Financial Sales Consultant Jobs
Financial Sales Consultant jobs are open across banking, insurance, fintech, and wealth management, from entry-level associate to senior and regional director, with specializations in investment products, insurance sales, and commercial lending. Find a role that fits below and apply directly.
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Count on us. Our "we-care" culture is more than just a motto; it's a promise. From day one, we prioritize your growth, well-being, and success. You can count on us to support your career journey and help you achieve your professional goals. Join us.
Our internal firm services team focuses on the firm’s critical business needs. From marketing to internal accounting and everything in between, our integrated solution approach is designed to help enable and manage growth, leverage resources, and optimize firm operations. At Plante Moran, we have the privilege of serving clients and providing consultative services as they face challenges and seek new opportunities.
Your role.
Your work will include, but not be limited to:
- Key resource to build and support financial and key data from the various financial systems used in Internal Accounting and across the firm.
- Troubleshoot and enhance current published reports
- Build and create reporting in various systems including Workday, Power BI and Adaptive Planning
- Be able to intake report requests and find the best data and solution to fulfill the request.
- Assisting with Helpdesk reporting items and escalating issues appropriately
- Running assigned and ad hoc data requests and analysis
- Data Analysis and Investigation
- Use different tools such as SSMS (SQL), Power BI, Excel, Alteryx and internal applications to investigate, transform or analyze data
- Data analysis and cleansing
- Business process reviews, creation and investigation using various MS Power apps.
- Analytical abilities required:
- Understand internal processes and terminology
- Creative, critical thinking, and problem solving
- Strong troubleshooting skills
- Cross functional communication to interpret requests into deliverables.
- Strong interpersonal and communication skills required to:
- Promote positive working relationships with diverse personalities/roles at all levels in the firm
The qualifications.
- Bachelor’s degree in a related field required.
- 1-5 years of experience in financial data analysis and support
- Strong aptitude to data analysis required
- Report development experience required
- Familiarity with databases preferred
- Advanced Excel/VBA skills preferred
- Accounting/financial reporting and analysis experience preferred
- Workday experience preferred
Our difference.
We are a nationally recognized public accounting, consulting, and wealth management firm, consistently ranked as one of FORTUNE magazine’s “100 Best Companies to Work For.” At Plante Moran, we live by the Golden Rule, fostering a relatively “jerk-free” culture with the lowest staff turnover rate in the industry. Our supportive network of well-rounded professionals is excited to catapult your growth and help pave your pathway to professional excellence.
Make your mark. Experience our difference.
This is an exempt position, so you may have to work hours that exceed the standard 40-hour work week.
Plante Moran is an Equal Opportunity Employer, committed to a diverse workplace.
Interested applicants must submit their resume for consideration using our applicant tracking system. Due to the high volume of applications received, only candidates selected for interviews will be contacted. Candidates must be legally authorized to work in the United States without sponsorship, with the exception of candidates that are bilingual in Japanese and English. Unsolicited resumes from search firms or employment agencies, or similar, will not be paid a fee and become the property of Plante Moran.
The specific statements above are not intended to be all-inclusive.
What makes us different?
On the surface, we’re one of the nation’s largest audit, tax, consulting, and wealth management firms. But dig a little deeper, and you’ll see what makes us different: we’re a relatively jerk-free firm (hey, nobody ‘s perfect) with a world-class culture, consistent recognition as one of Fortune Magazine’s “100 Best Companies to Work For,” and an endless array of opportunities. At Plante Moran, diversity, equity and inclusion means that all staff members have equitable and fair opportunities to succeed, in an inclusive environment, with their individual, unique identities. So, what are you waiting for? Apply now.
Plante Moran enjoys a “Workplace for Your Day” model which, simply put, means we strive for flexibility and balance while staying true to our principally in-person model. We believe that face-to-face interactions are paramount for individual and collective development, but also encourage individuals to work with their supervisor and team to determine their optimal working environment each day.
Plante Moran is committed to a diverse workplace. We strive to create a culture where each person feels accepted and valued. We believe that each person’s ultimate potential begins with first acknowledging their inherent dignity. When we can recognize — and celebrate — our many human differences, we’re able to create a workplace where all staff feel a sense of belonging and an opportunity to succeed. This allows us to attract and retain the best talent, serve clients through diverse thinking, and better represent and support the various communities in which we live and work. Plante Moran is an Equal Opportunity Employer.
Plante Moran maintains a drug-free workplace.
Interested applicants must submit their resume for consideration using our applicant tracking system. Due to the high volume of interest in our positions, only candidates selected for interviews will be contacted. Candidates must be legally authorized to work in the United States without sponsorship, with the exception of qualified candidates who are bilingual in either Japanese and English or Chinese and English. Unsolicited resumes from search firms or employment agencies, or similar, will not be paid a fee and become the property of Plante Moran.
The specific statements above are not intended to be all-inclusive.
We are pleased to offer eligible staff a robust benefits package. Eligibility and contribution requirements for some of these benefits vary based on the number of hours staff work per week. Highlights include health, dental, vision, disability, and life insurance. In addition to this, eligible staff are able to take advantage of our Flexible Time Off and various pre-determined holidays, as well as a 401(k) plan, flexible benefits plans, business-related travel expense, lodging, and meal reimbursement for business-related use. A pension plan is also available for eligible administrative and paraprofessional staff. A discretionary bonus plan is available for eligible staff. Plante Moran also offers some contingent staff positions the option to elect health insurance in addition to limited paid sick time.
The compensation range reflects the base salary we reasonably expect to pay for this position across our offices in the following regions: CO, IL, OH, and MA. Please review the position description for the applicable geographic location. Generally, experienced hires are not hired at or near the maximum salary range, as compensation decisions take into account a wide variety of factors, including but not limited to: responsibilities, education, experience, knowledge, skills, and geography. For early career roles, including campus hires, we offer standardized, market-based starting salaries among individuals within the same hiring group. This approach ensures fairness and reflects current industry benchmarks for entry-level talent.
Under Colorado’s Job Application Fairness Act, you have the right to redact, from any documents that you submit in connection with your application, information that identifies your age, date of birth, or dates of attendance at or graduation from an educational institution. Should you wish to exercise your right to redact such information, please redact it prior to submitting documentation.
The compensation range for this role in CO, IL, OH, and MA is: $78,000.00 - $128,500.00
#LI-HD1
This application window is a good-faith estimate of the time that this posting will remain open. This deadline will be promptly updated if the deadline is extended.
Count on us. Our "we-care" culture is more than just a motto; it's a promise. From day one, we prioritize your growth, well-being, and success. You can count on us to support your career journey and help you achieve your professional goals. Join us.
Our internal firm services team focuses on the firm’s critical business needs. From marketing to internal accounting and everything in between, our integrated solution approach is designed to help enable and manage growth, leverage resources, and optimize firm operations. At Plante Moran, we have the privilege of serving clients and providing consultative services as they face challenges and seek new opportunities.
Your role.
Your work will include, but not be limited to:
- Key resource to build and support financial and key data from the various financial systems used in Internal Accounting and across the firm.
- Troubleshoot and enhance current published reports
- Build and create reporting in various systems including Workday, Power BI and Adaptive Planning
- Be able to intake report requests and find the best data and solution to fulfill the request.
- Assisting with Helpdesk reporting items and escalating issues appropriately
- Running assigned and ad hoc data requests and analysis
- Data Analysis and Investigation
- Use different tools such as SSMS (SQL), Power BI, Excel, Alteryx and internal applications to investigate, transform or analyze data
- Data analysis and cleansing
- Business process reviews, creation and investigation using various MS Power apps.
- Analytical abilities required:
- Understand internal processes and terminology
- Creative, critical thinking, and problem solving
- Strong troubleshooting skills
- Cross functional communication to interpret requests into deliverables.
- Strong interpersonal and communication skills required to:
- Promote positive working relationships with diverse personalities/roles at all levels in the firm
The qualifications.
- Bachelor’s degree in a related field required.
- 1-5 years of experience in financial data analysis and support
- Strong aptitude to data analysis required
- Report development experience required
- Familiarity with databases preferred
- Advanced Excel/VBA skills preferred
- Accounting/financial reporting and analysis experience preferred
- Workday experience preferred
Our difference.
We are a nationally recognized public accounting, consulting, and wealth management firm, consistently ranked as one of FORTUNE magazine’s “100 Best Companies to Work For.” At Plante Moran, we live by the Golden Rule, fostering a relatively “jerk-free” culture with the lowest staff turnover rate in the industry. Our supportive network of well-rounded professionals is excited to catapult your growth and help pave your pathway to professional excellence.
Make your mark. Experience our difference.
This is an exempt position, so you may have to work hours that exceed the standard 40-hour work week.
Plante Moran is an Equal Opportunity Employer, committed to a diverse workplace.
Interested applicants must submit their resume for consideration using our applicant tracking system. Due to the high volume of applications received, only candidates selected for interviews will be contacted. Candidates must be legally authorized to work in the United States without sponsorship, with the exception of candidates that are bilingual in Japanese and English. Unsolicited resumes from search firms or employment agencies, or similar, will not be paid a fee and become the property of Plante Moran.
The specific statements above are not intended to be all-inclusive.
What makes us different?
On the surface, we’re one of the nation’s largest audit, tax, consulting, and wealth management firms. But dig a little deeper, and you’ll see what makes us different: we’re a relatively jerk-free firm (hey, nobody ‘s perfect) with a world-class culture, consistent recognition as one of Fortune Magazine’s “100 Best Companies to Work For,” and an endless array of opportunities. At Plante Moran, diversity, equity and inclusion means that all staff members have equitable and fair opportunities to succeed, in an inclusive environment, with their individual, unique identities. So, what are you waiting for? Apply now.
Plante Moran enjoys a “Workplace for Your Day” model which, simply put, means we strive for flexibility and balance while staying true to our principally in-person model. We believe that face-to-face interactions are paramount for individual and collective development, but also encourage individuals to work with their supervisor and team to determine their optimal working environment each day.
Plante Moran is committed to a diverse workplace. We strive to create a culture where each person feels accepted and valued. We believe that each person’s ultimate potential begins with first acknowledging their inherent dignity. When we can recognize — and celebrate — our many human differences, we’re able to create a workplace where all staff feel a sense of belonging and an opportunity to succeed. This allows us to attract and retain the best talent, serve clients through diverse thinking, and better represent and support the various communities in which we live and work. Plante Moran is an Equal Opportunity Employer.
Plante Moran maintains a drug-free workplace.
Interested applicants must submit their resume for consideration using our applicant tracking system. Due to the high volume of interest in our positions, only candidates selected for interviews will be contacted. Candidates must be legally authorized to work in the United States without sponsorship, with the exception of qualified candidates who are bilingual in either Japanese and English or Chinese and English. Unsolicited resumes from search firms or employment agencies, or similar, will not be paid a fee and become the property of Plante Moran.
The specific statements above are not intended to be all-inclusive.
We are pleased to offer eligible staff a robust benefits package. Eligibility and contribution requirements for some of these benefits vary based on the number of hours staff work per week. Highlights include health, dental, vision, disability, and life insurance. In addition to this, eligible staff are able to take advantage of our Flexible Time Off and various pre-determined holidays, as well as a 401(k) plan, flexible benefits plans, business-related travel expense, lodging, and meal reimbursement for business-related use. A pension plan is also available for eligible administrative and paraprofessional staff. A discretionary bonus plan is available for eligible staff. Plante Moran also offers some contingent staff positions the option to elect health insurance in addition to limited paid sick time.
The compensation range reflects the base salary we reasonably expect to pay for this position across our offices in the following regions: CO, IL, OH, and MA. Please review the position description for the applicable geographic location. Generally, experienced hires are not hired at or near the maximum salary range, as compensation decisions take into account a wide variety of factors, including but not limited to: responsibilities, education, experience, knowledge, skills, and geography. For early career roles, including campus hires, we offer standardized, market-based starting salaries among individuals within the same hiring group. This approach ensures fairness and reflects current industry benchmarks for entry-level talent.
Under Colorado’s Job Application Fairness Act, you have the right to redact, from any documents that you submit in connection with your application, information that identifies your age, date of birth, or dates of attendance at or graduation from an educational institution. Should you wish to exercise your right to redact such information, please redact it prior to submitting documentation.
The compensation range for this role in CO, IL, OH, and MA is: $78,000.00 - $128,500.00
#LI-HD1
This application window is a good-faith estimate of the time that this posting will remain open. This deadline will be promptly updated if the deadline is extended.
Financial Sales Consultant Jobs by Experience Level
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Find JobsFinancial Sales Consultant Job Market
Who's Hiring
- Fidelity Investments50
- Wealthbridge Financial47
- Charles Schwab28
- EY25
- Guidehouse24
Top Industries Hiring
- Banking & Financial Services17
- Insurance11
- Technology & Software7
- Accounting & Auditing6
- Consulting & Professional Services4
What Employers Look For
The qualifications that appear most often in financial sales consultant jobs.
- Active Series 6, Series 7, or Series 63 license or willingness to obtain within 90 days
- Demonstrated experience meeting or exceeding a sales quota in a financial services environment
- Proficiency with CRM platforms to manage pipelines, track activity, and log client interactions
- Bachelor's degree in finance, business, economics, or a related field
- Strong knowledge of financial products including investment vehicles, insurance, or lending products
- State insurance license or Life and Health license depending on the product line being sold
Tips for Your Financial Sales Consultant Job Search
Quantify your book of business
Financial sales roles live and die by numbers. On your resume, replace vague descriptions with figures: revenue generated, assets under management, client retention rates, and new accounts opened. Hiring managers in this field scan for proof of production first.
Lead with your licenses upfront
If you hold a Series 6, Series 7, Series 63, Series 65, or state insurance license, list them in a dedicated credentials section near the top of your resume. Recruiters filter for licensed candidates early, so burying credentials in a footnote costs you interviews.
Apply early to roles that fit
Migrate Mate lists financial sales consultant openings from across the United States in one place, so you can find roles that match and apply directly to each listing.
Target postings by product type
Financial sales roles differ sharply between annuities, term life, managed portfolios, and commercial credit. When searching, filter by product type or sector so your experience maps closely to what the employer actually sells. A strong match on product line outweighs general sales experience.
Prepare a client scenario for the interview
Most financial sales interviews include a role-play or case question where you walk a prospect through a product recommendation. Prepare a realistic two-minute scenario using a product the company actually sells, and practice objection handling around price and suitability.
Negotiate total comp, not just base
Financial sales offers are structured around base salary, commission tier, and sometimes residuals or renewal bonuses. Before accepting, ask for the full compensation schedule in writing so you understand how commission escalates and when residuals vest.
Financial Sales Consultant Jobs: Frequently Asked Questions
Which companies are hiring the most financial sales consultants?
The most active employers for financial sales consultants right now are Fidelity Investments, Wealthbridge Financial, and Charles Schwab, and the most openings are in New York, California, and Texas, based on current listings on Migrate Mate as of November 2026. Demand is particularly concentrated in firms that distribute insurance, wealth management, and retail banking products at scale.
How many financial sales consultant jobs are remote?
About 84% of financial sales consultant openings are fully remote or hybrid as of November 2026, with the highest remote share in roles focused on inbound financial product sales, insurance renewals, and virtual wealth management consultations. Roles that require in-person client relationship building or branch presence remain predominantly on-site.
How do you become a financial sales consultant?
Start by earning a bachelor's degree in finance, business, or economics, then obtain the licenses your target product line requires, most commonly a Series 6 or Series 7 for investment products or a Life and Health license for insurance. Build foundational sales skills in a customer-facing role, then pursue entry-level financial sales positions at a bank, brokerage, or insurance carrier to develop your client base and production history.
Can you get hired as a financial sales consultant with little experience?
Yes, many firms hire financial sales consultants without prior financial services experience if you're willing to obtain the required licenses during onboarding. Retail banking, insurance, and fintech companies frequently run paid training programs for candidates who demonstrate strong consultative selling instincts and a history of meeting targets in any sales environment. Highlighting cold outreach, quota performance, and client retention from adjacent roles strengthens your case significantly.
What does the financial sales consultant interview process look like?
The process typically starts with a phone screen focused on your sales background and licensing status, followed by a panel or one-on-one interview with the hiring manager and a senior sales leader. Most employers include a product knowledge assessment or a live role-play where you walk through a client scenario. Final rounds often involve a conversation with a branch manager or regional director and a discussion of compensation structure and production expectations.
Where can I find and apply to financial sales consultant jobs?
You can find and apply to financial sales consultant jobs on Migrate Mate, which lists current openings from across the United States. Find roles that match your experience, product focus, and preferred location, then apply directly to each listing.
See All 471+ Financial Sales Consultant Jobs
Find roles that match your experience and apply in just a few clicks.
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