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 Consulting & Professional Services, Technology & Software, and Accounting & Auditing, with 41% remote or hybrid availability and employers like Cognizant, Huron Consulting, and EY hiring at this level now.
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Showing 5 of 241+ Senior Level Financial Consultant jobs
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.
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- ing 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 additional to furthering your own professional development in Wealth Management.
Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing.
You will be required to register and to submit to the required SAFE Act background check and registration process
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
Share:
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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
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.
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- ing 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 additional to furthering your own professional development in Wealth Management.
Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing.
You will be required to register and to submit to the required SAFE Act background check and registration process
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
Share:
- X
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 241+ Senior Level Financial Consultant Jobs
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Find JobsSenior Level Financial Consultant Job Market
Who's Hiring
- Cognizant21
- Huron Consulting16
- EY11
- Tiger Analytics10
- World Wide Technology9
Top Industries Hiring
- Consulting & Professional Services90
- Technology & Software82
- Accounting & Auditing24
- Insurance16
- Investment & Asset Management15
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 Cognizant, Huron Consulting, and EY, based on current listings on Migrate Mate as of July 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 41% of senior level financial consultant openings are remote or hybrid as of July 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 Consulting & Professional Services, Technology & Software, and Accounting & Auditing, based on current listings on Migrate Mate as of July 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.