Financial Consultant Jobs in California
Financial Consultant jobs in California are among the most actively recruited in the country, concentrated in wealth management, corporate finance, and financial planning across a range of levels from entry-level analysts through senior advisors. The largest hiring markets are San Francisco, Los Angeles, and San Diego, where firms like Wells Fargo, Charles Schwab, and Fidelity Investments maintain major California operations. Demand is strongest for consultants with expertise in tax planning, retirement planning, and ESG investment advisory. Find a role that fits below and apply directly.
Find Financial Consultant JobsOverview
Showing 5 of 36+ 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.
See All 36 Financial Consultant Jobs in California
Find roles in California that match your experience and apply in just a few clicks.
Find Financial Consultant JobsFinancial Consultant Jobs by City in California
Where California roles are concentrated, by current openings.
Financial Consultant Job Market in California
A snapshot from current California openings, updated as new roles post.
Who's Hiring
Top Industries Hiring
- Technology & Software
- Insurance
- Accounting & Auditing
- Investment & Asset Management
What California Employers Look For
The qualifications that appear most often in financial consultant jobs across California.
- Active FINRA Series 65 or Series 66 license required or obtained within 90 days
- Bachelor's degree in finance, economics, accounting, or a related field required
- CFP designation preferred or actively pursued for client-facing advisory roles
- Two or more years of experience in financial planning, investment management, or banking
- Proficiency with financial planning software such as eMoney, MoneyGuidePro, or Salesforce
- Strong communication skills and ability to present complex financial strategies to clients
Financial Consultant Jobs in California: Frequently Asked Questions
How do you become a financial consultant in California?
To become a financial consultant in California, you typically need a bachelor's degree in finance, economics, or accounting, followed by passing the FINRA Series 65 exam to register as an Investment Adviser Representative, which is required for fee-based advisory work in the state. California-based advisors who also sell securities products must register with the California Department of Financial Protection and Innovation. Many candidates pursue the CFP certification to improve their hiring prospects at California wealth management firms.
Which companies hire financial consultants in California?
Employers hiring financial consultants in California right now include Fidelity Investments, East West Bank, and Charles Schwab, based on current listings on Migrate Mate as of September 2026. California's concentration of high-net-worth individuals and large corporate headquarters means demand comes from both independent registered investment advisors and major national financial institutions with strong California footprints.
Which California cities have the most financial consultant jobs?
San Francisco, Irvine, and Pasadena account for the largest share of financial consultant openings in California. San Francisco leads because of its dense concentration of wealth management firms, venture-backed companies, and tech-sector clients with complex financial planning needs, while Los Angeles draws volume from entertainment industry clients, real estate, and large retail banking operations, and San Diego's openings are anchored by biotech, defense contractors, and a growing private wealth sector.
Are there remote financial consultant jobs in California?
Yes, and more than many client-facing financial roles allow. About 90% of financial consultant openings tied to California are remote or hybrid as of September 2026, reflecting broader adoption of virtual advisory platforms since the pandemic. Financial planning, portfolio review, and client reporting work travel well to remote arrangements, while new client acquisition and relationship-building roles tend to remain in-person or hybrid.
How can I get hired as a financial consultant in California with little or no experience?
The most realistic entry path is a client service associate or financial planning associate role at a California-based registered investment advisor or regional bank. Firms like Charles Schwab, Wells Fargo Advisors, and Fidelity Investments run structured new-associate programs at their California offices that train candidates without prior advisory experience. Earning the Series 65 license before applying gives a strong competitive edge, and candidates with backgrounds in accounting, banking operations, or insurance find lateral moves into junior consultant roles relatively accessible.
Where can I find and apply to financial consultant jobs in California?
You can find and apply to financial consultant jobs in California on Migrate Mate, which lists current California openings across the state's major markets and industries. Find the roles that fit your experience and specialization and apply directly from the listing.
See All 36 Financial Consultant Jobs in California
Find roles in California that match your experience and apply in just a few clicks.
Find Financial Consultant Jobs