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Vp Financial Consultant Jobs (NOW HIRING)

... VP, Financial Consultant- Monarch Beach (Dana Point), CAVice President, Compliance Officer - Anti-Financial Crime Newport Beach, CA $137,500.00-$195,000.00 3 months ago Irvine, CA $70,000.00-$80,000 ...

Vice President Financial Aid Office of the Chief Operating Officer Exempt, Regular, Full-Time The Vice President Financial Aid (VP) will provide executive leadership and strategic direction for the ...

VP, FP&A Department: Finance Employment Type: Full Time Location: Austin, TX Description The VP, FP&A leads the Company's financial planning, forecasting, performance management, and decision-support ...

Position Description The VP FP&A reports directly to the CFO and provides leadership and oversight of all financial planning, budgeting, forecasting and financial reporting processes. The VP will ...

Vice President of Financial Reporting Job Type : Full-time Exempt Reports to : Chief Financial Officer Location : Austin, TX (Corporate Headquarters located in the Domain) In Office At Citizens, Inc ...

Vice President, FP&A Compensation: $200,000 - $250,000, dependent on experience, plus bonus. This is a hybrid position based in Boston, MA; on-site collaboration is essential, and candidates must be ...

Vice President, FP&A Compensation: $200,000 - $250,000, dependent on experience, plus bonus. This is a hybrid position based in Boston, MA; on-site collaboration is essential, and candidates must be ...

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Showing results 1-20

Vp Financial Consultant information

See salary details

$45.5K

$103.9K

$174K

How much do vp financial consultant jobs pay per year?

As of Aug 3, 2026, the average yearly pay for vp financial 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 Vp Financial Consultant vs Financial Advisor?

AspectVp Financial ConsultantFinancial Advisor
CredentialsCFP, CFA, Series 7/66CFP, Series 7/66 often preferred
Work EnvironmentCorporate, financial institutions, investment firmsIndependent, bank, or firm-based
Employer & IndustryFinancial services, banking, investment firmsWealth management, banks, independent firms
Primary FocusDeveloping financial strategies, managing portfoliosProviding personalized financial planning and advice

While both roles involve financial planning and investment management, Vp Financial Consultants typically work within corporate or institutional settings focusing on portfolio strategies, whereas Financial Advisors often work directly with individual clients to develop personalized financial plans.

What are some common challenges faced by VP Financial Consultants when managing client portfolios?

VP Financial Consultants often encounter challenges such as balancing diverse client investment goals, navigating volatile markets, and ensuring compliance with regulatory requirements. They must stay abreast of market trends and adapt strategies quickly to protect and grow client assets. Effective communication and relationship management are key, as clients may have varying risk tolerances and expectations regarding performance. Collaborating with research teams and internal specialists also requires strong organizational skills to provide well-rounded financial solutions.

What does a VP Financial Consultant do?

A VP Financial Consultant is a senior financial advisor who works with clients to provide guidance on investments, wealth management, retirement planning, and other financial strategies. They typically manage high-value client portfolios, develop customized financial plans, and stay informed about market trends to make informed recommendations. In addition to advising clients, they may also lead teams, mentor junior consultants, and help grow the firm's client base. Their goal is to help clients achieve their financial objectives while managing risk effectively.

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

To thrive as a VP Financial Consultant, you need deep expertise in financial planning, investment strategies, and client portfolio management, typically supported by a bachelor’s degree in finance or a related field and relevant certifications like the CFP or CFA. Familiarity with financial analysis software, CRM platforms, and regulatory compliance systems is essential. Exceptional interpersonal skills, strategic thinking, and the ability to build trust with clients set top performers apart. These skills and qualities are crucial to delivering tailored financial solutions, fostering lasting client relationships, and driving business growth.
What cities are hiring for Vp Financial Consultant jobs? Cities with the most Vp Financial Consultant job openings:
What are the most commonly searched types of Financial Consultant jobs? The most popular types of Financial Consultant jobs are:
What states have the most Vp Financial Consultant jobs? States with the most job openings for Vp Financial Consultant jobs include:
Infographic showing various Vp Financial Consultant job openings in the United States as of July 2026, with employment types broken down into 1% Locum Tenens, 1% As Needed, 87% Full Time, 7% Part Time, and 4% Contract. Highlights an 88% Physical, 4% Hybrid, and 8% Remote job distribution, with an average salary of $103,877 per year, or $49.9 per hour.

VP of Commercial Finance (Orange)

Conexus

Orange, CA • On-site

$190K - $220K/yr

Full-time

Medical, Vision, Retirement

This job post has expired today. Applications are no longer accepted.


Job description

14 hours ago Be among the first 25 applicants

This range is provided by Conexus. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$190,000.00/yr - $220,000.00/yr

Title: VP of Commercial Finance

Compensation: $190,000 - $220,000 + Bonus

Location: Orange, CA 92856 (Hybrid)

Email your word document resume to sara.m@conexusrecruiting.com and reference the subject VP of Commercial Finance

About the role:

Our CPG client is looking for their next VP of Commercial Finance to oversee financial planning, forecasting, and budgeting for all commerical functions. This individual will partner with the Chief Commerical Officer and other Executives within Sales and Marketing. Their ideal candidate must hold a Sr. Manager or Director of Commercial Finance or Sales Finance title in Consumer Goods or a similar industry.

  • Hybrid Work Schedule
  • Competitive Benefits Package

Responsibilities

  • Oversee all aspects of the Company’s finance function, including financial reporting, internal controls, and compliance with all regulatory requirements
  • Serve as the primary finance business partner to the Chief Commercial Officer, Head of Sales, and Head of Marketing, providing financial leadership and strategic insights.
  • Oversee the financial planning, budgeting, and forecasting processes for all commercial activities, including sales, marketing, and trade spending.
  • Develop and implement key performance indicators (KPIs) and reporting dashboards to monitor commercial performance across all channels (retail, e-commerce, Amazon).
  • Conduct in-depth profitability analysis by customer, channel, product, and promotion to identify opportunities for revenue growth and margin expansion.
  • Collaborate with sales and marketing teams to evaluate promotional effectiveness, ensuring optimal ROI on all trade investments
  • Develop models for forecasting trade spend liabilities and analyzing their impact on gross-to-net revenue.
  • Evaluate market trends, pricing, and internal cost structures to develop and recommend optimal pricing strategies across all sales channels.
  • Evaluate the financial impact of new product introductions and pricing changes.
  • Build partnerships and relationships, internally across the organization and externally, that lead to the highest levels of collaboration and effectiveness
  • Drive thought leadership in process improvement to scale forecasting and reporting tools, procedures, and methodologies

Qualifications:

  • BA/BS in Business, Accounting or Finance (Master’s Degree preferred)
  • CPG or similar industry experience is required.
  • 9+ years’ experience in Commercial Finance or Sales Finance is required.
  • Advanced experience with FP&A tools, specifically Adaptive Planning or Planful, is required.
  • Advanced proficiency in data visualization tools, particularly Power BI, is required.

Email your word document resume to sara.m@conexusrecruiting.com and reference the subject VP of Commercial Finance

Seniority level
  • Seniority levelDirector
Employment type
  • Employment typeFull-time
Job function
  • Job functionAccounting/Auditing, Finance, and Strategy/Planning
  • IndustriesStaffing and Recruiting, Retail, and Manufacturing

Referrals increase your chances of interviewing at Conexus by 2x

Inferred from the description for this job

401(k)

Medical insurance

Vision insurance

Paid maternity leave

Disability insurance

Paid paternity leave

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