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Senior Financial Consultant Jobs (NOW HIRING)

Sr. Financial Consultant

Plano, TX ยท On-site

$111K/yr

Brown & Brown is seeking a Sr. Financial Consultant to join our growing team in Plano, TX! Leads and oversees the servicing of financial consulting needs for employee benefit clients. Utilizes ...

Sr. Financial Consultant

Plano, TX ยท On-site

$111K/yr

Brown & Brown is seeking a Sr. Financial Consultant to join our growing team in Plano, TX! Leads and oversees the servicing of financial consulting needs for employee benefit clients. Utilizes ...

If Senior Financial Consultant sounds like something you would be interested in, and you meet the qualifications listed below, apply now! Responsibilities for Senior Financial Consultant include but ...

Senior Financial Consultant

Dallas, TX ยท On-site +1

$115K/yr

Senior Financial Consultant Primary Responsibilities will be indirect rates management, strategic financial planning and financial forecasting tool support. These efforts are critical in supporting ...

Senior Financial Consultant

Dallas, TX ยท On-site

$115K/yr

Senior Financial Consultant Primary Responsibilities will be indirect rates management, strategic financial planning and financial forecasting tool support. These efforts are critical in supporting ...

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Senior Financial Consultant information

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$56.5K

$117.5K

How much do senior financial consultant jobs pay per year?

As of Jul 20, 2026, the average yearly pay for senior financial consultant in the United States is $113,919.00, according to ZipRecruiter salary data. Most workers in this role earn between $116,500.00 and $116,500.00 per year, depending on experience, location, and employer.

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

AspectSenior Financial ConsultantFinancial Advisor
CredentialsCFP, CFA, or CPA often preferredCFP, ChFC, or similar certifications
Work EnvironmentConsulting firms, financial institutions, or independentBanks, advisory firms, or independent
Employer & Industry UsageUsed in consulting and corporate finance sectorsCommon in retail banking and wealth management
Primary FocusProviding strategic financial advice and solutionsOffering personalized financial planning and investment advice

Both roles involve financial expertise and client interaction, but Senior Financial Consultants typically focus on strategic consulting for businesses or high-net-worth clients, while Financial Advisors primarily assist individuals with personal financial planning and investments.

What does a senior financial consultant do?

A senior financial consultant provides expert advice to clients on investment strategies, financial planning, and risk management. They analyze financial data, develop customized plans, and often use tools like financial modeling software to help clients achieve their financial goals. Strong communication skills and relevant certifications, such as the CFP or CFA, are typically required for this role.

How much does a senior financial consultant earn?

A senior financial consultant typically earns between $80,000 and $150,000 annually, depending on experience, location, and the size of the firm. They often have certifications like CFA or CFP and use financial analysis tools to advise clients effectively.

What is the highest salary for a financial consultant?

The highest salaries for senior financial consultants can exceed $150,000 annually, especially for those with extensive experience, specialized certifications like CFA, and working in high-cost-of-living areas or at large financial firms. Top earners may also receive bonuses and profit-sharing, significantly increasing total compensation.

What are the key skills and qualifications needed to thrive as a Senior Financial Consultant, and why are they important?

To thrive as a Senior Financial Consultant, you need deep expertise in financial analysis, investment strategies, and regulatory compliance, typically supported by a bachelor's or master's degree in finance or a related field and relevant certifications like CFA or CFP. Proficiency with financial modeling software, advanced Excel functions, and portfolio management systems is essential. Excellent communication, relationship-building, and problem-solving skills help you effectively advise clients and collaborate with teams. These competencies are crucial for delivering sound financial guidance, building client trust, and ensuring long-term business success.

How does a Senior Financial Consultant typically interact with clients and internal teams to develop comprehensive financial strategies?

Senior Financial Consultants often serve as the primary point of contact for clients, working closely to understand their financial goals, risk tolerance, and investment preferences. They collaborate with internal teams such as analysts, portfolio managers, and compliance officers to gather data, develop tailored solutions, and ensure regulatory compliance. Regular meetings and clear communication are essential, as consultants must translate complex financial concepts into actionable advice for clients. This role requires balancing independent analysis with collaborative planning to deliver optimal results.

How many financial advisors make $500,000 a year?

Senior financial advisors or consultants can earn $500,000 or more annually, primarily through a combination of base salary, commissions, and bonuses. Achieving this level typically requires extensive experience, a strong client base, and advanced certifications such as the CFA or CFP. Such high earnings are more common among top performers in large firms or those managing high-net-worth clients.
More about Senior Financial Consultant jobs
What cities are hiring for Senior Financial Consultant jobs? Cities with the most Senior Financial Consultant job openings:
What are the most commonly searched types of Financial Consultant jobs? The most popular types of Financial Consultant jobs are:
Who are the top companies hiring for Senior Financial Consultant jobs? The top employers for Senior Financial Consultant jobs are:
What states have the most Senior Financial Consultant jobs? States with the most job openings for Senior Financial Consultant jobs include:
Infographic showing various Senior Financial Consultant job openings in the United States as of July 2026, with employment types broken down into 2% Locum Tenens, 87% Full Time, 7% Part Time, and 4% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $113,919 per year, or $54.8 per hour.
Senior Financial Consultant | Finance [COC0041238]

Senior Financial Consultant | Finance [COC0041238]

ProSidian Consulting

Charlotte, NC โ€ข On-site, Remote

$113K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 5 days ago


Job description

Company Description

ProSidian is a Management and Operations Consulting Services Firm focusing on providing value to clients through tailored solutions based on industry leading practices.ย  ProSidian services focus on the broad spectrum of Risk Management, Compliance, Business Process, IT Effectiveness, Energy & Sustainability, and Talent Management.ย  We help forward thinking clients solve problems and improve operations.ย 

Launched by former Big 4 Management Consultants; our multidisciplinary teams bring together the talents of nearly 190 professionals globally to complete a wide variety of engagements for Private Companies, Fortune 1,000 Enterprises, and Government Agencies of all sizes.ย  Our Services are deployed across the enterprise, target drivers of economic profit (growth, margin and efficiency), and are aligned at the intersections of assets, processes, policies and people delivering value.ย 

ProSidian clients represent a broad spectrum of industries to include but are not limited to Energy, Manufacturing, Chemical, Retail, Healthcare, Telecommunications, Hospitality, Pharmaceuticals, Banking & Financial Services, Transportation, Federal and State Government Agencies.ย  Learn More About ProSidian Consulting at www.ProSidian.com.

Job Description

ProSidian Seeks a Senior Financial Consultant | Finance [COC0041238] for Program Support on a Exempt 1099 Contract: No Overtime Pay Basis Technical Element generally located across the CONUS - Charlotte, NC Across The Mid Atlantic Region supporting 0

We seek 238 candidates with relevant Government And Public Services Sector Experience (functional and technical area expertise also ideal) to support professional services engagement for Government And Public Services Sector Clients such as COC. This as a Technical Element or Contract W-2 (IRS-1099) Finance Functional Area Professional - Financial Consulting Services Position; however, ProSidian reserves the right to convert to a Full-Time ProSidian employed W-2 Position.

JOB OVERVIEW

Provide services and support as a Financial Consulting Services (Senior Financial Consultant) in the Government And Public Services Industry Sector focussing on Human Capital Solutions for clients such as City of Charlotte (COC) | Charlotte Cooperative Purchasing Alliance (CCPA) Generally Located In CONUS - Charlotte, NC and across the Mid Atlantic Region (Of Country/World).

RESPONSIBILITIES AND DUTIES - Senior Financial Consultant | Finance [COC0041238]

Analyze complex financial data and trends.

Advise on investment strategies and risk management.

Prepare and present high-level reports.

The role(s) are located in the Mid Atlantic Region is at or near CONUS - Charlotte, NC.ย  Initially identified Work Site Address (Subject to Change or Working Remotely):ย  633 East 4th Street

Charlotte, NC 28202

Qualifications

ProSidian Seeks a Senior Financial Consultant | Finance [COC0041238] for Program Support on a Exempt 1099 Contract: No Overtime Pay Basis Technical Element generally located across the CONUS - Charlotte, NC Across The Mid Atlantic Region supporting 0

We seek 238 candidates with relevant Government And Public Services Sector Experience (functional and technical area expertise also ideal) to support professional services engagement for Government And Public Services Sector Clients such as COC. This as a Technical Element or Contract W-2 (IRS-1099) Finance Functional Area Professional - Financial Consulting Services Position; however, ProSidian reserves the right to convert to a Full-Time ProSidian employed W-2 Position.

JOB OVERVIEW

Provide services and support as a Financial Consulting Services (Senior Financial Consultant) in the Government And Public Services Industry Sector focussing on Human Capital Solutions for clients such as City of Charlotte (COC) | Charlotte Cooperative Purchasing Alliance (CCPA) Generally Located In CONUS - Charlotte, NC and across the Mid Atlantic Region (Of Country/World).

RESPONSIBILITIES AND DUTIES - Senior Financial Consultant | Finance [COC0041238]

Analyze complex financial data and trends.

Advise on investment strategies and risk management.

Prepare and present high-level reports.

The role(s) are located in the Mid Atlantic Region is at or near CONUS - Charlotte, NC.ย  Initially identified Work Site Address (Subject to Change or Working Remotely):ย  633 East 4th Street

Charlotte, NC 28202

Desired Qualifications For Senior Financial Consultant | Finance [COC0041238] (COC0041238) Candidates:

7+ years in financial consulting or senior analysis.

Education / Experience Requirements / Qualifications

Bachelor's degree required; MBA or CFA preferred.

7+ years in financial consulting or senior analysis.

This position aligns with functional/technical service requirements and client engagements in the Government And Public Services Client Industry Sector: Government And Public Services (GPS) Sector Group: Driving Excellence In Service Delivery Through Government And Public Services Innovation And Partnership.ย ย  Senior Financial Consultant | Finance [COC0041238] Candidates shall work to support requirements forย  Finance Functional Area Services and shallย  work as a Senior Financial Consultant | Finance [COC0041238].

Skills Required

Primarily focused on Professional and Management Development Training initiatives and aligned with 238 activities 238 Functional Area Activities.ย 

Strategic analysis, forecasting, presentation skills.

Competencies Required

  • Leadership, critical thinking, decision-making.
  • ย 

Ancillary Details Of The Roles

  • May lead financial transformation projects.
  • ย 
  • Advises on mergers, acquisitions, or large contracts.
  • ย 

Other Details

Works directly with executive leadership.

#TechnicalCrossCuttingJobs #Consulting #Government And Public Services #GovernmentSupportServices #ProfessionalAnalyticalSupportย  #Jugaad #Copitas #PokaYoke

Additional Information

As a condition of employment, all employees are required to fulfill all requirements of the roles for which they are employed; establish, manage, pursue, and fulfill annual goals and objectives with at least three (3) Goals for each of the firms Eight Prosidian Global Competencies [1 - Personal Effectiveness | 2 - Continuous Learning | 3 - Leadership | 4 - Client Service | 5 - Business Management | 6 - Business Development | 7 - Technical Expertise | 8 - Innovation & Knowledge Sharing (Thought Leadership)]; and to support all business development and other efforts on behalf of ProSidian Consulting.

CORE COMPETENCIES

Teamwork - ability to foster teamwork collaboratively as a participant, and effectively as a team leader
Leadership - ability to guide and lead colleagues on projects and initiatives
Business Acumen - understanding and insight into how organizations perform, including business processes, data, systems, and people
Communication - ability to effectively communicate to stakeholders of all levels orally and in writing
Motivation - persistent in pursuit of quality and optimal client and company solutions
Agility - ability to quickly understand and transition between different projects, concepts, initiatives, or work streams
Judgment - exercises prudence and insight in decision-making process while mindful of other stakeholders and long-term ramifications
Organization - ability to manage projects and activity, and prioritize tasks
----------- ------------ ------------

OTHER REQUIREMENTS

Business Tools -ย ย understanding and proficiency with business tools and technology, including Microsoft Office. The ideal candidate is advanced with Excel, Access, Outlook, PowerPoint and Word, and proficient with Adobe Acrobat, data analytic tools, and Visio with the ability to quickly learn other tools as necessary.
Commitment - to work with smart, interesting people with diverse backgrounds to solve the biggest challenges across private, public and social sectors
Curiosity - the ideal candidate exhibits an inquisitive nature and the ability to question the status quo among a community of people they enjoy and teams that work well together
Humility - exhibits grace in success and failure while doing meaningful work where skills have impact and make a difference
Willingness - to constantly learn, share, and grow and to view the world as their classroom
------------ ------------ ------------

BENEFITS AND HIGHLIGHTS

ProSidian Employee Benefits and Highlights: Your good health and well-being are important to ProSidian Consulting. At ProSidian, we invest in our employees to help them stay healthy and achieve work-life balance. That's why we are also pleased to offer the Employee Benefits Program, designed to promote your health and personal welfare. Our growing list of benefits currently include the following for Full Time Employees:

Competitive Compensation: Pay range begins in the competitive ranges with Group Health Benefits, Pre-tax Employee Benefits, and Performance Incentives. For medical and dental benefits, the Company contributes a fixed dollar amount each month towards the plan you elect. Contributions are deducted on a Pre-tax basis.
Group Medical Health Insurance Benefits: ProSidian partners with BC/BS, to offer a range of medical plans, including high-deductible health plans or PPOs. ||| Group Dental Health Insurance Benefits: ProSidian dental carriers - Delta, Aetna, Guardian, and MetLife.
Group Vision Health Insurance Benefits: ProSidian offers high/low vision plans through 2 carriers: Aetna and VSP.
401(k) Retirement Savings Plan: 401(k) Retirement Savings Plans help you save for your retirement for eligible employees. A range of investment options are available with a personal financial planner to assist you. The Plan is a pre-tax Safe Harbor 401(k) Retirement Savings Plan with a company match.
Vacation and Paid Time-Off (PTO) Benefits: Eligible employees use PTO for vacation, a doctor's appointment, or any number of events in your life. Currently these benefits include Vacation/Sick days - 2 weeks/3 days | Holidays - 10 ProSidian and Government Days are given.
Pre-Tax Payment Programs: Pre-Tax Payment Programs currently exist in the form of a Premium Only Plan (POP). These Plans offer a full Flexible Spending Account (FSA) Plan and a tax benefit for eligible employees.
Purchasing Discounts & Savings Plans: We want you to achieve financial success. We offer a Purchasing Discounts & Savings Plan through The Corporate Perks Benefit Program. This provides special discounts for eligible employees on products and services you buy on a daily basis.
Security Clearance: Due to the nature of our consulting engagements there are Security Clearance requirements for Engagement Teams handling sensitive Engagements in the Federal Marketplace. A Security Clearance is a valued asset in your professional portfolio and adds to your credentials.
ProSidian Employee & Contractor Referral Bonus Program: ProSidian Consulting will pay up to 5k for all referrals employed for 90 days for candidates submitted through our Referral Program.
Performance Incentives: Due to the nature of our consulting engagements there are performance incentives associated with each new client that each employee works to pursue and support.
Flexible Spending Account: FSAsย ย help you pay for eligible out-of-pocket health care and dependent day care expenses on a pre-tax basis. You determine your projected expenses for the Plan Year and then elect to set aside a portion of each paycheck into your FSA.
Supplemental Life/Accidental Death and Dismemberment Insurance: If you want extra protection for yourself and your eligible dependents, you have the option to elect supplemental life insurance. D&D covers death or dismemberment from an accident only.
Short- and Long-Term Disability Insurance: Disability insurance plans are designed to provide income protection while you recover from a disability.
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ADDITIONAL INFORMATION - See Below Instructions On The Best Way To Apply

ProSidian Consulting is an equal opportunity employer and considers qualified applicants for employment without regard to race, color, creed, religion, national origin, sex, sexual orientation, gender identity and expression, age, disability, or Vietnam era, or other eligible veteran status, or any other protected factor. All your information will be kept confidential according to EEO guidelines.

ProSidian Consulting has made a pledge to the Hiring Our Heroes Program of the U.S. Chamber of Commerce Foundation and the "I Hire Military" Initiative of The North Carolina Military Business Center (NCMBC) for the State of North Carolina. All applicants are encouraged to apply regardless of Veteran Status.

Furthermore, we believe in "HONOR ABOVE ALL"ย ย - be successful while doing things the right way. The pride comes out of the challenge; the reward is excellence in the work.

FOR EASY APPLICATION USE OUR CAREER SITE LOCATED ON http://www.ProSidian.com/ OR SEND YOUR RESUME'S, BIOS, AND SALARY EXPECTATION / RATES TO CAREERS @ PROSIDIAN.COM.

ONLY CANDIDATES WITH REQUIRED CRITERIA ARE CONSIDERED.

Be sure to place the job reference code in the subject line of your email.ย ย Be sure to include your name, address, telephone number, total compensation package, employment history, and educational credentials.

Risk Management | Compliance | Business Processes | IT Effectiveness | Engineering | Environmental | Sustainability | Human Ca...


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About ProSidian Consulting

Sourced by ZipRecruiter

ProSidian is a management and operations consulting firm with a reputation for its strong national practice spanning six solution areas including Risk Management, Energy & Sustainability, Compliance, Business Process, IT Effectiveness, and Talent Management. We help clients improve their operations. Linking strategy to execution, ProSidian assists client leaders in maximizing company return on investment capital through design and execution of operations core to delivering value to customers. Visit www.ProSidian.com or follow the company on Twitter at www.twitter.com/ProSidianfor more information.

Industry

Business schools and computer and management training

Company size

11 - 50 Employees

Headquarters location

Charlotte, NC, US

Year founded

2004

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