How to hire an advisor and consultant

How to hire an advisor and consultant, step by step

Here's a step-by-step advisor and consultant hiring guide:

• Step 1: Identify your hiring needs
• Step 2: Create an ideal candidate profile
• Step 3: Make a budget
• Step 4: Write an advisor and consultant job description
• Step 5: Post your job
• Step 6: Interview candidates
• Step 7: Send a job offer and onboard your new advisor and consultant
• Step 8: Go through the hiring process checklist

Post an advisor and consultant job for free, promote it for a fee

Post free

1. Identify your hiring needs

   Before you post your advisor and consultant job, you should take the time to determine what type of worker your business needs. While certain jobs definitely require a full-time employee, it's sometimes better to find an advisor and consultant for hire on a part-time basis or as a contractor.

   Determine employee vs contractor status

   Is the person you're thinking of hiring a US citizen or green card holder?

   Yes

   No

   You should also consider the ideal background you'd like them an advisor and consultant to have before you start to hire. For example, what industry or field would you like them to have experience in, what level of seniority or education does the job require, and how much it'll cost to hire an advisor and consultant that fits the bill.

   Here's a comparison of advisor and consultant salaries for various roles:

   Type of Advisor And Consultant	Description	Hourly rate
   Advisor And Consultant	Management analysts, often called management consultants, propose ways to improve the efficiency of an organization. They advise managers on how to make organizations more profitable through reduced costs and increased revenues.	$24-60
   Business Advisor	Business Advisors are consultants responsible for implementing business strategies to improve financial and operational efficiency. They are involved in preparing financial budgets, recommending a change in the operational process, identifying new business opportunities, evaluating a marketing strategy, and reviewing supplier and labor contracts... Show more	$32-66
   Business Development Consultant	The role of business consultants is to provide an analysis of a company on its business practices and make recommendations for long-term goals. This role is also connected with various duties and responsibilities, including reviewing the company's financial statements, engaging in research on how to improve the company's offers, and developing new business models... Show more	$25-65

   Show more

2. Create an ideal candidate profile

   Common skills:

   • Mutual Funds
   • Fixed Income
   • Client Relationships
   • Business Plan
   • Capital Markets
   • Financial Analysis
   • Securities
   • Business Development
   • Inbound Calls
   • LLC
   • Data Analysis
   • Business Strategy
   • Advisory Services
   • Risk Assessments

   Check all skills

   Responsibilities:

   • Manage CSR budget and agency and provide social media monitoring reporting and analysis to business on corporate reputation and brand issues.
   • Develop financial models to determine IRR, ROI, and obtain project financing.
   • Frame initial Facebook strategy and carrier operational requirements for SMS mobile messaging and advertising.
   • Analyze internal knowledge infrastructure and develop optimized information system/organization.
   • Help start-up apply for and secure SBA funding.
   • Provide consulting services relate to funding and strategy for small businesses base on SBA guidelines.

3. Make a budget

   Including a salary range in your advisor and consultant job description is a great way to entice the best and brightest candidates. An advisor and consultant salary can vary based on several factors:

   • Location. For example, advisor and consultants' average salary in florida is 51% less than in new jersey.
   • Seniority. Entry-level advisor and consultants earn 60% less than senior-level advisor and consultants.
   • Certifications. An advisor and consultant with a few certifications under their belt will likely demand a higher salary.
   • Company. Working for a prestigious company or an exciting start-up can make a huge difference in an advisor and consultant's salary.

   Average advisor and consultant salary

   $80,661yearly

   $38.78 hourly rate

   ---

   Entry-level advisor and consultant salary

   $51,000 yearly salary

   Updated December 16, 2025

4. Writing an advisor and consultant job description

   An advisor and consultant job description should include a summary of the role, required skills, and a list of responsibilities. It's also good to include a salary range and the first name of the hiring manager. To help get you started, here's an example of an advisor and consultant job description:

   Advisor and consultant job description example

   You are a driven and motivated problem solver ready to pursue meaningful work. You strive to make an impact every day & not only at work, but in your personal life and community too. If that sounds like you, then you've landed in the right place.
   Overview of the role:
   As an Advisor Consultant, you are responsible for driving Hartford Funds sales by building deep relationships with financial advisors, strategic partners, and firms. You will be expected to leverage existing relationships and build new relationships with financial advisors covering the Iowa territory. You will be required to reside in the territory.
   Responsibilities of the role:
   Provide marketing support and customer service to financial advisors in the assigned territory Present technical product knowledge in an innovative way Regularly update advisors on industry trends Work with drive and passion and encourage others to do the same Build strong relationships with our strategic partners, registered representatives, and firms Administrative: schedule and expense reporting Ability to increase sales in a very competitive marketplace by calling on financial advisors, calling on key contacts at the firms, calling on clients with their advisor and conducting seminar presentations and client events
   
   Qualifications:
   Bachelor's Degree, preferably business, economics, finance, sales, or marketing (or equivalent on-the-job experience) Distribution channel experience with assigned broker dealer firms Demonstrated track record of success with existing relationships inside the territory with Financial Advisors at specified firms.Technical proficiency of mutual funds Must be fully licensed (Series 7, Series 63) Sales focused with demonstrated ability to operate in a multitask environment and stay organized Able to take and manage risk Able to handle complex or rapid flow of information and ideas effectively Strong understanding of the market and sales process, how to prospect for brokers and clients and close the saleA consistently positive attitude, must be confident and assertiveA confident public speaker, must possess excellent presentation skills Strong verbal and written communication skillsA sincere drive to achieve and make the sale; solid work ethic Resourcefulness and superior problem-solving skillsA strong sense of independence yet "coachable"Able and willing to travel 80% of the time
   
   Compensation
   The listed annualized base pay range is primarily based on analysis of similar positions in the external market. Actual base pay could vary and may be above or below the listed range based on factors including but not limited to performance, proficiency and demonstration of competencies required for the role. The base pay is just one component of The Hartford's total compensation package for employees. Other rewards may include short-term or annual bonuses, long-term incentives, and on-the-spot recognition. The annualized base pay range for this role is:
   
   $72,000 - $72,000
   
   Equal Opportunity Employer/Females/Minorities/Veterans/Disability/Sexual Orientation/Gender Identity or Expression/Religion/Age
   
   About Us | Culture & Employee Insights | Diversity, Equity and Inclusion | Benefits
   
   Retail Sales Consultant - 87SX5E
   ---
   
   Skills:

   Copy this example

   

5. Post your job

   There are various strategies that you can use to find the right advisor and consultant for your business:

   • Consider promoting from within or recruiting from your existing workforce.
   • Ask for referrals from friends, family members, and current employees.
   • Attend job fairs at local colleges to find candidates who meet your education requirements.
   • Use social media platforms like LinkedIn, Facebook, and Twitter to reach potential job candidates.

   Post your job online:

   • Post your advisor and consultant job on Zippia to find and recruit advisor and consultant candidates who meet your exact specifications.
   • Use field-specific websites.
   • Post a job on free websites.

6. Interview candidates

   During your first interview to recruit advisor and consultants, engage with candidates to learn about their interest in the role and experience in the field. During the following interview, you'll be able to go into more detail about the company, the position, and the responsibilities.

   Remember to include a few questions that allow candidates to expand on their strengths in their own words. Asking about their unique skills might reveal things you'd miss otherwise. At this point, good candidates can move on to the technical interview.

   The right interview questions can help you assess a candidate's hard skills, behavioral intelligence, and soft skills.

7. Send a job offer and onboard your new advisor and consultant

   Once you've selected the best advisor and consultant candidate for the job, it's time to write an offer letter. In addition to salary, this letter should include details about the benefits and perks you offer the candidate. Ensuring that your offer is competitive is essential, as qualified candidates may be considering other job opportunities. The candidate may wish to negotiate the terms of the offer, and you should be open to discussion. After you reach an agreement, the final step is formalizing the agreement with a contract.

   It's also important to follow up with applicants who do not get the job with an email letting them know that the position is filled.

   After that, you can create an onboarding schedule for a new advisor and consultant. Human Resources and the hiring manager should complete Employee Action Forms. Human Resources should also ensure that onboarding paperwork is completed, including I-9s, benefits enrollment, federal and state tax forms, etc., and that new employee files are created.

8. Go through the hiring process checklist

   • Determine employee type (full-time, part-time, contractor, etc.)
   • Submit a job requisition form to the HR department
   • Define job responsibilities and requirements
   • Establish budget and timeline
   • Determine hiring decision makers for the role
   • Write job description
   • Post job on job boards, company website, etc.
   • Promote the job internally
   • Process applications through applicant tracking system
   • Review resumes and cover letters
   • Shortlist candidates for screening
   • Hold phone/virtual interview screening with first round of candidates
   • Conduct in-person interviews with top candidates from first round
   • Score candidates based on weighted criteria (e.g., experience, education, background, cultural fit, skill set, etc.)
   • Conduct background checks on top candidates
   • Check references of top candidates
   • Consult with HR and hiring decision makers on job offer specifics
   • Extend offer to top candidate(s)
   • Receive formal job offer acceptance and signed employment contract
   • Inform other candidates that the position has been filled
   • Set and communicate onboarding schedule to new hire(s)
   • Complete new hire paperwork (i9, benefits enrollment, tax forms, etc.)

   Sign up to download full list

   Sign up

How much does it cost to hire an advisor and consultant?