Financial Consultant Jobs in Pennsylvania

Financial Consultant jobs in Pennsylvania are in steady demand, with openings concentrated in wealth management, corporate finance, insurance, and retirement planning across seniority levels from entry-level associate to senior advisor. Philadelphia, Pittsburgh, and Harrisburg anchor most of the hiring, where established firms like Vanguard, Lincoln Financial Group, and PNC Financial Services consistently bring on financial consultants. The most sought-after specialties in Pennsylvania are retirement planning, investment advisory, and risk management. Find a role that fits below and apply directly.

Find Financial Consultant Jobs

Overview

Open roles12
Top employerMarsh McLennan Agency
Top cityConshohocken, PA
Cities hiring10
Work type50% Hybrid
Top credentialBachelor's degree

Showing 5 of 12+ Financial Consultant jobs

Ryder System
MBA Leadership Development Program - Financial Consultant - REMOTE
We won't show you this job again
Ryder System
Added 2d ago
MBA Leadership Development Program - Financial Consultant - REMOTE
Ryder System
Harrisburg, Pennsylvania
Account Management
Business Development
Consulting & Professional Services
Customer Success
$100k - $110k/yr
Remote (US)
Master's degree in business administration

Have you applied for this role?

Utilities Employees Credit Union
Financial Services Consultant
We won't show you this job again
Utilities Employees Credit Union
Added 1w ago
Financial Services Consultant
Utilities Employees Credit Union
Stroudsburg, Pennsylvania
Customer Service
Retail Banking & Branch Management
Sales
Hybrid
High school diploma or GED
51-200

Have you applied for this role?

Utilities Employees Credit Union
Financial Services Consultant
We won't show you this job again
Utilities Employees Credit Union
Added 1w ago
Financial Services Consultant
Utilities Employees Credit Union
Wyomissing, Pennsylvania
Customer Service
Retail Banking & Branch Management
Sales
Hybrid
High school diploma or GED
51-200

Have you applied for this role?

RSM
Financial Consulting Manager - Finance as a Service
We won't show you this job again
RSM
Added 2w ago
Financial Consulting Manager - Finance as a Service
RSM
Blue Bell, Pennsylvania
Accounting
Investment Banking & Capital Markets
$95k - $192k/yr
Bachelor's degree in finance
10,000+

Have you applied for this role?

Protiviti
Philadelphia Internal Audit and Financial Advisory Consultant - 2027
We won't show you this job again
Protiviti
Added 2w ago
Philadelphia Internal Audit and Financial Advisory Consultant - 2027
Protiviti
Philadelphia, Pennsylvania
Business Operations
Customer Service
Customer Success
$72k - $87k/yr
Hybrid
Bachelor's degree in management information systems
5,001-10,000

Have you applied for this role?

See All 12 Financial Consultant Jobs in Pennsylvania

Find roles in Pennsylvania that match your experience and apply in just a few clicks.

Find Financial Consultant Jobs

Financial Consultant Jobs by City in Pennsylvania

Where Pennsylvania roles are concentrated, by current openings.

Conshohocken
3 jobs
Ephrata
1 job
Indiana
1 job
Scranton
1 job
Blue Bell
1 job
Harrisburg
1 job
Wyomissing
1 job
Stroudsburg
1 job
Philadelphia
1 job

Financial Consultant Job Market in Pennsylvania

A snapshot from current Pennsylvania openings, updated as new roles post.

Who's Hiring

Marsh McLennan Agency
Marsh McLennan Agency3 open roles
Utilities Employees Credit Union
Utilities Employees Credit Union2 open roles
RSM
RSM1 open role

What Pennsylvania Employers Look For

The qualifications that appear most often in financial consultant jobs across Pennsylvania.

  • Active FINRA Series 65 or Series 66 license recognized in Pennsylvania required
  • Bachelor's degree in finance, economics, accounting, or a related business field
  • Experience with financial planning software such as eMoney, MoneyGuidePro, or Salesforce
  • Strong knowledge of investment products, retirement accounts, and tax-advantaged planning strategies
  • CFP designation or active progress toward Certified Financial Planner certification preferred
  • Demonstrated ability to build and manage a client book in a compliance-regulated environment

Financial Consultant Jobs in Pennsylvania: Frequently Asked Questions

How do you become a financial consultant in Pennsylvania?

Most financial consultant roles in Pennsylvania require passing the FINRA Series 65 or Series 66 exam, both of which are recognized by the Pennsylvania Department of Banking and Securities for investment adviser representative registration. You'll typically need a bachelor's degree in finance, accounting, economics, or a closely related field. Many Pennsylvania employers also expect or prefer the CFP designation, and some roles in insurance-linked planning require a Pennsylvania insurance producer license.

Which companies hire financial consultants in Pennsylvania?

Employers hiring financial consultants in Pennsylvania right now include Marsh McLennan Agency, Utilities Employees Credit Union, and RSM, based on current listings on Migrate Mate as of September 2026. Pennsylvania's concentration of large asset managers, regional banks, and insurance carriers, particularly in the Philadelphia and Pittsburgh corridors, makes it one of the more active states for financial consulting roles across wealth management and corporate finance.

Which Pennsylvania cities have the most financial consultant jobs?

Conshohocken, Ephrata, and Indiana account for the greatest concentration of financial consultant openings in Pennsylvania. Philadelphia dominates because of the dense cluster of asset managers, insurance headquarters, and regional banks based there, while Pittsburgh draws demand from its financial services and corporate sectors, and Harrisburg's openings are tied closely to state government-adjacent financial planning and insurance firms operating in the capital region.

Are there remote financial consultant jobs in Pennsylvania?

Yes, and more than many client-facing roles allow. About 88% of financial consultant openings tied to Pennsylvania are remote or hybrid as of September 2026, reflecting how much of the analytical and planning work can be done off-site. The most remote-friendly sub-areas are financial planning, portfolio analysis, and fee-only advisory work, while roles requiring in-person client relationship management tend to be on-site or hybrid.

How can I get hired as a financial consultant in Pennsylvania with little or no experience?

The most realistic entry path is applying for a financial advisor associate or client associate role at one of Pennsylvania's large wealth management firms or bank-affiliated advisory practices, where structured training programs exist for candidates without direct experience. Vanguard, based in Malvern, runs well-known new-graduate development programs in financial services. Passing the Series 65 exam before applying, or earning a CFP education certificate, signals seriousness and gives candidates a clear edge over others without a credential or client-facing background.

Where can I find and apply to financial consultant jobs in Pennsylvania?

You can find and apply to financial consultant jobs in Pennsylvania on Migrate Mate, which lists current openings from Pennsylvania employers across Philadelphia, Pittsburgh, Harrisburg, and beyond. Find the roles that fit your experience and credentials and apply directly from the listings below.

See All 12 Financial Consultant Jobs in Pennsylvania

Find roles in Pennsylvania that match your experience and apply in just a few clicks.

Find Financial Consultant Jobs