# Financial Consultant

Occupation

Canonical page: https://career.thegoodapps.co/occupations/financial-consultant

A Financial Consultant advises individuals or businesses on managing their money, typically working for wealth management firms, banks, or independent advisory practices to build long-term client relationships. The role centers on financial planning, investment analysis, retirement planning, and tax planning, all delivered through strong client relationship management as consultants tailor recommendations to each client's goals and risk tolerance. Many hold certifications like CFP or Series licenses and combine analytical rigor with the interpersonal skills needed to guide clients through major financial decisions.

Top skills: [Financial Planning](https://career.thegoodapps.co/skills/financial-planning), [Retirement Planning](https://career.thegoodapps.co/skills/retirement-planning), [Tax Planning](https://career.thegoodapps.co/skills/tax-planning)

## Career ladder

- Often comes from: [Financial Analyst](https://career.thegoodapps.co/occupations/financial-analyst)
- Often leads to: [Financial Planning Manager](https://career.thegoodapps.co/occupations/financial-planning-manager)

## Similar roles

[Financial Analyst](https://career.thegoodapps.co/occupations/financial-analyst), [Financial Investment Consultant](https://career.thegoodapps.co/occupations/financial-investment-consultant), [Financial Planner Consultant](https://career.thegoodapps.co/occupations/financial-planner-consultant), [Financial Services Sales Agent](https://career.thegoodapps.co/occupations/financial-services-sales-agent), [Investment Analyst](https://career.thegoodapps.co/occupations/investment-analyst), [Personal Banker](https://career.thegoodapps.co/occupations/personal-banker), [Personal Financial Advisor](https://career.thegoodapps.co/occupations/personal-financial-advisor), [Senior Loan Officer](https://career.thegoodapps.co/occupations/senior-loan-officer)

## Open Financial Consultant roles (2)

- [Financial Consultant](https://xcelenergy.wd1.myworkdayjobs.com/en-US/External/job/Minneapolis-MN-55401/Financial-Consultant_JR116021-2) at [Public Service Company of Colorado](https://career.thegoodapps.co/organizations/public-service-company-of-colorado) (listed on Public Service Company of Colorado's own careers site)
- [Financial Consultant](https://tiaa.wd1.myworkdayjobs.com/en-US/Search/job/Coralville-IA-USA/Financial-Consultant_R260700475-3) at [Nuveen](https://career.thegoodapps.co/organizations/nuveen) — Coralville, IA (listed on Nuveen's own careers site)

## Roles similar to Financial Consultant (166)

From [Financial Analyst](https://career.thegoodapps.co/occupations/financial-analyst), [Financial Investment Consultant](https://career.thegoodapps.co/occupations/financial-investment-consultant), [Financial Planner Consultant](https://career.thegoodapps.co/occupations/financial-planner-consultant), [Financial Services Sales Agent](https://career.thegoodapps.co/occupations/financial-services-sales-agent), [Investment Analyst](https://career.thegoodapps.co/occupations/investment-analyst), [Personal Banker](https://career.thegoodapps.co/occupations/personal-banker), [Personal Financial Advisor](https://career.thegoodapps.co/occupations/personal-financial-advisor), [Senior Loan Officer](https://career.thegoodapps.co/occupations/senior-loan-officer).

- [Financial Analyst](https://sec.wd3.myworkdayjobs.com/en-US/Samsung_Careers/job/12100-Samsung-Blvd-Austin-TX-USA/Financial-Analyst_R120251) at [Samsung Semiconductor](https://career.thegoodapps.co/organizations/samsung-semiconductor) — Austin, TX (listed on Samsung Semiconductor's own careers site)
- [Financial Analyst](https://eevd.fa.us6.oraclecloud.com/hcmUI/CandidateExperience/en/sites/CX_1/job/2027329/apply) at [Hearst Communications](https://career.thegoodapps.co/organizations/hearst-communications) — New York, NY (listed on Hearst Communications's own careers site)
- [Personal Banker](https://wsfsbank.wd1.myworkdayjobs.com/en-US/wsfscareers/job/Narberth-PA/Personal-Banker-I_R-104014-3) at [WSFS Bank](https://career.thegoodapps.co/organizations/wsfs-bank) — Narberth, PA (listed on WSFS Bank's own careers site)
- [Financial Analyst](https://rocket.wd5.myworkdayjobs.com/en-US/rocket_careers/job/AMC-San-Jose-CRI/Financial-Analyst_R2026-6685) at [Rocket Software](https://career.thegoodapps.co/organizations/rocket-software) — San Jose, CA (listed on Rocket Software's own careers site)
- [Financial Analyst](https://franklintempleton.wd5.myworkdayjobs.com/en-US/Jobs-Clarion/job/New-York-New-York-United-States-of-America/Financial-Analyst_869453-1) at [Clarion Partners](https://career.thegoodapps.co/organizations/clarion-partners) — New York, NY (listed on Clarion Partners's own careers site)
- [Financial Analyst](https://onehealthineers.wd3.myworkdayjobs.com/en-US/SHSJB/job/PEK-CJ/Financial-Analyst_R-30257) at [Varian Medical Systems](https://career.thegoodapps.co/organizations/varian-medical-systems) — PEK CJ (listed on Varian Medical Systems's own careers site)
- [Financial Analyst, FP&A](https://career.thegoodapps.co/jobs/370b53bc-f0b0-4153-81f6-f9efa1e8a20d/financial-analyst-fp-a-at-hims-and-hers) at [Hims and Hers](https://career.thegoodapps.co/organizations/hims-and-hers) — Full-time, US Remote, $100,000 – $125,000
- [Financial Analyst](https://flir.wd1.myworkdayjobs.com/en-US/flircareers/job/US---Camarillo-CA/Financial-Analyst_REQ36259) at [FLIR Systems](https://career.thegoodapps.co/organizations/flir-systems) — Camarillo, CA (listed on FLIR Systems's own careers site)
- [Financial Analyst](https://iheartmedia.wd5.myworkdayjobs.com/en-US/External_iHM/job/Dallas-TX-Dallas-Pkwy/Financial-Analyst_Req39098-2) at [iHeartMedia](https://career.thegoodapps.co/organizations/iheartmedia) — Dallas, TX (listed on iHeartMedia's own careers site)
- [Financial Analyst](https://veritiv.wd5.myworkdayjobs.com/en-US/VeritivCareers/job/USA---GA---Sandy-Springs/Financial-Analyst_R31757) at [Veritiv](https://career.thegoodapps.co/organizations/veritiv) — USA - GA - Sandy Springs (listed on Veritiv's own careers site)

## People with this title (0)

No one holds this exact title here yet.