Mid Level Financial Planning Consultant Jobs
Mid level financial planning consultant jobs go to professionals ready to own client portfolios, guide complex financial analyses, and deliver recommendations with limited oversight. Openings are spread across on-site, remote, and hybrid settings in Consulting & Professional Services, Construction & Real Estate, and Accounting & Auditing, with employers like Arcadis, EisnerAmper, and ENTRUST Solutions hiring at this level now.
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Description
Job Summary
The AI Software Consulting Engineer is responsible for designing, developing, integrating, and deploying artificial intelligence and machine learning solutions for clients. This client-facing, billable role provides high-quality deliverables and ensures solutions are implemented as designed to the client’s satisfaction and approval. The engineer gains a clear understanding of client requirements, data and application environments, and operational constraints in order to deliver secure, supportable AI applications and MLOps capabilities.
What You Will Do
- Manage time and expense to meet or exceed expectations defined in the Statement of Work, proactively escalating potential scope, schedule, or budget issues as soon as they are known.
- Develop and deploy AI applications, model-serving workflows, APIs, retrieval-augmented generation solutions, and integrations with enterprise systems and data sources.
- Implement NVIDIA NIM, NVIDIA Blueprints, containerized AI services, and supporting software components as applicable to customer requirements.
- Build and execute test plans covering functionality, performance, reliability, security, and operational handoff for assigned deliverables.
- Troubleshoot software, model, API, data, container, and platform integration issues across diverse customer environments.
- Provide technical input for SOWs, ROMs, LOEs, implementation plans, and solution validation when requested.
- Create and maintain accurate project documentation, as-built configurations, test plans, work logs, and client handoff materials.
What We Expect of You
- Bachelor's degree and 3 year’s experience delivering software, data, or AI/ML solutions, including development, implementation, integration, and support OR 7 year’s experience delivering software, data, or AI/ML solutions, including development, implementation, integration, and support.
- Demonstrated software development experience using Python and common engineering practices such as version control, code review, testing, and documentation.
- Experience developing or integrating REST APIs, services, data pipelines, or event-driven components.
- Working knowledge of containers, Kubernetes, Linux, Git, CI/CD, and enterprise data-center deployment environments.
- Understanding of AI/ML concepts, including model inference, embeddings, retrieval-augmented generation, vector search, evaluation, and model lifecycle considerations.
- Familiarity with NVIDIA NIM, NVIDIA Blueprints, PyTorch, Hugging Face, LangChain, LangGraph, or comparable AI application frameworks.
- Ability to implement secure integrations with enterprise identity, data, application, and observability services.
- Strong written and verbal communication skills with the ability to effectively interact with leadership stakeholders and clients.
- Proven ability to create technical documentation and transfer knowledge to client technical teams.
- Demonstrated attention to detail, analytical problem solving, and the ability to balance competing priorities while meeting deadlines.
- Ability and willingness to work beyond regularly scheduled shifts, select weekends, or overtime as necessary to meet operational needs.
- Ability and willingness to travel as needed to CDW locations or client sites.
- Valid U.S. driver's license.
- Experience delivering generative AI, agentic AI, RAG, model-serving, or MLOps solutions in enterprise environments, is a plus.
- Experience with vector databases, model gateways, AI observability, evaluation frameworks, guardrails, or prompt-management tooling, is a plus.
- Familiarity with GPU infrastructure, NVIDIA AI Enterprise, CUDA dependencies, and the relationship between AI software and accelerated hardware, is a plus.
- Preferred NVIDIA certifications aligned to the role include NVIDIA-Certified Associate Generative AI LLMs (NCA-GENL) and NVIDIA-Certified Associate Multimodal Generative AI (NCA-GENM), is a plus.
Pay range: $77,725 - $108,265 depending on experience and skill set
Annual bonus target of %10 subject to terms and conditions of plan
Benefits overview: https://cdw.benefit-info.com/
Salary ranges may be subject to geographic differentials
CDW is committed to being an AI-fluent organization
We’re looking for people who bring curiosity, a learner’s mindset, and a willingness to engage with ever-evolving technology and tools. We value adopting AI as a partner, openness to experimentation, and a shared interest in learning together on AI. Our goal is to create a culture where AI enhances—not replaces—human creativity and decision-making. You don’t need to be an expert today; what matters is your readiness to explore, adapt, and grow with us as we integrate AI responsibly and effectively into our work.Additionally, CDW is committed to fostering an equitable, transparent, and respectful hiring process for all applicants. During our application process, our goal is to understand your experience, strengths, skills, and qualifications. As an AI forward company, we see AI not just as a tool, but as a catalyst for new ways of thinking, creating, and communicating. We encourage candidates to embrace an AI mindset, one that’s curious, adaptive, and ready to explore what’s possible. We welcome thoughtful use of AI to expand your perspective and elevate how you share your story, while ensuring your application remains rooted in your own background, judgment, and voice.
About Us
CDW is a Fortune 500 technology solutions provider that helps businesses, government, education, and healthcare organizations achieve what’s possible through technology. What makes CDW different isn’t just what we do—it’s how we do it. At CDW we act as one—building trust, speaking candidly, and working together to achieve more. We play to win—focusing on what matters most and delivering for our customers. And we think forward—staying curious, moving fast, and continuously learning. We believe meaningful work happens when people feel supported, heard, and empowered to contribute. That’s why we think of ourselves as coworkers, not just employees—working together to solve complex challenges and deliver real impact for our customers and communities.
As a full‑stack, full‑lifecycle technology partner, CDW brings deep expertise, strong relationships, and broad industry knowledge to help turn ideas into outcomes. When you join CDW, you become part of a collaborative environment where your work matters, your growth is supported, and your contributions help shape what’s next.
Together, we deliver the full promise of what technology can do. Together, we Make Amazing Happen.
CDW is an equal opportunity employer. All qualified applicants will receive consideration for employment without regards to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, protected veteran status or any other basis prohibited by state and local law.
Description
Job Summary
The AI Software Consulting Engineer is responsible for designing, developing, integrating, and deploying artificial intelligence and machine learning solutions for clients. This client-facing, billable role provides high-quality deliverables and ensures solutions are implemented as designed to the client’s satisfaction and approval. The engineer gains a clear understanding of client requirements, data and application environments, and operational constraints in order to deliver secure, supportable AI applications and MLOps capabilities.
What You Will Do
- Manage time and expense to meet or exceed expectations defined in the Statement of Work, proactively escalating potential scope, schedule, or budget issues as soon as they are known.
- Develop and deploy AI applications, model-serving workflows, APIs, retrieval-augmented generation solutions, and integrations with enterprise systems and data sources.
- Implement NVIDIA NIM, NVIDIA Blueprints, containerized AI services, and supporting software components as applicable to customer requirements.
- Build and execute test plans covering functionality, performance, reliability, security, and operational handoff for assigned deliverables.
- Troubleshoot software, model, API, data, container, and platform integration issues across diverse customer environments.
- Provide technical input for SOWs, ROMs, LOEs, implementation plans, and solution validation when requested.
- Create and maintain accurate project documentation, as-built configurations, test plans, work logs, and client handoff materials.
What We Expect of You
- Bachelor's degree and 3 year’s experience delivering software, data, or AI/ML solutions, including development, implementation, integration, and support OR 7 year’s experience delivering software, data, or AI/ML solutions, including development, implementation, integration, and support.
- Demonstrated software development experience using Python and common engineering practices such as version control, code review, testing, and documentation.
- Experience developing or integrating REST APIs, services, data pipelines, or event-driven components.
- Working knowledge of containers, Kubernetes, Linux, Git, CI/CD, and enterprise data-center deployment environments.
- Understanding of AI/ML concepts, including model inference, embeddings, retrieval-augmented generation, vector search, evaluation, and model lifecycle considerations.
- Familiarity with NVIDIA NIM, NVIDIA Blueprints, PyTorch, Hugging Face, LangChain, LangGraph, or comparable AI application frameworks.
- Ability to implement secure integrations with enterprise identity, data, application, and observability services.
- Strong written and verbal communication skills with the ability to effectively interact with leadership stakeholders and clients.
- Proven ability to create technical documentation and transfer knowledge to client technical teams.
- Demonstrated attention to detail, analytical problem solving, and the ability to balance competing priorities while meeting deadlines.
- Ability and willingness to work beyond regularly scheduled shifts, select weekends, or overtime as necessary to meet operational needs.
- Ability and willingness to travel as needed to CDW locations or client sites.
- Valid U.S. driver's license.
- Experience delivering generative AI, agentic AI, RAG, model-serving, or MLOps solutions in enterprise environments, is a plus.
- Experience with vector databases, model gateways, AI observability, evaluation frameworks, guardrails, or prompt-management tooling, is a plus.
- Familiarity with GPU infrastructure, NVIDIA AI Enterprise, CUDA dependencies, and the relationship between AI software and accelerated hardware, is a plus.
- Preferred NVIDIA certifications aligned to the role include NVIDIA-Certified Associate Generative AI LLMs (NCA-GENL) and NVIDIA-Certified Associate Multimodal Generative AI (NCA-GENM), is a plus.
Pay range: $77,725 - $108,265 depending on experience and skill set
Annual bonus target of %10 subject to terms and conditions of plan
Benefits overview: https://cdw.benefit-info.com/
Salary ranges may be subject to geographic differentials
CDW is committed to being an AI-fluent organization
We’re looking for people who bring curiosity, a learner’s mindset, and a willingness to engage with ever-evolving technology and tools. We value adopting AI as a partner, openness to experimentation, and a shared interest in learning together on AI. Our goal is to create a culture where AI enhances—not replaces—human creativity and decision-making. You don’t need to be an expert today; what matters is your readiness to explore, adapt, and grow with us as we integrate AI responsibly and effectively into our work.Additionally, CDW is committed to fostering an equitable, transparent, and respectful hiring process for all applicants. During our application process, our goal is to understand your experience, strengths, skills, and qualifications. As an AI forward company, we see AI not just as a tool, but as a catalyst for new ways of thinking, creating, and communicating. We encourage candidates to embrace an AI mindset, one that’s curious, adaptive, and ready to explore what’s possible. We welcome thoughtful use of AI to expand your perspective and elevate how you share your story, while ensuring your application remains rooted in your own background, judgment, and voice.
About Us
CDW is a Fortune 500 technology solutions provider that helps businesses, government, education, and healthcare organizations achieve what’s possible through technology. What makes CDW different isn’t just what we do—it’s how we do it. At CDW we act as one—building trust, speaking candidly, and working together to achieve more. We play to win—focusing on what matters most and delivering for our customers. And we think forward—staying curious, moving fast, and continuously learning. We believe meaningful work happens when people feel supported, heard, and empowered to contribute. That’s why we think of ourselves as coworkers, not just employees—working together to solve complex challenges and deliver real impact for our customers and communities.
As a full‑stack, full‑lifecycle technology partner, CDW brings deep expertise, strong relationships, and broad industry knowledge to help turn ideas into outcomes. When you join CDW, you become part of a collaborative environment where your work matters, your growth is supported, and your contributions help shape what’s next.
Together, we deliver the full promise of what technology can do. Together, we Make Amazing Happen.
CDW is an equal opportunity employer. All qualified applicants will receive consideration for employment without regards to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, protected veteran status or any other basis prohibited by state and local law.
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Find JobsMid Level Financial Planning Consultant Job Market
Who's Hiring
- Arcadis30
- EisnerAmper17
- ENTRUST Solutions14
- Riveron9
- Amazon8
Top Industries Hiring
- Consulting & Professional Services60
- Construction & Real Estate39
- Accounting & Auditing34
- Technology & Software31
- Healthcare & Medical Services13
Mid Level Financial Planning Consultant Jobs: Frequently Asked Questions
How do I get a mid level financial planning consultant job?
Position your existing experience around ownership and outcomes: highlight client portfolios you managed independently, financial plans you built from scratch, and measurable results you drove. Emphasize credentials like a CFP designation or progress toward one, and tailor your resume to show depth in a specialty such as retirement planning, tax strategy, or investment management rather than breadth alone.
Which companies hire mid level financial planning consultants?
Companies hiring mid level financial planning consultants right now include Arcadis, EisnerAmper, and ENTRUST Solutions, based on current listings on Migrate Mate as of November 2026. Hiring at this level comes from wealth management firms, regional banks, insurance companies, and independent advisory practices that need consultants who can carry a client book without close supervision.
Are there remote mid level financial planning consultant jobs?
Yes, though availability varies by employer and client model. About 36% of mid level financial planning consultant openings are remote or hybrid as of November 2026, reflecting broader adoption of virtual client meetings across the advisory industry. Firms serving a national client base tend to offer the most flexible arrangements at this experience level.
How do I move up to a mid level financial planning consultant role?
Moving from an entry level position to a mid level financial planning consultant role takes deliberate skill-building over your first few years: deepen technical knowledge in areas like estate planning, tax optimization, or portfolio construction, pursue your CFP or similar credential, and seek out projects where you own a client relationship or deliverable end to end. Demonstrated impact, not just time served, signals readiness for mid level responsibilities.
Which industries hire the most mid level financial planning consultants?
Mid Level financial planning consultant roles concentrate in Consulting & Professional Services, Construction & Real Estate, and Accounting & Auditing, based on current listings on Migrate Mate as of November 2026. These sectors drive hiring at this level because they serve clients with complex, ongoing financial needs that require consultants capable of managing relationships and building customized plans with minimal supervision.