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Investment Consultant Jobs (NOW HIRING)

Mesirow

Investment Consultant

Chicago, IL · On-site

$70K - $120K/yr

In this role, the Investment Consultant will conduct in-depth investment research and data analysis, collaborate with peers and senior leadership, and deliver exceptional service to our institutional ...

Mesirow Financial

Investment Consultant

Chicago, IL

$70K - $120K/yr

In this role, the Investment Consultant will conduct in-depth investment research and data analysis, collaborate with peers and senior leadership, and deliver exceptional service to our institutional ...

City National Bank

Investment Consultant

Tallahassee, FL · On-site

$101K - $172K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

INVESTMENT CONSULTANT WHAT IS THE OPPORTUNITY? Expand and deepen the network of Independent Financial Advisors, CPA's & attorneys referring clients to Rochdale and to communicate and meet high net ...

USI Holdings Corporation

Investment Consultant

Knoxville, TN · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

The IAS Investment Consultant plays a key role in supporting client investment reporting and recommendations by compiling and analyzing statistical financial, economic, and plan-specific data. In ...

Charles Schwab

Investment Consultant - Davis, CA

Davis, CA · On-site

$30.10 - $49.71/hr

  • Medical

  • Dental

  • Vision

  • Retirement

Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together.   As an Investment Consultant (IC) at Schwab, you have ...

Charles Schwab

Investment Consultant - Davis, CA

Davis, CA

  • Medical

  • Dental

  • Vision

  • Retirement

Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together.   As an Investment Consultant (IC) at Schwab, you have ...

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How much do investment consultant jobs pay per hour?

As of Aug 15, 2026, the average hourly pay for investment consultant in the United States is $71.58, according to ZipRecruiter salary data. Most workers in this role earn between $46.88 and $74.52 per hour, depending on experience, location, and employer.

What does an investment consultant do?

An investment consultant advises clients on how to invest their money. Your clients may be individuals, particularly for money managers, or institutions for other types of consultants. As an advisor, your duties are to perform research and analysis on market trends, create financial forecasts, assess the goals of their clients, and suggest possible investment opportunities that will increase their profits and provide them with financial stability. You must cultivate long-term relationships with your clients and gain their trust so that they feel comfortable taking your advice. You make money by charging fees or earning a commission on investments.

What skills and qualifications are needed to thrive as an investment consultant?

To excel as an Investment Consultant, you need strong analytical skills, financial knowledge, and typically a bachelor's degree in finance, economics, or a related field. Familiarity with portfolio management software, financial modeling tools like Excel, and certifications such as CFA or CFP are highly valued. Excellent communication, interpersonal skills, and the ability to build client trust set top performers apart. These competencies are crucial to delivering sound financial advice, building client relationships, and ensuring successful investment outcomes.

What are common challenges faced by investment consultants when managing multiple client portfolios?

Investment Consultants often juggle several client portfolios simultaneously, which requires strong organizational and time management skills. One common challenge is staying updated with market trends and regulatory changes that may impact different clients' investment strategies. Additionally, balancing individualized client goals with market realities can be complex, especially when clients have varying risk tolerances and financial objectives. Effective communication and regular portfolio reviews are essential to ensure clients feel informed and confident in their investment plans.

How much do investment consultants make in the US?

Investment consultants in the US typically earn a median annual salary of around $80,000 to $120,000, with experienced professionals and those working in large firms earning higher compensation. Salaries can vary based on experience, certifications, client base, and geographic location, and many also receive bonuses or commissions based on performance.

What is an investment consultant?

Investment consultants are professionals who provide advice and guidance to individuals, businesses, or institutions about how to manage their investments. They help clients develop strategies to meet financial goals, select suitable investment products, and assess risk tolerance. Investment consultants may analyze market trends, create diversified portfolios, and offer ongoing support to optimize returns. Their expertise is especially valuable for making informed decisions in complex or volatile markets.

What is the difference between Investment Consultant vs Financial Advisor?

AspectInvestment Consultant

CredentialsCFP, CFA, Series 7/63 licenses
Work EnvironmentFinancial firms, investment advisory firms
Employer & IndustryFinancial services, investment management
Common Search IntentComparing roles in investment advice and client management

Investment Consultants primarily focus on providing tailored investment strategies and portfolio management for clients, often working within financial firms or investment companies. Financial Advisors offer broader financial planning services, including retirement, estate, and tax planning, alongside investment advice. While both roles require similar certifications and work environments, Investment Consultants tend to specialize more in investment products and strategies, whereas Financial Advisors provide comprehensive financial planning. Understanding these differences helps clients choose the right professional for their financial needs.
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Investment Consultant jobs near you
Infographic showing various Investment Consultant job openings in the United States as of August 2026, with employment types broken down into 90% Full Time, 7% Part Time, and 3% Contract. Highlights an 86% Physical, 5% Hybrid, and 9% Remote job distribution, with an average salary of $148,885 per year, or $71.6 per hour.

Investment Consultant

Mesirow

Chicago, IL • On-site

$70K - $120K/yr

Full-time

Re-posted yesterday

Job description

The Opportunity
Mesirow is an independent, employee-owned financial services firm founded in 1937. Headquartered in Chicago, with offices around the world, we serve clients through a personal, custom approach to reaching financial goals and acting as a force for social good. With capabilities spanning Private Capital & Currency, Capital Markets & Investment Banking, and Advisory Services, we invest in what matters: our clients, our communities and our culture. We are proud of our employee-owned culture, built on collaboration and shared success, empowering our professionals to develop meaningful relationships, pursue growth opportunities and make a lasting impact for our clients and communities. Mesirow has been named one of the Best Places to Work in Chicago by Crain's Chicago Business multiple times and is one of Barron's Top 100 RIA firms.
The Mesirow Fiduciary Solutions division provides fiduciary partnership, investment management, asset allocation, and guaranteed retirement income product allocation services to institutional clients in the financial services industry, primarily in the defined contribution space.
Mesirow Fiduciary Solutions division is seeking a highly motivated, detail-oriented Investment Consultant to join our team in our Chicago headquarters. The ideal candidate thrives in a fast-paced, dynamic environment and is eager to develop a broad skill set. In this role, the Investment Consultant will conduct in-depth investment research and data analysis, collaborate with peers and senior leadership, and deliver exceptional service to our institutional clients. At the outset, the Investment Consultant will focus on building a strong foundation in our reporting and technology systems, as well as our due diligence process, through rigorous on-the-job learning. As proficiency develops and the Consultant demonstrates the ability to manage projects independently with minimal oversight, responsibilities will expand to include greater client-facing engagement and opportunities for project leadership.
Responsibilities:
Client team
  • Serve on institutional client teams, creating and reviewing recurring client reports.
  • Build long-term client relationships by demonstrating credibility through a thorough understanding of our workflows.
  • Contribute to recurring client calls and quarterly investment review calls, covering investment strategies and the market environment.
  • Lead the completion of ad-hoc requests from our sales team, interacting with prospective and existing institutional clients.
  • Participate in additional client projects.

Investment due diligence
  • Develop a deep understanding of the team's investment methodology.
  • Conduct in-depth quantitative and qualitative investment research of mutual funds, collective investment trusts, and other investment types commonly used for retirement investing.
  • Learn and independently use reporting and research tools.
  • Stay current on market events and industry trends.

Other
  • Play a meaningful role in the quarterly reporting cycle by developing a thorough understanding of internal systems and processes.
  • Collaborate with others on the Investment Consulting team and the Technology team to test new systems and enhancements.
  • Manage ad-hoc projects and contribute to team initiatives.

Requirements:
  • Bachelor's or Master's degree in finance, economics, mathematics, statistics, or a related field
  • CFA designation or progress towards CFA designation preferred.
  • 1 - 5 years' experience in investment consulting, retirement planning, or a related investment field (internship counts). Compensation is variable and commensurate with education level and experience.
  • Strong attention to detail, ability to meet deadlines, and proficiency in handling large data sets independently and accurately.
  • Demonstrated passion, intellectual curiosity, and a collaborative, positive attitude.
  • Ability to take direction and proactively follow through on tasks.
  • Intermediate to advanced Excel skills required; familiarity with investment databases (e.g., Morningstar Direct) preferred but not required.
  • Excellent organizational, time management, prioritization, research, and collaboration skills, with the ability to process information quickly.
  • Series 7 and 66 Licenses required within one year of start date.

Ability to work onsite at our Chicago office, which adheres to a hybrid schedule.
In accordance with the Illinois Pay Transparency Law, the anticipated hiring base salary for the role will be between $70,000 and $120,000 per year. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, also provides the opportunity for a performance based bonus and the Mesirow benefit program.
EOE
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

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