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Senior Financial Consultant Jobs (NOW HIRING)

Deloitte

Financial Risk Senior Consultant

Atlanta, GA · On-site

$112K/yr

Share this job: Share: Share Financial Risk Senior Consultant with Facebook Share Financial Risk Senior Consultant with LinkedIn Share Financial Risk Senior Consultant with Twitter Caution against ...

kgs

Senior Technical Financial Consultant

Petersburg, VA · On-site

$114K/yr

The Senior Technical Financial Consultant will work closely with cross-functional teams to support the modernization and implementation of an SAP ERP solution across the Defense Commissary Agency ...

Procom Consultants Group

Sr. Financial Analyst

Richardson, TX · On-site

$77K - $96K/yr

... IT staffing/consulting company. Procom's areas of staffing expertise include: Application ... Someone who understands traceability skills. Sr. Financial Analyst Start Date ASAP Sr. Financial ...

kgs

Senior Technical Financial Consultant

Petersburg, VA · On-site

$114K/yr

The Senior Technical Financial Consultant will work closely with cross-functional teams to support the modernization and implementation of an SAP ERP solution across the Defense Commissary Agency ...

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How much do senior financial consultant jobs pay per year?

As of Sep 4, 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.

Senior Financial Consultant--Wealth Management (Warrenton/Middleburg/Front Royal)

Atlantic Union Bank

Warrenton, VA • On-site

$116K/yr

Full-time

Re-posted 18 days ago

Atlantic Union Bank rating

6.2

Company rating: 6.2 out of 10

Based on 7 frontline employees who took The Breakroom Quiz

154th of 174 rated banks

Job description

This position is responsible for providing investment solutions to individuals and businesses, managing client goals and objectives and maintaining client relationships. The Senior Financial Consultant position actively partners with Atlantic Union Bank branches.
Position Accountabilities
  • Counsel customers on investment related topics including retirement planning, tax planning, education planning, income management, risk management, suitability and investment objectives.
  • Adheres to Regulation Best Interest (Reg BI) and acts as a fiduciary for the client in all advisory relationships.
  • Acquire, expand and maintain client relationships through, business development, client networking and partnering with internal lines of business.
  • Purchase and sell securities to corporations, banks, individuals, partnerships, foundations or trust customers which meet their needs and/or when customer objectives change or need arises.
  • Annually develop and maintain a personal business plan that identifies revenue and asset under management growth goals, outlines partnership strategies with assigned bank branches, incorporates planning for target households, identifies ideas to prospect for new customers and further deepen relationships with existing customers.
  • Builds and maintains high quality relationships with clients and prospects.
  • Maintain and service current customer accounts by answering questions about the market, evaluating the customer's portfolio, giving investment recommendations and acting as a liaison with operational units.
  • Perform investment related research on products, the market and the economy.
  • Perform investment allocation analysis to evaluate customer portfolios
  • Incorporate new technology and solutions into their practice management.
  • Monitor production activity and ensure individual sales goals are met.
  • Represent the company within the community through various civic and non-profit organizations to promote and develop new business.
  • Understands and communicates their value proposition to clients, prospects and partners.
  • Educate and engage local Atlantic Union Bank branch team members through use of huddles, individual coaching and providing feedback on referrals received.
  • Partner with branch and other line of business teammates when non-investment needs are identified.
  • Adhere to all company policies, procedures and practices, as well as applicable laws and regulations governing bank, Atlantic Union Financial Consultants and products offered.

Organizational Relationship
This position reports to the AUFC Managing Director with a dotted line to the AUFC Branch Manager
Position Qualifications
Education & Experience
  • Bachelor's degree, in a business related discipline preferred
  • Minimum of five years of experience in investment services industry.
  • FINRA registrations to include Series 7 and Series 66 (or Series 63and 65 in lieu of Series 66) and State of Virginia life insurance and annuities licenses.
  • AWMA or CFP designations preferred.

Knowledge & Skills
  • In-depth knowledge of investment concepts, terminology, procedures and related regulations,
  • Demonstrated ability to sell and negotiate financial products.
  • Proficient computer skills relevant to Microsoft Office Suites and on-line systems.
  • Advanced math and analytical skills with the ability to perform complex mathematical calculations.
  • Excellent customer service skills.
  • Excellent written, oral, interpersonal, and negotiating skills with the ability to recognize and respond to sales opportunities and deliver persuasive sales presentations,
  • Ability to work with minimum supervision.

Learn more about our Atlantic Union Financial Consultants division here: https://www.raymondjames.com/aufc/
This role is a commission based opportunity. This position is also eligible to participate in either an applicable incentive compensation plan for the position or a discretionary profit sharing bonus program. General information on our comprehensive benefits package can be found by visiting https://www.atlanticunionbank.com/about/careers/benefits.
We are proud to be an Equal Employment Opportunity employer. We maintain a drug-free workplace.
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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