Financial Consultant Jobs
Financial Consultant jobs are open across wealth management, banking, insurance, and corporate finance, from entry-level associate to senior and principal roles, with specializations in retirement planning, investment advisory, and tax strategy. Find a role that fits from the openings below and apply directly.
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Showing 5 of 575+ Financial Consultant jobs
San Francisco, United States of America | Full time | Hybrid | R1567612
JOB DESCRIPTION
The IQVIA Financial Institutions Consulting group (FIC) focuses on partnering with Global Financial Investors (e.g., Private Equity, Venture Capital, Hedge Funds) and corporate clients (e.g., Biopharma companies) on M&A, investment, and strategic engagements. IQVIA FIC supports investment decisions across the healthcare/life sciences sector and offers value-creation partnerships that maximize ROI and generate significant business pull-through for IQVIA. As such, the IQVIA FIC team engages with healthcare/life sciences investors globally to provide expertise and support on strategy, commercial due diligence, company/target screening, carve-outs, divestments, portfolio company value creation, and other business development engagements.
YOUR CHALLENGE
As a Principal within the IQVIA FIC team, you will take on a significant role that focuses primarily on client/project leadership, business development, and firm/operational leadership. This includes delivering outstanding client service, while building trusted relationships with new and existing clients that enhance the IQVIA FIC brand. This role requires sales and delivery experience. Success will be measured by the ability take on delivery of larger and more complex projects, while selling new business and creating long-term, strategic partnerships for the firm through flawless delivery.
RESPONSIBILITIES:
Develop and deliver insightful, value-added strategies that address complex client issues.
Create and elevate new business opportunities and identify new revenue opportunities with existing and new client organizations by cultivating a significant network within the PE, VC Hedge Fund, Emerging Biopharma (EBP) communities.
Actively participate in proposal development and ongoing pre-sales meetings with potential new client organizations.
Function as principal owner of client engagements; ultimate responsibility for client satisfaction and deliver high levels of quality/added value.
Provide follow-up with clients after project deliverables have been completed to ensure client satisfaction.
Allocate direction, advice, and intellectual leadership to clients and delivery teams.
Provide high level input and ensure development of client reports and presentations.
Ability to deliver all or significant portions of insights / findings to clients.
Remain current on industry / competitive trends and competitors in order to anticipate and identify new business challenges and issues with assigned clients.
Contribute to the enhanced awareness of IQVIA FIC Thought Leadership and services offerings in the marketplace through speaking engagements, client meetings, publications, etc.
Attend key investor conferences to follow-up with current and cultivate new clients
Serve as Designated Lead (DL) for junior team members for mentoring & performance reviews
THE SUCCESSFUL CANDIDATE will have:
Experience as the owner of extraordinary client relationship management and delivery with financial investors in healthcare/life sciences (Private Equity / Venture Capital / Hedge Fund) and Biopharma.
Proven capability to identify new revenue opportunities with existing clients.
Solid team player with identified people development skills and management experience.
Proven success in business development, selling complex strategy and operations engagements.
Pharmaceutical/Life Sciences strategy experience, selling due diligence, valuation, and strategy work.
Senior level solution selling - Proven ability to build relationships, identify client pain points, and develop custom solutions at the CEO/COO/CFO level (ideally providing comprehensive and authoritative knowledge in strategy, due diligence and transaction advisory solutions demonstrated through speaking, writing, and general eminence).
Global and US Private Equity/VC network knowledge - Has the experience to craft client strategies that are specific to international geography.
Good understanding of financial statements & corporate finance including P&L, Balance Sheet, and Cash Flow management.
Development of internal & external key Thought Leadership initiatives
MINIMUM REQUIRED EXPERIENCE & EDUCATION:
Bachelor’s degree is required, advanced degree highly preferred.
11+ years’ experience in strategy consulting, Life Sciences corporate development, or within a financial institution (Private Equity, Venture Capital, Hedge Fund) with a focus on M&A / commercial due diligence / landscape PoVs / deal advisory and integration strategy within the pharmaceutical and/or healthcare sector.
Evidence of career progression in consulting and/or transaction advisory roles.
Knowledge of consulting methodologies, tools, and techniques.
Located near and work in either NYC, Boston, or San Francisco to provide office leadership
IQVIA is a leading global provider of clinical research services, commercial insights and healthcare intelligence to the life sciences and healthcare industries. We create intelligent connections to accelerate the development and commercialization of innovative medical treatments to help improve patient outcomes and population health worldwide. Learn more at https://jobs.iqvia.com
IQVIA is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other status protected by applicable law. https://jobs.iqvia.com/eoe
IQVIA is committed to integrity in our hiring process and maintains a zero tolerance policy for candidate fraud. All information and credentials submitted in your application must be truthful and complete. Any false statements, misrepresentations, or material omissions during the recruitment process will result in immediate disqualification of your application, or termination of employment if discovered later, in accordance with applicable law. We appreciate your honesty and professionalism.
The potential base pay range for this role, when annualized, is $143,800.00 - $400,400.00. The actual base pay offered may vary based on a number of factors including job-related qualifications such as knowledge, skills, education, and experience; location; and/or schedule (full or part-time). Dependent on the position offered, incentive plans, bonuses, and/or other forms of compensation may be offered, in addition to a range of health and welfare and/or other benefits.Where you'll work
Hybrid
You’ll split your time between home and the office, giving you the flexibility to focus where you work best while still building strong in-person connections with your team. This model combines the autonomy of remote work with the collaboration, energy and resources of an office environment.
Culture
Culture at IQVIA is built on a shared belief: that when people are empowered with better data, smarter technology and deeper expertise, they can change what’s possible for patients. Across every team and every corner of the globe, you’ll find colleagues who genuinely care — about the mission and about each other. That’s what makes this a place where people tend to stay, grow and do the best work of their careers.
San Francisco, United States of America | Full time | Hybrid | R1567612
JOB DESCRIPTION
The IQVIA Financial Institutions Consulting group (FIC) focuses on partnering with Global Financial Investors (e.g., Private Equity, Venture Capital, Hedge Funds) and corporate clients (e.g., Biopharma companies) on M&A, investment, and strategic engagements. IQVIA FIC supports investment decisions across the healthcare/life sciences sector and offers value-creation partnerships that maximize ROI and generate significant business pull-through for IQVIA. As such, the IQVIA FIC team engages with healthcare/life sciences investors globally to provide expertise and support on strategy, commercial due diligence, company/target screening, carve-outs, divestments, portfolio company value creation, and other business development engagements.
YOUR CHALLENGE
As a Principal within the IQVIA FIC team, you will take on a significant role that focuses primarily on client/project leadership, business development, and firm/operational leadership. This includes delivering outstanding client service, while building trusted relationships with new and existing clients that enhance the IQVIA FIC brand. This role requires sales and delivery experience. Success will be measured by the ability take on delivery of larger and more complex projects, while selling new business and creating long-term, strategic partnerships for the firm through flawless delivery.
RESPONSIBILITIES:
Develop and deliver insightful, value-added strategies that address complex client issues.
Create and elevate new business opportunities and identify new revenue opportunities with existing and new client organizations by cultivating a significant network within the PE, VC Hedge Fund, Emerging Biopharma (EBP) communities.
Actively participate in proposal development and ongoing pre-sales meetings with potential new client organizations.
Function as principal owner of client engagements; ultimate responsibility for client satisfaction and deliver high levels of quality/added value.
Provide follow-up with clients after project deliverables have been completed to ensure client satisfaction.
Allocate direction, advice, and intellectual leadership to clients and delivery teams.
Provide high level input and ensure development of client reports and presentations.
Ability to deliver all or significant portions of insights / findings to clients.
Remain current on industry / competitive trends and competitors in order to anticipate and identify new business challenges and issues with assigned clients.
Contribute to the enhanced awareness of IQVIA FIC Thought Leadership and services offerings in the marketplace through speaking engagements, client meetings, publications, etc.
Attend key investor conferences to follow-up with current and cultivate new clients
Serve as Designated Lead (DL) for junior team members for mentoring & performance reviews
THE SUCCESSFUL CANDIDATE will have:
Experience as the owner of extraordinary client relationship management and delivery with financial investors in healthcare/life sciences (Private Equity / Venture Capital / Hedge Fund) and Biopharma.
Proven capability to identify new revenue opportunities with existing clients.
Solid team player with identified people development skills and management experience.
Proven success in business development, selling complex strategy and operations engagements.
Pharmaceutical/Life Sciences strategy experience, selling due diligence, valuation, and strategy work.
Senior level solution selling - Proven ability to build relationships, identify client pain points, and develop custom solutions at the CEO/COO/CFO level (ideally providing comprehensive and authoritative knowledge in strategy, due diligence and transaction advisory solutions demonstrated through speaking, writing, and general eminence).
Global and US Private Equity/VC network knowledge - Has the experience to craft client strategies that are specific to international geography.
Good understanding of financial statements & corporate finance including P&L, Balance Sheet, and Cash Flow management.
Development of internal & external key Thought Leadership initiatives
MINIMUM REQUIRED EXPERIENCE & EDUCATION:
Bachelor’s degree is required, advanced degree highly preferred.
11+ years’ experience in strategy consulting, Life Sciences corporate development, or within a financial institution (Private Equity, Venture Capital, Hedge Fund) with a focus on M&A / commercial due diligence / landscape PoVs / deal advisory and integration strategy within the pharmaceutical and/or healthcare sector.
Evidence of career progression in consulting and/or transaction advisory roles.
Knowledge of consulting methodologies, tools, and techniques.
Located near and work in either NYC, Boston, or San Francisco to provide office leadership
IQVIA is a leading global provider of clinical research services, commercial insights and healthcare intelligence to the life sciences and healthcare industries. We create intelligent connections to accelerate the development and commercialization of innovative medical treatments to help improve patient outcomes and population health worldwide. Learn more at https://jobs.iqvia.com
IQVIA is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other status protected by applicable law. https://jobs.iqvia.com/eoe
IQVIA is committed to integrity in our hiring process and maintains a zero tolerance policy for candidate fraud. All information and credentials submitted in your application must be truthful and complete. Any false statements, misrepresentations, or material omissions during the recruitment process will result in immediate disqualification of your application, or termination of employment if discovered later, in accordance with applicable law. We appreciate your honesty and professionalism.
The potential base pay range for this role, when annualized, is $143,800.00 - $400,400.00. The actual base pay offered may vary based on a number of factors including job-related qualifications such as knowledge, skills, education, and experience; location; and/or schedule (full or part-time). Dependent on the position offered, incentive plans, bonuses, and/or other forms of compensation may be offered, in addition to a range of health and welfare and/or other benefits.Where you'll work
Hybrid
You’ll split your time between home and the office, giving you the flexibility to focus where you work best while still building strong in-person connections with your team. This model combines the autonomy of remote work with the collaboration, energy and resources of an office environment.
Culture
Culture at IQVIA is built on a shared belief: that when people are empowered with better data, smarter technology and deeper expertise, they can change what’s possible for patients. Across every team and every corner of the globe, you’ll find colleagues who genuinely care — about the mission and about each other. That’s what makes this a place where people tend to stay, grow and do the best work of their careers.
Financial Consultant Jobs by Experience Level
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Find Financial Consultant JobsFinancial Consultant Job Market
Who's Hiring
- Wealthbridge Financial143
- Ryder System55
- Fidelity Investments43
- Guidehouse26
- EY13
Top Industries Hiring
- Banking & Financial Services21
- Insurance11
- Investment & Asset Management8
- Consulting & Professional Services6
- Accounting & Auditing4
What Employers Look For
The qualifications that appear most often in financial consultant jobs.
- Bachelor's degree in finance, accounting, economics, or a closely related field
- Active Series 65, Series 7, or CFP certification depending on the advisory model
- Demonstrated experience building and managing client financial plans
- Proficiency in financial planning software such as eMoney, MoneyGuidePro, or similar platforms
- Strong record of client relationship management and business development
- Knowledge of tax planning, retirement accounts, and investment vehicle regulations
Tips for Your Financial Consultant Job Search
Tailor your resume for each specialization
A resume for a retirement planning role should emphasize client portfolio growth and plan design, while one targeting corporate finance consulting should lead with financial modeling and scenario analysis. Recruiters scan for the exact language in the job description, so mirror it deliberately.
Lead with credentials that signal credibility
CFP, CFA, or Series 65 licenses catch a hiring manager's eye before they read your work history. List active licenses prominently near your name, and if you're in progress on one, note your expected completion date to show forward momentum.
Target firms by their client model
Fee-only registered investment advisors, wirehouse brokers, and insurance-affiliated consultants hire for different skill sets and expect different sales orientations. Identify which model aligns with how you want to work before you apply, and filter your search accordingly.
Apply early to roles that fit
Migrate Mate lists financial consultant openings from across the United States in one place, so you can find roles that match and apply directly to each listing.
Quantify client impact on your resume
Generic phrases like 'managed client relationships' won't separate you in a competitive pool. Replace them with outcomes: assets under advisement, retention rates you improved, or revenue brought in through referrals. Concrete results give interviewers specific proof points to probe.
Prepare a case study for technical interviews
Many financial consultant interviews include a live scenario where you analyze a client's situation and recommend a strategy. Practice walking through a realistic planning case out loud, covering risk tolerance, tax implications, and product fit, so the structure feels natural under pressure.
Financial Consultant Jobs: Frequently Asked Questions
Which companies are hiring the most financial consultants?
The companies hiring the most financial consultants right now include Wealthbridge Financial, Ryder System, and Fidelity Investments, with the largest share of openings in Arizona, New York, and Texas, based on current listings on Migrate Mate as of September 2026. Demand is consistently strong at large wirehouse firms, regional banks, and independent registered investment advisors.
How many financial consultant jobs are remote?
About 85% of financial consultant openings are fully remote or hybrid as of September 2026, reflecting a shift toward virtual client meetings that accelerated in recent years. Financial planning roles tied to digital-first advisory platforms and fee-only practices tend to offer the most remote flexibility, while roles requiring in-person client relationship building remain largely on-site.
How do you become a financial consultant?
Start by earning a bachelor's degree in finance, accounting, or economics, then obtain a relevant license such as the Series 65 or Series 7 depending on the services you plan to offer. Many consultants pursue the CFP designation to deepen their planning credentials. From there, entry-level roles at advisory firms, banks, or insurance companies provide the client-facing experience needed to advance into independent or senior consulting positions.
Can you get hired as a financial consultant with little experience?
Yes, many firms hire candidates with limited direct experience if they hold relevant coursework, internships, or a freshly earned license such as the Series 65 or CFP candidate status. Positions labeled associate financial consultant, financial planning analyst, or client services associate often serve as structured entry points. Emphasizing any experience handling budgets, client communication, or financial analysis, even from internships or academic projects, strengthens your candidacy significantly.
What does the financial consultant interview process look like?
Most hiring processes begin with a recruiter phone screen focused on your background and licensing status. A second round typically involves a hiring manager interview covering your approach to client relationships and financial planning philosophy. Many firms then add a technical round or case study where you walk through a client scenario. Final rounds may include meetings with senior advisors or a panel focused on cultural fit and business development potential.
Where can I find and apply to financial consultant jobs?
You can find and apply to financial consultant jobs on Migrate Mate, which lists current openings from across the United States in one place. Search the listings to find roles that match your specialization, experience level, and preferred location, then apply directly to each listing that fits.
See All 575+ Financial Consultant Jobs
Find roles that match your experience and apply in just a few clicks.
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