Mid Level Financial Sales Consultant Jobs

Mid level financial sales consultant jobs go to professionals ready to own client portfolios, drive revenue targets with limited oversight, and guide junior team members through complex financial product cycles. Roles run heavily 50 remote and hybrid across Banking & Financial Services, Insurance, and Accounting & Auditing, with employers like Nusenda Credit Union, Truist, and Baker Tilly Canada hiring at this level now.

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Overview

Open roles15
Top stateTexas
Top employerNusenda Credit Union
Top cityHouston, TX
Work type50% On-site
Top industryBanking

Showing 5 of 15+ Mid Level Financial Sales Consultant jobs

Financial Institution Senior Consultant
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Added 2d ago
Financial Institution Senior Consultant
Baker Tilly Canada
New York, New York
Compliance & Legal
Consulting & Professional Services
Finance
Accounting
Compliance & Risk
Audit
Tax
$73k - $148k/yr
Hybrid
Bachelor's
1,001-5,000

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Brokerage Financial Consultant
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Added 2d ago
Brokerage Financial Consultant
Truist
Houston, Texas
Compensation & Benefits
Consulting & Professional Services
Human Resources (HR) — Generalist
Bachelor's degree in finance
10,000+

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Independent Marketing Recruiting Consultant II - Financial Services
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Added 1w ago
Independent Marketing Recruiting Consultant II - Financial Services
Alliant Insurance Services
Omaha, Nebraska
Compliance & Risk
Consulting & Professional Services
Environmental Science
High school diploma or GED
1,001-5,000

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Senior Consultant, CFO Advisory - Financial Services
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Added 2w ago
Senior Consultant, CFO Advisory - Financial Services
Baker Tilly Canada
New York, New York
Accounting
Audit
$87k - $164k/yr
Bachelor's degree in finance
1,001-5,000

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Float Financial Consultant
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Added 2w ago
Float Financial Consultant
Nusenda Credit Union
Albuquerque, New Mexico
Retail Banking & Branch Management
Retail Banking Associate
High school diploma or GED
201-500

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Mid Level Financial Sales Consultant Job Market

Who's Hiring

Nusenda Credit Union4 open roles
Truist3 open roles
Baker Tilly Canada3 open roles

Top Industries Hiring

  • Banking & Financial Services
  • Insurance
  • Accounting & Auditing
  • Consulting & Professional Services

Mid Level Financial Sales Consultant Jobs: Frequently Asked Questions

How do I get a mid level financial sales consultant job?

Position your existing experience around measurable outcomes: retained clients, revenue generated, or products sold against quota. Highlight your ability to manage a full sales cycle independently, navigate complex financial conversations, and handle accounts without close supervision. Tailor your resume to show progression within your specialty, whether that is wealth management, insurance, or commercial lending, and emphasize any cross-functional collaboration or client relationship ownership.

Which companies hire mid level financial sales consultants?

Companies hiring mid level financial sales consultants right now include Nusenda Credit Union, Truist, and Baker Tilly Canada, based on current listings on Migrate Mate as of November 2026. Hiring at this level covers regional banks, national insurance carriers, independent wealth management firms, and fintech companies scaling their advisor or sales teams.

Are there remote mid level financial sales consultant jobs?

Yes, though availability varies by employer and product line. About 50% of mid level financial sales consultant openings are remote or hybrid as of November 2026, with fully remote roles more common in insurance and software-driven financial products than in roles requiring in-person client relationship management or branch presence.

How do I move up to a mid level financial sales consultant role?

Moving from entry level into a mid level financial sales consultant role comes down to demonstrating independent ownership. Build a consistent record of meeting or exceeding quota, deepen your knowledge of a specific product category or client segment, and take on accounts or projects that require less hand-holding. Employers look for advisors who can manage the full client lifecycle and start influencing how junior colleagues approach sales conversations.

Which industries hire the most mid level financial sales consultants?

Mid Level financial sales consultant roles concentrate in Banking & Financial Services, Insurance, and Accounting & Auditing, based on current listings on Migrate Mate as of November 2026. These sectors drive consistent hiring at the mid level because they depend on experienced advisors who can manage established client relationships, cross-sell complex products, and generate revenue with minimal direction.