Financial Consultant Jobs in West Virginia

Financial Consultant jobs in West Virginia are concentrated in Charleston, Huntington, and Morgantown, where regional banks, insurance carriers, and wealth management firms drive consistent hiring across entry-level associate roles to senior advisor positions. Employers such as WesBanco, United Bankshares, and Highmark West Virginia maintain ongoing financial consultant pipelines in the state. The most in-demand specialties are retirement planning, small business advisory, and insurance-linked financial services. See the openings below and apply to the ones that match your experience.

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Overview

Open roles17
Top employerMon Health
Top cityCharleston, WV
Cities hiring9
Work type60% On-site
Top industryBanking

Showing 5 of 17+ Financial Consultant jobs

CAMC Health System
Revenue Cycle - Project Manager -- PA-Financial Assistance -- General Hospital
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CAMC Health System
New 1m ago
Revenue Cycle - Project Manager -- PA-Financial Assistance -- General Hospital
CAMC Health System
Charleston, West Virginia
Account Management
Business Operations
Project Management
Bachelor's degree in business

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CAMC Health System
Financial Analyst -- Revenue Integrity -- General Hospital
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CAMC Health System
New 1m ago
Financial Analyst -- Revenue Integrity -- General Hospital
CAMC Health System
Charleston, West Virginia
Business Operations
Customer Service
Project & Program Management
Project Management
Bachelor's degree in finance

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Mon Health
Revenue Cycle - Project Manager -- PA-Financial Assistance -- General Hospital
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Mon Health
New 1m ago
Revenue Cycle - Project Manager -- PA-Financial Assistance -- General Hospital
Mon Health
Charleston, West Virginia
Account Management
Business Operations
Project Management
Bachelor's degree in business
1,001-5,000

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Mon Health
Financial Analyst -- Revenue Integrity -- General Hospital
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Mon Health
New 1m ago
Financial Analyst -- Revenue Integrity -- General Hospital
Mon Health
Charleston, West Virginia
Program Management
Project & Program Management
Project Management
Bachelor's degree in finance
1,001-5,000

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West Virginia University
Director of Financial Planning and Analysis, Data Analytics, and Project Management - Athletics
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West Virginia University
New 1m ago
Director of Financial Planning and Analysis, Data Analytics, and Project Management - Athletics
West Virginia University
Morgantown, West Virginia
Program Management
Project & Program Management
Project Management
Bachelor's degree in finance
5,001-10,000

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See All 17 Financial Consultant Jobs in West Virginia

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Financial Consultant Jobs by City in West Virginia

Where West Virginia roles are concentrated, by current openings.

Charleston
5 jobs
Morgantown
3 jobs
Wheeling
1 job
Wellsburg
1 job
Clarksburg
1 job
Huntington
1 job
Ravenswood
1 job
Cross Lanes
1 job
Parkersburg
1 job

Financial Consultant Job Market in West Virginia

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

Who's Hiring

  • Mon Health
    Mon Health2
  • CAMC Health System
    CAMC Health System2
  • CVS Health
    CVS Health1
  • State Farm
    State Farm1
  • Constellium
    Constellium1

Top Industries Hiring

  • Banking & Financial Services3
  • Healthcare & Medical Services3
  • Insurance2
  • Automotive1
  • Manufacturing1

What West Virginia Employers Look For

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

  • Active FINRA Series 65 or Series 66 license recognized in West Virginia
  • Bachelor's degree in finance, economics, accounting, or a related business field
  • Proven experience in client portfolio management or personal financial planning
  • Proficiency with financial planning software and CRM platforms
  • Strong knowledge of federal and West Virginia tax regulations affecting clients
  • Excellent communication skills for presenting financial strategies to individuals and businesses

Financial Consultant Jobs in West Virginia: Frequently Asked Questions

How do you become a financial consultant in West Virginia?

To work as a financial consultant in West Virginia, you typically need a bachelor's degree in finance, accounting, or a related field, followed by passing the FINRA Series 65 exam to register as an Investment Adviser Representative with the West Virginia Securities Division. Some roles also require a Series 7 license. Most candidates begin in associate or financial analyst roles at regional banks or insurance firms before advancing to full client-facing consultant positions.

Which companies hire financial consultants in West Virginia?

West Virginia financial consultant roles are posted by Mon Health, CAMC Health System, and CVS Health and others right now, based on current listings on Migrate Mate as of July 2026. Regional community banks, credit unions, and insurance carriers with deep West Virginia roots account for a large share of the consistent hiring across the state.

Which West Virginia cities have the most financial consultant jobs?

Charleston, Morgantown, and West Virginia have the most financial consultant openings in West Virginia. Charleston leads as the state's commercial and government center, anchoring the largest share of banking and insurance headquarters, while Huntington and Morgantown generate steady demand through regional bank branches, university-affiliated financial services, and a growing professional services sector.

Are there remote financial consultant jobs in West Virginia?

Yes, and more than many client-facing roles, since much financial planning work is conducted over phone and video. About 40% of financial consultant openings tied to West Virginia are remote or hybrid as of July 2026, reflecting the desk-based nature of portfolio analysis and client advisory work. Fully remote roles are most common in financial planning, insurance sales, and investment advisory, where client relationships do not require in-person meetings.

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

The most realistic entry path is applying to financial associate or personal banker roles at West Virginia community banks and credit unions such as City National Bank of West Virginia or WVU Medicine's employee benefits programs, which regularly onboard candidates without direct consulting experience. Earning a Series 65 license before applying gives you a concrete edge. Lateral moves from teller, loan officer, or insurance agent roles are common stepping stones into full financial consultant positions at regional employers.

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

You can find and apply to financial consultant jobs in West Virginia on Migrate Mate, which lists current openings across Charleston, Huntington, Morgantown, and smaller West Virginia markets. Search the listings to find roles that match your experience level and specialization, then apply directly to the ones that fit.

See All 17 Financial Consultant Jobs in West Virginia

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

Find Financial Consultant Jobs