Investment Consultant Jobs
Investment Consultant jobs are open across wealth management, banking, insurance, and financial services firms, from entry-level analyst to senior and principal roles, with specializations in portfolio management, retirement planning, and high-net-worth client advisory. Scan the live roles below and apply to whichever ones fit.
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Showing 5 of 123+ Investment Consultant jobs
Financial Services Professional
Visalia/Fresno/Clovis/Hanford/Tulare
$70,000-$150,000 : Full-Time/Hybrid
Join New York Life – Central California office as a Financial Professional and help clients build secure financial futures. We are looking to fill our open position and join our team of financial professionals and advisors. Training, Development and Licensing Support provided by the firm for the right candidates. Our company is growing at a record pace. We need to expand the team to provide clients with guidance on a wide variety of financial matters from Investments* to Insurance. Seeking few quality people with a strong entrepreneurial mindset, the mentality of a business-owner building a book of business and the focus/desire to earn six-figure income yearly while growing professionally.
Compensation Package:
- W-2 Position with Full Corporate Benefits
- TAS Salary and Activity Stipend
- Commissions and Residuals
- Bonuses Paid Throughout The Year
- Quarterly Incentives
- Pension Plan(Vested after 5 years)
- 401K Retirement Benefits Options with 401K Match
- Medical, Vision & Dental Insurance Option
What You’ll Do:
- Getting trained, obtaining licenses and designations
- Use our integrated CRM and marketing tools to identify new prospects
- Meet with clients to gather financial information and goals
- Structure personalized financial strategies based on client needs
- Recommend solutions including Life insurance, Long term care plans, Disability Insurance, Retirement Savings plans, Business Solutions and Investments*
- Build long-term relationships and trust with clients and businesses
What We Offer:
- Our fully paid and sponsored NYLIC University training program, designed to provide career-long support and growth including tuition reimbursement program for certain advanced, professional designation courses.
- 2 year in person/hybrid training & mentorship program that help to achieve Designations and Licenses.
- Investment licenses exam fees for first attempt and study material along with the financial designations pathway programs are sponsored and fully paid by the company for the right candidate.
- Marketing, Prospecting, Tech support and access to integrated systems.
- Three highly-skilled affiliations that provide advanced markets support : Our Advanced Planning Group of decorated and talented lawyers and tax professionals, Eagle Strategies* for qualifying agents who are also Registered Representatives , The Nautilus Group for qualifying agent.
- A team of highly-trained, experienced product consultants to support your agent’s client acquisition needs.
- Collaboration with established professionals within the company for high net worth clients and cases.
- Backing of a well established Fortune 100 company with a 180 year legacy with highest industry ratings.
Requirements:
- Great Communication Skills (Written and Spoken)
- Professional Attitude/Pleasant Demeanor
- Coachable & Growth Mindset
- Computer Savvy
- Strong Networking Skills
- Financial Literacy/Willing to learn
- Pass a Background Check
- High ethical standards/Discipline
Financial Services experience definitely helps but not necessary. College Degree - Bachelors (Preferred). Some of the most successful Advisors here transitioned from completely different fields like Teachers, Military, and Coaches. Former Mortgage Loan Officers, Car salesman, customer service representatives have made into great financial careers also. If you have knowledge or a background in Taxes, this is definitely a position you would want to explore. Sales experience can definitely be helpful as long as it is non-aggressive. Our primary goal is to maintain client relationships for life. Position comes with a uncapped commissions structor + TAS Salary + Renewals + Bonu & Incentives. Position also includes 401K match, Pension plan and options of Medical, Dental, Vision & Life insurance.
About New York Life:
We are among the most financially secure companies in the world, 180 year old strong history backing with best ratings awarded from all four major financial rating agencies and the largest mutual life insurance company in US.
Some more accolades as :
- "Most Admired Companies to Work for in America (Finance)" - Fortune (2024)
- "Best Finance Companies and Top 50" - Business Insider (2024)
- "America's BEST Largest Employers" - Forbes (2024)
- "Top Company for Executive Women" - Seramount (2023)
- "Top 100 Best Companies" - Seramount (2023)
- The Only Life Insurance Company Endorsed by AARP
- #1 Ranked Company in leading the Million Dollar Round Table for 71 consecutive years **MDRT membership consists of all Top Producing Agents in the Insurance/Financial Services Industry
- "Most Admired Company" - Fortune (2025)
- Fortune Magazine's Fortune 500 with #62 for 2025"
- Most Trusted Financial Companies" - Investor's Business Daily (IBD) & MarketWatch (2024)
- "America's Best Employers for Diversity" - Forbes (2025)
- Chief Learning Officer: 2024
- CLO Learning Elite Bronze AwardScored 100 on Human Rights Campaign Corporate Equality Index for 2025
Fast Track to Partner/Management Available contingent upon qualifications
Must be able to commute to Central California General Office located in Fresno.
*Securities offered through NYLIFE Securities LLC (Member FINRA/SIPC),A Licensed Insurance Agency and a New York Life Company
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Employee assistance program
- Flexible schedule
- Flexible spending account
- Health insurance
- Health savings account
- Life insurance
- Opportunities for advancement
- Paid time off
- Paid training
- Parental leave
- Professional development assistance
- Referral program
- Retirement plan
- Tuition reimbursement
- Vision insurance
- Work from home
Experience:
- Sales: 2 years (Preferred)
License/Certification:
- CA Driving License (Required)
Work Location: In person
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Find Investment Consultant JobsInvestment Consultant Job Market
Who's Hiring
- Fidelity Investments33
- State Street8
- Charles Schwab8
- Bank of America7
- Deloitte6
Top Industries Hiring
- Banking & Financial Services
- Investment & Asset Management
- Consulting & Professional Services
What Employers Look For
The qualifications that appear most often in investment consultant jobs.
- Active Series 65 or Series 66 license, or willingness to obtain within a set period
- Bachelor's degree in finance, economics, business, or a related field
- Demonstrated experience managing client relationships and investment portfolios
- Proficiency with financial planning software and portfolio analysis tools
- CFP, CFA, or ChFC designation preferred for senior and advisory-track roles
- Strong knowledge of investment products including equities, fixed income, and mutual funds
Tips for Your Investment Consultant Job Search
Tailor your resume to each specialty
Investment consultant roles split sharply between retail wealth, institutional, and insurance channels. Highlight the exact client type and product set relevant to each opening, a resume built for a wirehouse role reads very differently than one targeting a registered investment advisor.
Lead with your licensing credentials
Hiring managers scan for Series 7, Series 65, or Series 66 licenses before reading anything else. Put your active licenses and FINRA registrations in a dedicated line near the top of your resume, not buried in an education or certifications section at the bottom.
Quantify client and AUM impact clearly
Vague claims about growing a book of business don't land. State the number of households served, the asset range you managed, or the retention rate you maintained. Reviewers at financial firms expect numbers, and they know when you're hedging.
Apply early to roles that fit
Migrate Mate lists investment consultant openings from across the United States in one place, so you can find roles that match and apply directly to each listing.
Prepare a case study for the advice interview
Many investment consultant interviews include a scenario round where you recommend a portfolio allocation or financial plan for a hypothetical client. Practice walking through your reasoning out loud, interviewers care as much about how you justify a recommendation as the recommendation itself.
Negotiate comp structure, not just base salary
Investment consultant offers often include trails, production bonuses, or grid-based payouts that dwarf the base. Before accepting, clarify the payout grid tier you'd start at, any clawback provisions on signing bonuses, and whether the firm assigns a book or expects you to build from scratch.
Investment Consultant Jobs: Frequently Asked Questions
Which companies are hiring the most investment consultants?
The most active employers for investment consultants right now are Fidelity Investments, State Street, and Charles Schwab, and the most openings are in Texas, California, and Florida, based on current listings on Migrate Mate as of November 2026. Demand is consistent across large wirehouses, independent registered investment advisors, and insurance-affiliated firms.
How many investment consultant jobs are remote?
About 91% of investment consultant openings are fully remote or hybrid as of November 2026, though fully remote roles are more common in phone-based financial planning and insurance channels than in in-person wealth management or institutional advisory roles that rely on face-to-face client relationships.
How do you become an investment consultant?
Start by earning a bachelor's degree in finance, economics, or business, then obtain the required FINRA licenses for the type of practice you want to enter. Build client-facing experience through a support or associate role at a brokerage or advisory firm, pursue a CFP or CFA designation to strengthen your credibility, and develop a consistent process for sourcing and retaining clients over time.
Can you get an investment consultant job with little experience?
Yes, many firms hire candidates into associate or junior consultant roles specifically to train them. Passing your Series 65 or Series 66 before applying signals seriousness and removes a major hiring barrier. Internships at brokerage firms, banks, or insurance companies carry real weight, and some firms prefer to build their own consultants from scratch rather than inherit someone else's client habits.
What does the investment consultant interview process look like?
The process typically starts with a phone screen focused on your licensing status and experience with clients, followed by one or two in-person or video rounds covering your investment philosophy, how you handle objections, and your approach to prospecting. Many firms include a scenario or case round where you walk through a client situation and present a recommendation, and final-round conversations often involve the branch manager or a senior advisor.
Where can I find and apply to investment consultant jobs?
You can find and apply to investment consultant jobs on Migrate Mate, which lists current openings from across the United States. Search the roles available, find the ones that match your background and target market, and apply directly to each listing that fits.
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