Financial Consultant Jobs in Massachusetts
Financial Consultant jobs in Massachusetts are among the most active in the country, concentrated in wealth management, corporate financial planning, and insurance advisory, with openings at every level from entry-level associate through senior principal. Boston, Worcester, and Springfield anchor the hiring market, where firms like Fidelity Investments, MFS Investment Management, and State Street maintain large and enduring financial services workforces. The most in-demand specializations are retirement planning, portfolio advisory, and tax-efficient investment strategy. Find a role that fits below and apply directly.
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Showing 5 of 10+ Financial Consultant jobs
Boston, 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.
Boston, 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.
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Find Financial Consultant JobsFinancial Consultant Jobs by City in Massachusetts
Where Massachusetts roles are concentrated, by current openings.
Financial Consultant Job Market in Massachusetts
A snapshot from current Massachusetts openings, updated as new roles post.
Who's Hiring
What Massachusetts Employers Look For
The qualifications that appear most often in financial consultant jobs across Massachusetts.
- Active FINRA Series 65 or Series 66 registration recognized in Massachusetts required
- Bachelor's degree in finance, economics, accounting, or a closely related field
- Proficiency with financial planning software such as eMoney, MoneyGuidePro, or similar platforms
- Demonstrated experience analyzing investment portfolios and delivering client-facing recommendations
- CFP designation or active progress toward Certified Financial Planner certification strongly preferred
- Strong written and verbal communication skills for presenting plans to individual and institutional clients
Financial Consultant Jobs in Massachusetts: Frequently Asked Questions
How do you become a financial consultant in Massachusetts?
Becoming a financial consultant in Massachusetts starts with a bachelor's degree in finance, economics, or a related field, 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. Massachusetts registration is administered through the Secretary of the Commonwealth's Securities Division. Most employers also expect progress toward the Certified Financial Planner credential for client-facing roles.
Which companies hire financial consultants in Massachusetts?
Employers hiring financial consultants in Massachusetts right now include RSM, Rockland Trust Company, and WTW, based on current listings on Migrate Mate as of September 2026. Massachusetts's deep concentration of mutual fund companies, insurance carriers, and regional banks means openings appear across a wide range of employer types, from large asset managers to community-focused credit unions.
Which Massachusetts cities have the most financial consultant jobs?
Boston, Lowell, and Woburn have the most financial consultant openings in Massachusetts. Boston dominates because it is one of the country's largest asset management and financial services centers, while Worcester and Springfield generate steady demand from regional banks, insurance firms, and wealth management offices serving central and western Massachusetts communities.
Are there remote financial consultant jobs in Massachusetts?
Yes, and more than many client-service fields, since much financial planning and analysis work is desk-based and document-driven. About 100% of financial consultant openings tied to Massachusetts are remote or hybrid as of September 2026, reflecting how comfortably the advisory and planning portions of the role translate to virtual delivery. Portfolio review, financial modeling, and plan preparation are the functions most commonly performed fully remotely.
How can I get hired as a financial consultant in Massachusetts with little or no experience?
The most realistic entry path is a financial planning associate or client service associate role at one of Boston's large asset managers or wealth management firms, where you support advisors while studying for your Series 65 registration. Fidelity Investments and State Street both run structured new-graduate programs in Massachusetts. Lateral moves from banking, insurance sales, or tax preparation are common, and completing the first CFP coursework module gives candidates a concrete credential advantage with most Massachusetts hiring managers.
Where can I find and apply to financial consultant jobs in Massachusetts?
You can find and apply to financial consultant jobs in Massachusetts on Migrate Mate, which lists current openings across the state. Find roles that fit your experience and location and apply directly to the employers posting them.
See All 10 Financial Consultant Jobs in Massachusetts
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