Financial Services Consultant Jobs
Financial Services Consultant jobs are open across banking, insurance, wealth management, and fintech, from entry-level associate to senior principal, with specializations in retirement planning, risk advisory, and investment strategy. Scan the live roles below and apply to whichever ones fit.
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Showing 5 of 94+ Financial Services Consultant jobs
Financial Services Consultant- Teller / Personal Banker (Part Time)
Job Type: Part Time
Exemption Type: Non-Exempt
Wage Amount: $19.50 hourly minimum
The primary purpose of the Financial Services Consultant I is to create an enjoyable, memorable, and impactful experience through the delivery of exceptional member service while building strong, long-term financial relationships and striving to positively impact members with each interaction. In accordance with established policies and procedures, the Financial Services Consultant I will engage in consultative conversations with members, identify their financial needs, and recommend valuable solutions to improve their financial well-being and quality of life. This entry level position is a great way to start your financial services career!
Member Consultation
- Engage in meaningful consultative conversations, uncovering members’ needs and recommend products and services to improve their financial lives.
- Embody sincere empathy and display a deep passion for helping members achieve their financial goals.
- Assist members and prospective members with opening/closing deposit products and services.
- Recommend lending products/services and assist members with loan applications through video lending or refer to a branch lender.
- Identify and refer investment opportunities to A+ Wealth Management.
Financial Transactions
- Process financial transactions and service requests.
- Operate, maintain, and balance a cash drawer.
- Assist members with disputes and fraudulent transactions.
- Perform updates to members’ accounts (including but not limited to ownership changes, adding/removing beneficiaries, changes of address, etc.).
- Assist members with Safe Deposit Box entry (where applicable).
Branch Support
- Meet or exceed goals to support branch growth and the overall member experience.
- Perform or assist with vault teller responsibilities (balancing, buy/sells, and cash recycler management).
- Assist with the loading of ATMs (where applicable).
- Perform or assist with daily branch tasks (including but not limited to opening/closing duties, prepare outgoing currency shipment, etc.).
- Participate in branch meetings and trainings.
- Assist other branch locations as needed.
- Maintain knowledge of credit union products/services and policies/procedures.
- All other duties as assigned.
Community and Business Development
- Volunteer to participate in business development and community events.
- Represent the A+FCU brand and mission within the communities we serve; observe the highest standards of professionalism at all times.
- Deepen relationships at community/business development events by recommending A+FCU products and services.
Compliance
- Adhere to all A+FCU policies and procedures.
- Maintain adherence and compliance to all laws, rules, regulations, and internal controls.
- Complete required regulatory training as assigned.
Education and Experience
- High school diploma or G.E.D. equivalent required.
- Six months’ work experience required (personal banker, sales, and/or teller experience preferred).
Knowledge, Skills & Abilities
- Strong interpersonal skills, including the ability to demonstrate empathy, compassion, and understanding of others.
- Demonstrate and utilize professional communication skills, both written and verbal.
- Strong attention to detail and ability to follow-through on assigned tasks.
- Ability to work independently and as part of a team, with the flexibility to adapt to change.
- Strong time management and organizational skills.
- Basic knowledge of math/computer skills.
- Microsoft Office Suite product knowledge preferred.
- Must have the ability to travel between branch locations (as assigned).
- Floater branch – at least 25% of the time.
- Non-Floater branch – at least 5% of the time.
Physical Requirements
- Must be able to stand for long periods of time.
- Part-time team members must have the ability/stamina to work at least 28 hours per week.
- Full-time team members must have the ability/stamina to work at least 40 hours per week.
- Will frequently reach, bend, stoop, carry, finely manipulate and key in data.
- Must be able to engage in problem-solving skills to help identify and resolve member issues.
- Must be able to communicate extensively through in-person, e-mail, written, and telephone communications.
Decision-Making Capabilities
- Types of Decisions requiring supervisory approval: Exceptions outside of role limits, legal questions, and situations outside A+FCU policies and procedures.
Financial Services Consultant- Teller / Personal Banker (Part Time)
Job Type: Part Time
Exemption Type: Non-Exempt
Wage Amount: $19.50 hourly minimum
The primary purpose of the Financial Services Consultant I is to create an enjoyable, memorable, and impactful experience through the delivery of exceptional member service while building strong, long-term financial relationships and striving to positively impact members with each interaction. In accordance with established policies and procedures, the Financial Services Consultant I will engage in consultative conversations with members, identify their financial needs, and recommend valuable solutions to improve their financial well-being and quality of life. This entry level position is a great way to start your financial services career!
Member Consultation
- Engage in meaningful consultative conversations, uncovering members’ needs and recommend products and services to improve their financial lives.
- Embody sincere empathy and display a deep passion for helping members achieve their financial goals.
- Assist members and prospective members with opening/closing deposit products and services.
- Recommend lending products/services and assist members with loan applications through video lending or refer to a branch lender.
- Identify and refer investment opportunities to A+ Wealth Management.
Financial Transactions
- Process financial transactions and service requests.
- Operate, maintain, and balance a cash drawer.
- Assist members with disputes and fraudulent transactions.
- Perform updates to members’ accounts (including but not limited to ownership changes, adding/removing beneficiaries, changes of address, etc.).
- Assist members with Safe Deposit Box entry (where applicable).
Branch Support
- Meet or exceed goals to support branch growth and the overall member experience.
- Perform or assist with vault teller responsibilities (balancing, buy/sells, and cash recycler management).
- Assist with the loading of ATMs (where applicable).
- Perform or assist with daily branch tasks (including but not limited to opening/closing duties, prepare outgoing currency shipment, etc.).
- Participate in branch meetings and trainings.
- Assist other branch locations as needed.
- Maintain knowledge of credit union products/services and policies/procedures.
- All other duties as assigned.
Community and Business Development
- Volunteer to participate in business development and community events.
- Represent the A+FCU brand and mission within the communities we serve; observe the highest standards of professionalism at all times.
- Deepen relationships at community/business development events by recommending A+FCU products and services.
Compliance
- Adhere to all A+FCU policies and procedures.
- Maintain adherence and compliance to all laws, rules, regulations, and internal controls.
- Complete required regulatory training as assigned.
Education and Experience
- High school diploma or G.E.D. equivalent required.
- Six months’ work experience required (personal banker, sales, and/or teller experience preferred).
Knowledge, Skills & Abilities
- Strong interpersonal skills, including the ability to demonstrate empathy, compassion, and understanding of others.
- Demonstrate and utilize professional communication skills, both written and verbal.
- Strong attention to detail and ability to follow-through on assigned tasks.
- Ability to work independently and as part of a team, with the flexibility to adapt to change.
- Strong time management and organizational skills.
- Basic knowledge of math/computer skills.
- Microsoft Office Suite product knowledge preferred.
- Must have the ability to travel between branch locations (as assigned).
- Floater branch – at least 25% of the time.
- Non-Floater branch – at least 5% of the time.
Physical Requirements
- Must be able to stand for long periods of time.
- Part-time team members must have the ability/stamina to work at least 28 hours per week.
- Full-time team members must have the ability/stamina to work at least 40 hours per week.
- Will frequently reach, bend, stoop, carry, finely manipulate and key in data.
- Must be able to engage in problem-solving skills to help identify and resolve member issues.
- Must be able to communicate extensively through in-person, e-mail, written, and telephone communications.
Decision-Making Capabilities
- Types of Decisions requiring supervisory approval: Exceptions outside of role limits, legal questions, and situations outside A+FCU policies and procedures.
See All 94 Financial Services Consultant Jobs
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Find JobsFinancial Services Consultant Job Market
Who's Hiring
- EY21
- Mastercard6
- Guidehouse5
- Braze3
- IQVIA3
Top Industries Hiring
- Accounting & Auditing
- Insurance
- Banking & Financial Services
- Consulting & Professional Services
What Employers Look For
The qualifications that appear most often in financial services consultant jobs.
- Bachelor's degree in finance, business, economics, or a related field
- Active Series 7 and Series 66 or equivalent FINRA licensing
- CFP, ChFC, or similar professional certification preferred or required
- Demonstrated experience building and managing a client book of business
- Proficiency with CRM platforms and financial planning software
- Strong knowledge of financial products including investments, insurance, and retirement accounts
Tips for Your Financial Services Consultant Job Search
Tailor your resume to each specialty
Financial services consulting covers wealth management, risk advisory, insurance, and lending, and hiring managers screen for the specific one they need. Rewrite your summary and bullet points to match the specialization in each listing before you apply.
List licenses and certifications prominently
Credentials like Series 7, Series 65, CFP, or ChFC are often minimum requirements, not nice-to-haves. Put them in a dedicated section near the top of your resume so a recruiter skimming for compliance can confirm eligibility in seconds.
Apply early to roles that fit
Migrate Mate lists financial services consultant openings from across the United States in one place, so you can find roles that match and apply directly to each listing.
Quantify client and revenue impact
Generic phrases like 'managed client relationships' are common. Replace them with concrete outcomes: assets under advisement, retention rates, or revenue generated. Hiring managers in financial services expect numbers and treat vague bullet points as a credibility gap.
Prepare for technical and scenario-based rounds
Many financial services consultant interviews include a case study, a product suitability scenario, or a compliance question alongside behavioral questions. Practice walking through how you would assess a client's risk tolerance or recommend a product under regulatory constraints.
Negotiate total compensation, not just base salary
Financial services consulting roles often include production bonuses, trail commissions, or deferred compensation that can exceed base pay significantly. Ask for a written breakdown of the full package during negotiation so you can compare offers on equal terms.
Financial Services Consultant Jobs: Frequently Asked Questions
Which companies are hiring the most financial services consultants?
The most active employers for financial services consultants right now are EY, Mastercard, and Guidehouse, and the most openings are in New York, Illinois, and Texas, based on current listings on Migrate Mate as of November 2026. Demand is strongest at large wirehouse firms, regional banks, and independent registered investment advisors.
How many financial services consultant jobs are remote?
About 91% of financial services consultant openings are fully remote or hybrid as of November 2026, though the share varies by specialization. Financial planning, insurance consulting, and retirement advisory roles have the highest remote availability, while branch-based lending and in-person wealth management positions typically require on-site work.
How do you become a financial services consultant?
Start with a bachelor's degree in finance, economics, or business, then obtain the required FINRA licenses for the type of work you want to do, such as the Series 7 for securities or the Series 65 for investment advisory. Building client-facing experience at a bank, brokerage, or insurance firm and earning a designation like the CFP significantly improves your competitiveness for senior roles.
Can you get hired as a financial services consultant without experience?
Yes, entry-level financial services consultant roles exist, particularly at large insurance companies, wirehouses, and banks that run structured training programs for new advisors. These positions typically require a bachelor's degree and the ability to obtain licensing, and they provide support for passing exams and building an initial client base during the first one to two years.
What does the financial services consultant interview process look like?
Most financial services consultant interviews involve a phone screen followed by one or two in-person or video rounds. You can expect behavioral questions about client handling, a scenario or case study testing your product knowledge or compliance awareness, and sometimes a formal presentation to a panel. Firms with training programs may also include an assessment of your sales aptitude or ability to prospect new clients.
Where can I find and apply to financial services consultant jobs?
You can find and apply to financial services consultant jobs on Migrate Mate, which lists current openings from across the United States. Search the listings to find roles that match your specialization and experience level, then apply directly to each one that fits.
See All 94 Financial Services Consultant Jobs
Find roles that match your experience and apply in just a few clicks.
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