobs pay per year?

As of Aug 14, 2026, the average yearly pay for financial technology 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 the difference between Financial Technology Consultant vs Financial Analyst?

AspectFinancial Technology ConsultantFinancial Analyst
Required CredentialsBachelor's degree in finance, IT, or related field; certifications like CFA or CFP beneficialBachelor's degree in finance, accounting, or economics; CFA often preferred
Work EnvironmentConsulting firms, financial institutions, tech companies; project-based workBanking, investment firms, corporate finance departments; ongoing analysis
Employer & Industry UsageFinancial services, fintech companies, consulting firmsBanks, investment firms, corporate finance teams

While both roles require finance knowledge and analytical skills, Financial Technology Consultants focus on implementing and advising on fintech solutions, whereas Financial Analysts primarily analyze financial data to support investment and business decisions.

What is a financial technology consultant?

A Financial Technology Consultant is a professional who specializes in advising financial institutions and businesses on how to leverage digital technologies to improve their operations, products, and services. They help clients implement fintech solutions such as digital payments, blockchain, data analytics, and cybersecurity measures. Their role often involves assessing current systems, recommending new technologies, and ensuring regulatory compliance. These consultants act as a bridge between technology providers and financial organizations to drive innovation and efficiency.

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

To thrive as a Financial Technology Consultant, you need a strong background in finance, technology, and business analysis, typically supported by a relevant degree and industry certifications such as CFA or FinTech-specific credentials. Familiarity with financial software, data analytics platforms, cybersecurity tools, and regulatory compliance systems is essential. Strong problem-solving, communication, and client management skills set top consultants apart in this field. These competencies are vital to delivering innovative, compliant solutions that drive value for financial clients in an evolving digital landscape.

What are the most common challenges financial technology consultants face when working with clients to implement new fintech solutions?

Financial Technology Consultants often encounter challenges such as integrating new technologies with legacy systems, ensuring data security and regulatory compliance, and managing stakeholder expectations throughout the implementation process. Adapting to rapidly evolving fintech trends while meeting the unique needs of each client requires strong communication and project management skills. Additionally, consultants must frequently collaborate with both technical teams and non-technical stakeholders to translate complex requirements into actionable solutions.
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Financial Technology Consultant jobs near you
Infographic showing various Financial Technology Consultant job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 79% Full Time, 16% Part Time, and 4% Contract. Highlights an 86% Physical, 3% Hybrid, and 11% Remote job distribution, with an average salary of $103,877 per year, or $49.9 per hour.

Financial Consultant

Community Financial System, Inc.

Oneonta, NY • On-site

$66K - $108K/yr

Full-time

Re-posted 15 days ago

Job description

Overview

At Community Financial System, Inc. (CFSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Bank, N.A., operates more than 200 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont and Western Massachusetts. Beyond retail banking, we also offer commercial banking, wealth management, investment management, insurance and risk management, and benefit plan administration.

Just as our employees are committed to helping our customers manage their finances, we’re committed to our employees. After all, they make it happen for our customers every day.

To ensure our people can enjoy long and successful careers here at CFSI, we offer competitive compensation, great benefits, and professional development and advancement opportunities. As an equal-opportunity workplace and affirmative-action employer, we celebrate and support a diverse workplace for the benefit of all: our employees, customers and communities.


Responsibilities

We are seeking a knowledgeable and client-focused Financial Consultant to join our team at Nottingham Investment Services (a division of Community Financial Systems, Inc.) a leading financial services institution. The ideal candidate will play a key role in helping individuals and businesses achieve their financial goals through personalized investment strategies, retirement planning, and holistic financial solutions. This position requires a deep understanding of financial markets, strong interpersonal skills, and a commitment to ethical financial guidance.

Key Responsibilities:

  • Consult with clients to assess their financial situations and develop customized financial plans
  • Recommend a mix of investment, insurance, retirement, and banking products that align with clients' goals and risk tolerance
  • Conduct regular portfolio reviews and adjust strategies based on market conditions and client life changes
  • Stay informed about economic trends, financial markets, and regulatory changes to provide informed advice
  • Cultivate long-term client relationships based on trust, transparency, and results
  • Collaborate and partner with internal departments to deliver comprehensive solutions, i.e. Retail Branch partners, Commercial Banking partners, BPAS and OneGroup Insurance
  • Adhere strictly to industry regulations and internal policies, maintaining documentation and compliance standards
  • Meet or exceed individual performance metrics including asset growth, client acquisition, and retention targets
  • Maintain proficient knowledge of, and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to policies, procedures, and internal controls, and meet all training requirements in a timely manner.

Qualifications

Education, Training and Requirements:

  • Bachelor's degree in Finance, Economics, Business, or a related field (MBA or CFA designation a plus)
  • Appropriate financial licenses required (e.g., FINRA Series 7, 63/65 or 66; CFP preferred), Life, Accident and Health Insurance
  • Strong knowledge of investment strategies, retirement planning, tax implications, and insurance products
  • Exceptional communication and interpersonal skills
  • Proven track record of building and managing client relationships
  • Team player with the ability to collaborate with others
  • Proficient in financial planning software and CRM systems
  • All applicants must be 18 years of age or older

Preferred Skills:

  • Experience with mass affluent, high-net-worth and commercial clients
  • Strong analytical thinking and decision-making skills
  • Bilingual or multilingual proficiency is a plus
  • Familiarity with digital advisory platforms and financial technology tools
  • High level of emotional intelligence, empathy, and professionalism
  • Expert knowledge of basic personal computer, MS Office (e.g., Word, Excel, PowerPoint) and internet applications
  • Comfortable working in a fast-paced, technology-driven environment
  • Detail oriented with superior organizational skills and ability to prioritize

Experience:

  • 2–5 years of experience in financial advising, wealth management, or investment consulting