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 1,465+ Financial Consultant jobs
Location: Phoenix, AZ
Requisition ID 2026-123094
Category Retail Branch
Position type Regular
Pay range USD $65,000.00 - $105,000.00 / Year
Application deadline 2026-07-01
Your opportunity
In addition to the salary range, this role is also eligible for bonus or incentive opportunities. Click the link below to review our Investment Professionals’ incentive structure.
Investment Professionals' Compensation | Charles Schwab (opens in new window)
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.
Schwab’s branch team is at the heart of our firm’s commitment to helping clients own their financial futures. In this exciting role, you’ll give clients financial guidance while forming lasting relationships built on trust, respect, and reaching a common goal. You’ll also have the ability to take charge of your own professional journey with our supportive, nurturing culture and diverse set of career opportunities.
As a Financial Consultant at Schwab, you will be procured with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time, you’ll grow your practice holistically through client asset consolidation, networking, and earning client referrals. If you currently have your securities license, enjoy working in a team setting, and share our passion for serving clients - this role is for you.
What you have
Required Qualifications:
- A valid and active FINRA Series 7 license required
- Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job.
Preferred Qualifications:
- Ability to build strong relationships, engage and encourage trust, and deepen the client relationship by implementing a focused client communication strategy, and exceeding client expectations.
- Strong candidates will also learn to leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your client’s progress toward achieving their goals.
- Openness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning.
- Ability to adapt and implement change as the market and business conditions evolve.
- Passion for community engagement to share and engage clients in discussion about market conditions, sound investing principles, and the ideal wealth and long-term investment strategies for their personal situation.
- Desire to provide an outstanding investor experience in addition to furthering your own professional development in Wealth Management.
What’s in it for you
At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact.
We offer a competitive benefits package that takes care of the whole you – both today and in the future:
- 401(k) with company match and Employee stock purchase plan
- Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
- Paid parental leave and family building benefits
- Tuition reimbursement
- Health, dental, and vision insurance
Eligible Schwabbies receive
- Medical, dental and vision benefits
- 401(k) and employee stock purchase plans
- Tuition reimbursement to keep developing your career
- Paid parental leave and adoption/family building benefits
- Sabbatical leave available after five years of employment
Location: Phoenix, AZ
Requisition ID 2026-123094
Category Retail Branch
Position type Regular
Pay range USD $65,000.00 - $105,000.00 / Year
Application deadline 2026-07-01
Your opportunity
In addition to the salary range, this role is also eligible for bonus or incentive opportunities. Click the link below to review our Investment Professionals’ incentive structure.
Investment Professionals' Compensation | Charles Schwab (opens in new window)
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.
Schwab’s branch team is at the heart of our firm’s commitment to helping clients own their financial futures. In this exciting role, you’ll give clients financial guidance while forming lasting relationships built on trust, respect, and reaching a common goal. You’ll also have the ability to take charge of your own professional journey with our supportive, nurturing culture and diverse set of career opportunities.
As a Financial Consultant at Schwab, you will be procured with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time, you’ll grow your practice holistically through client asset consolidation, networking, and earning client referrals. If you currently have your securities license, enjoy working in a team setting, and share our passion for serving clients - this role is for you.
What you have
Required Qualifications:
- A valid and active FINRA Series 7 license required
- Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job.
Preferred Qualifications:
- Ability to build strong relationships, engage and encourage trust, and deepen the client relationship by implementing a focused client communication strategy, and exceeding client expectations.
- Strong candidates will also learn to leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your client’s progress toward achieving their goals.
- Openness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning.
- Ability to adapt and implement change as the market and business conditions evolve.
- Passion for community engagement to share and engage clients in discussion about market conditions, sound investing principles, and the ideal wealth and long-term investment strategies for their personal situation.
- Desire to provide an outstanding investor experience in addition to furthering your own professional development in Wealth Management.
What’s in it for you
At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact.
We offer a competitive benefits package that takes care of the whole you – both today and in the future:
- 401(k) with company match and Employee stock purchase plan
- Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
- Paid parental leave and family building benefits
- Tuition reimbursement
- Health, dental, and vision insurance
Eligible Schwabbies receive
- Medical, dental and vision benefits
- 401(k) and employee stock purchase plans
- Tuition reimbursement to keep developing your career
- Paid parental leave and adoption/family building benefits
- Sabbatical leave available after five years of employment
See All 1,465+ Financial Consultant Jobs
Jump back to the full list of openings and apply to any financial consultant role that fits.
Find Financial Consultant JobsFinancial Consultant Job Market
A snapshot from current openings nationwide, updated as new roles post.
Who's Hiring
- Bank of America245
- First Command Financial Services155
- State Farm105
- LPL Financial72
- Equitable Advisors59
Top Industries Hiring
- Banking & Financial Services420
- Insurance342
- Investment & Asset Management261
- Consulting & Professional Services97
- Accounting & Auditing75
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 Bank of America, First Command Financial Services, and State Farm, with the largest share of openings in California, Texas, and New York, based on current listings on Migrate Mate as of June 2026. Demand is consistently strong at large wirehouse firms, regional banks, and independent registered investment advisors.
How many financial consultant jobs are remote?
About 15% of financial consultant openings are fully remote or hybrid as of June 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 1,465+ Financial Consultant Jobs
Jump back to the full list of openings and apply to any financial consultant role that fits.
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