5,051 financial consultant jobs at 1,465 companies in United States
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Consultant - Financial Services
Charlotte, North Carolina, United States
$81k-$99k/yr HybridFull Time
0+ YOEForward-deployed business analyst for financial services using AI, analytics, and consulting tools; requires bachelor's degree, up to 2 years experience preferred, strong communication and analytical skills.
AI/GenAI, Microsoft Excel, Microsoft PowerPoint, Microsoft Visio, JIRA, Confluence, Microsoft Power BI, Tableau, SQL
3mo
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Financial Consultant
Iowa City, Iowa, United States
HybridFull Time
Bachelor's in finance or accounting; experience in financial consulting; strong analytical, communication, and client-relations skills; financial planning certifications a plus.
1mo
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Senior Consultant/Financial Consultant, IAS
Plano, Texas, United States
OnsiteFull Time
6+ YOEBachelor's degree in HR/Business, 6+ years absence management/benefits consulting, deep knowledge of FMLA/ADA, strong project management, Microsoft Office and HRIS experience, ability to lead teams and advise clients.
Microsoft Office Suite, Microsoft Excel, Microsoft PowerPoint, Microsoft Word, Workday, ADP, HRIS
2w
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Financial Consultant
Albuquerque, New Mexico, United States
$73k-$130k/yr HybridFull Time
3+ YOEBachelor's in finance/accounting/data analytics,3+ years FP&A/financial experience,advanced Excel skills,financial modeling,forecasting,variance analysis,and strong presentation and communication skills.
Microsoft Excel, Pivot Tables, X-Lookups, Power Query, Microsoft Power BI, Essbase, Planful, Oracle SmartView, PeopleSoft Financials
2w
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Senior Financial Consultant
Boston or Philadelphia or New York City or Hartford or Washington
$120k-$140k/yr HybridFull Time
8+ YOEBachelor's in business or quantitative field, minimum 8 years experience in health insurance consulting/underwriting/employee benefits, strong financial modeling and presentation skills, ability to supervise and travel.
2w
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Financial Consultant
Columbia, South Carolina, United States
$73k-$96k/yr HybridFull Time
3+ YOEProvide in-person and virtual financial counseling; obtain Series 7 and 63 and state life & health license within 120 days; 3+ years financial or related experience; university degree preferred.
4d
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Financial Consultant (Sales)
Dallas or Scottsdale or Charlotte or Malvern or Plano
HybridFull Time
3+ YOEUndergraduate degree or equivalent; 3+ years related experience, preferably financial services; book-of-business management, consultative sales, communication, problem-solving, MS Office, and required securities licenses.
Microsoft Office
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Financial Consultant
Ithaca, New York, United States
$66k-$109k/yr OnsiteFull Time
2+ YOEBachelor's degree in Finance/Economics/Business required, FINRA Series licenses and insurance licenses required, Bachelors 2+ years experience in financial advising/wealth management, proficiency with financial planning software, CRM, and MS Office.
financial planning software, CRM, MS Office, Word, Excel, PowerPoint, digital advisory platforms, financial technology tools, internet applications
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Financial Consultant
Albuquerque, New Mexico, United States
OnsitePart Time
3+ YOE3+ years related experience, high school diploma/GED, consultative sales approach, knowledge of teller and platform operations, accuracy with transactions, and strong communication skills.
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Financial Consultant - Financial Solutions Branch
Lone Tree, Colorado, United States
$74k-$105k/yr OnsiteFull Time
Active FINRA Series 7 and Series 66 (or 63/65) required, Life & Health insurance license within 120 days; preferably 5+ years financial experience; strong communication, consultative advisory skills, and ability to use Schwab systems.
Schwab platform
2d
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Financial Consultant
Michigan, United States
$90k-$110k/yr RemoteFull Time
5+ YOEBachelor's degree in accounting, business, finance, mathematics, statistics, or economics; senior-level finance experience; advanced financial modeling, forecasting, reporting, project, and analytical skills.
Microsoft Excel, Microsoft Office, Power BI, Adaptive Planning
1w
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Financial Consultant
Portland, Oregon, United States
$103k-$176k/yr HybridFull Time
5+ YOEBachelor's degree with accounting or finance coursework and five years of accounting or finance experience; advanced spreadsheet, database, financial analysis, presentation, and cross-functional collaboration skills required.
Microsoft Excel, IBM Cognos TM1, SQL, Axiom
3w
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Financial Consultant
Cambridge, Massachusetts, United States
$73k-$96k/yr HybridFull Time
3+ YOEProvide in-person and virtual financial counseling on retirement and investment products; obtain required licenses within 120 days; 3+ years experience preferred; strong communication and sales skills.
1mo
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Financial Consultant
Knoxville, Tennessee, United States
OnsiteFull Time
0.5+ YOEHigh school diploma/GED and 6+ months customer service or financial-institution experience; sales skills, computer literacy, excellent verbal/written communication, reliable attendance, professional appearance.
2w
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Financial Consultant
Minneapolis or Lafayette or Jacksonville
$137k-$205k/yr OnsiteFull Time
10+ YOEBachelor's degree with 10+ years finance/accounting (or advanced degree with 8+), deep IBP/FP&A experience, financial modeling, stakeholder management, and proficiency in Anaplan, OneStream, Enrich, Power BI, and Excel.
Anaplan, OneStream, Enrich, Power BI, Excel, Blue Yonder
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Financial Management Consultant
Columbus or Toledo or Akron or Cleveland
$83k-$125k/yr HybridFull Time
5+ YOE5+ years financial management consulting experience, bachelor’s in accounting/finance/engineering required, proficiency with Microsoft Office and financial modeling, utility/municipal experience preferred, travel up to 25%.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint
4d
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Financial Consultant
Boston or Atlanta
$40k-$67k/yr HybridFull Time
1+ YOEBachelor's degree preferred; 1–3 years of financial services experience, preferably phone or sales experience. FINRA SIE, Series 6, and Series 63 required; Series 65 required within six months.
Artificial Intelligence (AI)
3mo
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Financial Consultant
Dallas, Texas, United States
HybridFull Time
3+ YOE3+ years in financial services, client-facing or business development; active Series 65 or Series 7/66; Bachelor’s degree; proficient in Salesforce, Excel, and Microsoft 365; strong communication and sales track record.
Salesforce, Excel, Microsoft 365
1mo
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Financial Management Consultant
Columbus or Toledo or Akron or Cleveland
$83k-$125k/yr OnsiteFull Time
5+ YOE5+ years financial management consulting experience; Bachelor's in Accounting, Finance, or Engineering required; experience with financial modeling, utility rate studies, client engagement, and business development; travel up to 25%.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint
1mo
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Managing Consultant / Associate - Financial Services Operations & Technology
United States
$72k-$160k/yr RemoteFull Time
Prior consulting experience in financial services operations, banking or lending transformation; strong communication, analytical and client delivery skills; ability to travel to client sites; familiarity with AI-enabled delivery.
Claude, ChatGPT
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