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Senior Financial Consultant Jobs (NOW HIRING)

Charles Schwab Corporation

NY · On-site

$80 - $110/hr

... Sr. FC all along the way.You'llsupport the growth and management of an affluent wealth management ... Sr. Financial Consultant(s) * Ability to uncover and meet client needs and effectively manage ...

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How much do senior financial consultant jobs pay per year?

As of Sep 2, 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 are the key skills and qualifications needed to thrive as a senior financial consultant?

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.

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.

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 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 tailored solutions, and often hold certifications such as CFP or CFA to ensure professional standards. Their role involves working closely with clients to help achieve long-term financial goals and may require strong analytical skills and knowledge of financial tools and markets.
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Senior Financial Consultant jobs near you
Infographic showing various Senior Financial Consultant job openings in the United States as of August 2026, with employment types broken down into 85% Full Time, 13% Part Time, and 2% Contract. Highlights an 90% Physical, 3% Hybrid, and 7% Remote job distribution, with an average salary of $113,919 per year, or $54.8 per hour.

Financial Consultant Partner - Manhasset, NY

Charles Schwab Inc.

Manhasset, NY • On-site

$24.66 - $47.07/hr

Full-time

Re-posted 2 days ago

Job description

Your Opportunity
At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together.
As a Financial Consultant Partner (FCP), you are in the heart of the action, acting as a trusted partner to our Sr. Financial Consultants (FC) and their practice clients. Through your developed expertise, you will deepen new and existing client relationships, uncovering business development opportunities and learning from your Sr. FC all along the way. You'll support the growth and management of an affluent wealth management practice, providing exceptional service, advice, and relationship management. If you are a licensed financial professional with a passion for wealth management, and a desire to grow under the mentorship of a seasoned advisor, this could be the role for you.
What you have
Required Qualifications:
  • A valid and active Series 7 license is required (license may be obtained under a condition of employment through Branch Network Licensing Program)
  • A valid and active Series 66 (63/65) license required (license(s) may be obtained under a condition of employment)

Preferred Qualifications:
  • 3+ years of Financial Services Industry Experience
  • Strong written and verbal communication skills
  • Strong candidates will have a proven track record to handle several tasks simultaneously and effectively prioritize
  • Ability to identify new relationship development
  • Openness to build, refresh, and deliver financial plans for practice clients in partnership with your Sr. Financial Consultant(s)
  • Ability to uncover and meet client needs and effectively manage client expectations
  • Ability to build and maintain good cross-enterprise working relationships
  • Capability to become a Notary
  • Strong candidates will also gain experience updating and compiling client information through Schwab's internal customer relationship management (CRM) tool
  • Openness to manage local events, as needed

In addition to the salary range, this role is also eligible for bonus or incentive opportunities.

Apply