Senior Level Financial Consultant Jobs
Senior level financial consultant jobs place experienced professionals in charge of client strategy, complex financial planning, and the engagements or teams that deliver results. Roles are concentrated across Investment & Asset Management, Insurance, and Healthcare & Medical Services, with 25% remote or hybrid availability and employers like Charles Schwab, Gallagher, and Banner Health hiring at this level now.
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Showing 5 of 8+ Senior Level Financial Consultant jobs
Location: Millburn, Essex, NJ
Requisition ID 2026-126640
Category Retail Branch
Position type Regular
Pay range USD $75,000.00 - $100,000.00 / Year
Application deadline 2026-09-21
Your opportunity
Schwab’s branch team is at the heart of our commitment to helping clients own their financial futures. As a Financial Consultant, you’ll combine planning expertise with a thoughtful approach to holistic financial guidance including investing, retirement readiness, and education goals—serving as a trusted partner who guides clients through life’s financial decisions with clarity and empathy.
Why you’re set up for success
You’ll start with a book of existing Schwab clients, giving you a strong foundation to build lasting relationships and grow your practice. Your relationship-building and communication skills will help deepen client connections and create meaningful impacts into the lives of the people and communities you serve.
- Schwab Training and Development
To set you up for success, you’ll complete our comprehensive training through Wealth Management University, a four-week virtual experience led by live facilitators, followed by an immersive weeklong bootcamp to connect with peers and learn from experts.
After completing Wealth Management University, your individualized development continues through hands-on training and mentorship within your branch. You’ll collaborate closely with your branch manager, experienced peers, and dedicated mentors who provide guidance tailored to your unique background and career goals.
- Career Pathing
As your career evolves, Schwab’s four-level Financial Consultant track offers a clear path for advancement, recognition, and leadership—empowering you to shape your future and make a difference for yourself, your clients, and your community.
You'll be supported by leaders who champion your development, invest in continuous learning, and empower you to expand your skills and responsibilities over time.
- Competitive Compensation
This position offers a competitive base salary complemented by a performance-driven incentive plan, providing unlimited earning potential from day one. As you continue to build relationships and grow your book of business, your compensation will increase—rewarding your commitment and tenure in the role with greater earning opportunities over time.
What you have
The expertise you bring:
- A valid and active FINRA Series 7 license required
- Obtaining or acquiring FINRA Series 66 (63/65) as it will be required during your tenure on the job
- Obtaining or acquiring Life & Health Insurance as it will be required during your tenure on the job
- CFP® Certification is a plus. (If you have not obtained the CFP designation yet, we encourage your professional development with Tuition Reimbursement and our internal CFP Cohort Program)
The skills you bring:
- Business Development
Proactively engage in warm outreach to existing and prospective clients, maintaining consistent sales activity to grow the book of business and strengthen client relationships.
Passion for community engagement to share and engage clients in discussion about market conditions, sound investing principles, and ideal wealth and long-term investment strategies for their personal situation.
Desire to provide outstanding investor experience in addition to furthering your own professional development in Wealth Management.
- Relationship Building
Ability to build strong relationships, engage and encourage trust, and deepen the client relationship by using 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 clients’ progress toward achieving their goals.
- Investment Strategies and Financial Planning
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.
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: Millburn, Essex, NJ
Requisition ID 2026-126640
Category Retail Branch
Position type Regular
Pay range USD $75,000.00 - $100,000.00 / Year
Application deadline 2026-09-21
Your opportunity
Schwab’s branch team is at the heart of our commitment to helping clients own their financial futures. As a Financial Consultant, you’ll combine planning expertise with a thoughtful approach to holistic financial guidance including investing, retirement readiness, and education goals—serving as a trusted partner who guides clients through life’s financial decisions with clarity and empathy.
Why you’re set up for success
You’ll start with a book of existing Schwab clients, giving you a strong foundation to build lasting relationships and grow your practice. Your relationship-building and communication skills will help deepen client connections and create meaningful impacts into the lives of the people and communities you serve.
- Schwab Training and Development
To set you up for success, you’ll complete our comprehensive training through Wealth Management University, a four-week virtual experience led by live facilitators, followed by an immersive weeklong bootcamp to connect with peers and learn from experts.
After completing Wealth Management University, your individualized development continues through hands-on training and mentorship within your branch. You’ll collaborate closely with your branch manager, experienced peers, and dedicated mentors who provide guidance tailored to your unique background and career goals.
- Career Pathing
As your career evolves, Schwab’s four-level Financial Consultant track offers a clear path for advancement, recognition, and leadership—empowering you to shape your future and make a difference for yourself, your clients, and your community.
You'll be supported by leaders who champion your development, invest in continuous learning, and empower you to expand your skills and responsibilities over time.
- Competitive Compensation
This position offers a competitive base salary complemented by a performance-driven incentive plan, providing unlimited earning potential from day one. As you continue to build relationships and grow your book of business, your compensation will increase—rewarding your commitment and tenure in the role with greater earning opportunities over time.
What you have
The expertise you bring:
- A valid and active FINRA Series 7 license required
- Obtaining or acquiring FINRA Series 66 (63/65) as it will be required during your tenure on the job
- Obtaining or acquiring Life & Health Insurance as it will be required during your tenure on the job
- CFP® Certification is a plus. (If you have not obtained the CFP designation yet, we encourage your professional development with Tuition Reimbursement and our internal CFP Cohort Program)
The skills you bring:
- Business Development
Proactively engage in warm outreach to existing and prospective clients, maintaining consistent sales activity to grow the book of business and strengthen client relationships.
Passion for community engagement to share and engage clients in discussion about market conditions, sound investing principles, and ideal wealth and long-term investment strategies for their personal situation.
Desire to provide outstanding investor experience in addition to furthering your own professional development in Wealth Management.
- Relationship Building
Ability to build strong relationships, engage and encourage trust, and deepen the client relationship by using 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 clients’ progress toward achieving their goals.
- Investment Strategies and Financial Planning
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.
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
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Senior Level Financial Consultant Jobs: Frequently Asked Questions
How do I get a senior level financial consultant job?
Employers at this level look for demonstrated ownership of complex client engagements, not just participation in them. A strong candidacy shows a history of leading financial analysis, presenting recommendations to senior stakeholders, and driving measurable outcomes. Credentials like a CFA, CFP, or CPA add weight, and the ability to mentor junior staff signals the leadership maturity these roles require.
Which companies hire senior level financial consultants?
Companies hiring senior level financial consultants right now include Charles Schwab, Gallagher, and Banner Health, based on current listings on Migrate Mate as of September 2026. Hiring at this level covers large consulting firms, financial services companies, and corporations that maintain in-house advisory teams for strategic planning and capital decision-making.
Are there remote senior level financial consultant jobs?
Yes, though availability varies by employer and engagement type. About 25% of senior level financial consultant openings are remote or hybrid as of September 2026, reflecting broader flexibility in professional services. Client-facing roles may still require periodic on-site presence, so confirming the exact arrangement during the interview process is worth doing.
What makes a financial consultant role senior level?
Senior level financial consultant roles are defined by scope and ownership. You are expected to lead engagements independently, own the quality of financial models and recommendations, and present directly to executive or board-level clients. These roles also carry responsibility for developing junior consultants and contributing to practice growth, not just executing on direction set by others.
Which industries hire the most senior level financial consultants?
Senior Level financial consultant roles concentrate in Investment & Asset Management, Insurance, and Healthcare & Medical Services, based on current listings on Migrate Mate as of September 2026. These sectors generate sustained demand for senior advisory talent because they involve complex capital structures, regulatory requirements, and ongoing strategic decisions that require experienced financial guidance.