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Working As a Finance Consultant

  • Getting Information
  • Evaluating Information to Determine Compliance with Standards
  • Interacting With Computers
  • Making Decisions and Solving Problems
  • Establishing and Maintaining Interpersonal Relationships
  • Mostly Sitting

  • $91,000

    Average Salary

What Does A Finance Consultant Do

Personal financial advisors provide advice on investments, insurance, mortgages, college savings, estate planning, taxes, and retirement to help individuals manage their finances.  

Duties

Personal financial advisors typically do the following:

  • Meet with clients in person to discuss their financial goals
  • Explain the types of financial services they provide to potential clients
  • Educate clients and answer questions about investment options and potential risks
  • Recommend investments to clients or select investments on their behalf
  • Help clients plan for specific circumstances, such as education expenses or retirement
  • Monitor clients’ accounts and determine if changes are needed to improve the performance or to accommodate life changes, such as getting married or having children
  • Research investment opportunities

Personal financial advisors assess the financial needs of individuals and help them with decisions on investments (such as stocks and bonds), tax laws, and insurance. Advisors help clients plan for short- and long-term goals, such as meeting education expenses and saving for retirement through investments. They invest clients’ money based on the clients’ decisions. Many advisors also provide tax advice or sell insurance.

Although most planners offer advice on a wide range of topics, some specialize in areas such as retirement or risk management (evaluating how willing the investor is to take chances and adjusting investments accordingly).

Many personal financial advisors spend a lot of time marketing their services, and they meet potential clients by giving seminars or through business and social networking. Networking is the process of meeting and exchanging information with people, or groups of people, who have similar interests.

After financial advisors have invested funds for a client, they and the client receive regular investment reports. Advisors monitor the client’s investments and usually meet with each client at least once a year to update the client on potential investments and to adjust the financial plan based on the client’s circumstances or because investment options may have changed.

Many personal financial advisors are licensed to directly buy and sell financial products, such as stocks, bonds, annuities, and insurance. Depending on the agreement they have with their clients, personal financial advisors may have the client’s permission to make decisions about buying and selling stocks and bonds.

Private bankers or wealth managers are personal financial advisors who work for people who have a lot of money to invest. These clients are similar to institutional investors (commonly, companies or organizations), and they approach investing differently than the general public does. Private bankers manage a collection of investments, called a portfolio, for these clients by using the resources of the bank, including teams of financial analysts, accountants, and other professionals.

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How To Become A Finance Consultant

Personal financial advisors typically need a bachelor’s degree. A master’s degree and certification can improve one’s chances for advancement in the occupation.

Education

Personal financial advisors typically need a bachelor’s degree. Although employers usually do not require personal financial advisors to have completed a specific course of study, a degree in finance, economics, accounting, business, mathematics, or law is good preparation for this occupation. Courses in investments, taxes, estate planning, and risk management are also helpful. Programs in financial planning are becoming more available in colleges and universities.

Training

Once they are hired, personal financial advisors often enter an on-the-job training period. During this time, new advisors work under the supervision of senior advisors and learn how to perform their duties, including building a client network and developing investment portfolios. This training usually lasts for more than a year.

Licenses, Certifications, and Registrations

Personal financial advisors who directly buy or sell stocks, bonds, or insurance policies, or who provide specific investment advice, need a combination of licenses that varies with the products they sell. In addition to being required to have those licenses, advisors in smaller firms that manage clients’ investments must be registered with state regulators and those in larger firms must be registered with the Securities and Exchange Commission. Personal financial advisors who choose to sell insurance need licenses issued by state boards. Information on state licensing board requirements for registered investment advisors is available from the North American Securities Administrators Association.

Certifications can enhance a personal financial advisor’s reputation and can help bring in new clients. The Certified Financial Planner Board of Standards offers the Certified Financial Planner (CFP) certification. For this certification, advisors must have a bachelor’s degree, complete at least 3 years of relevant work experience, pass an exam, and agree to adhere to a code of ethics. The exam covers the financial planning process, insurance and risk management, employee benefits planning, taxes and retirement planning, investment and real estate planning, debt management, planning liability, emergency fund reserves, and statistical modeling.

Advancement

A master’s degree in an area such as finance or business administration can improve a personal financial advisor’s chances of moving into a management position and attracting new clients.

Important Qualities

Analytical skills. In determining an investment portfolio for a client, personal financial advisors must be able to take into account a range of information, including economic trends, regulatory changes, and the client’s comfort with risky decisions.

Interpersonal skills. A major part of a personal financial advisor’s job is making clients feel comfortable. Advisors must establish trust with clients and respond well to their questions and concerns.

Math skills. Personal financial advisors should be good at mathematics because they constantly work with numbers. They determine the amount invested, how that amount has grown or decreased over time, and how a portfolio is distributed among different investments.

Sales skills. To expand their base of clients, personal financial advisors must be convincing and persistent in selling their services.

Speaking skills. Personal financial advisors interact with clients every day. They must explain complex financial concepts in understandable language.

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Finance Consultant Career Paths

Finance Consultant
Finance Analyst Manager Vice President
Group Vice President
9 Yearsyrs
Finance Analyst Finance Manager Finance Director
Senior Director Of Finance
14 Yearsyrs
Finance Analyst Senior Accountant Controller
Director Of Administration & Finance
11 Yearsyrs
Accountant Tax Accountant Senior Tax Accountant
Tax Manager
8 Yearsyrs
Consultant Controller
Director Of Operations And Finance
11 Yearsyrs
Consultant Manager Assistant Vice President
Commercial Lending Vice President
11 Yearsyrs
Consultant General Manager Director Of Sales
Regional Sales Vice President
11 Yearsyrs
Accountant Account Manager Relationship Manager
Senior Relationship Manager
9 Yearsyrs
Senior Finance Analyst Manager Vice President
Vice President And Portfolio Manager
10 Yearsyrs
Senior Accountant Supervisor Branch Manager
Business Development Officer
7 Yearsyrs
Senior Finance Analyst Project Manager Portfolio Manager
Senior Portfolio Manager
10 Yearsyrs
Senior Finance Analyst Finance Manager
Business Manager-Finance Manager
8 Yearsyrs
Account Executive Assistant Store Manager Assistant Branch Manager
Banking Center Manager
5 Yearsyrs
Senior Accountant Accounting Manager Controller
Assistant Director Of Finance
7 Yearsyrs
Accountant Finance Manager Finance Director
Finance Services Director
10 Yearsyrs
Account Executive Relationship Manager
Business Relationship Manager
9 Yearsyrs
Analyst Underwriter Assistant Branch Manager
Bank Manager
5 Yearsyrs
Account Executive Project Manager Portfolio Manager
Investments Manager
6 Yearsyrs
Finance Officer Account Officer Assistant Account Manager
Finance Account Manager
5 Yearsyrs
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Average Length of Employment
Investment Advisor 3.3 years
Finance Consultant 3.0 years
Finance Executive 3.0 years
Finance Planner 2.9 years
Finance Analyst 2.8 years
Finance Advisor 2.7 years
Finance Associate 2.4 years
Finance Internship 0.5 years
Top Careers Before Finance Consultant
Controller 8.1%
Accountant 5.2%
Consultant 5.0%
Manager 4.2%
Internship 3.7%
Top Careers After Finance Consultant
Consultant 10.3%
Controller 7.4%
Manager 4.1%
Owner 3.4%
Accountant 3.2%

Do you work as a Finance Consultant?

Average Yearly Salary
$91,000
Show Salaries
$65,000
Min 10%
$91,000
Median 50%
$91,000
Median 50%
$91,000
Median 50%
$91,000
Median 50%
$91,000
Median 50%
$91,000
Median 50%
$91,000
Median 50%
$128,000
Max 90%
Best Paying Company
Charles Schwab
Highest Paying City
New York, NY
Highest Paying State
New York
Avg Experience Level
2.6 years
How much does a Finance Consultant make at top companies?
The national average salary for a Finance Consultant in the United States is $91,401 per year or $44 per hour. Those in the bottom 10 percent make under $65,000 a year, and the top 10 percent make over $128,000.

Real Finance Consultant Salaries

Job Title Company Location Start Date Salary
Financial Consultant Syngery Services New York, NY Feb 01, 2015 $221,556 -
$730,450
Financial Consultant It Spin Inc. Frisco, TX Mar 08, 2016 $163,883
Bi-Lingual Financial Consultant Saad & Associates Inc. Anaheim, CA Oct 28, 2016 $149,656
SAP Finance Consultant Populus Group LLC Redmond, WA Oct 14, 2015 $125,220
Finance Consultant Pricewaterhousecoopers Advisory Services LLC Seattle, WA Nov 23, 2016 $124,571
Lead Financial Consultant Metlife Group, Inc. New York, NY Aug 18, 2016 $124,093 -
$134,093
Financial Analysis Consultant Dell Products LP Austin, TX Jun 22, 2016 $118,400
Financial Analysis Consultant Dell Products L.P. Austin, TX Apr 09, 2016 $118,400
Financial Analysis Consultant Dell Products L.P. Austin, TX Aug 23, 2015 $118,400
Finance Consultant Eli Lilly and Company Greenfield, IN Aug 24, 2015 $117,530
Oracle Financial Consultant Global Applications Solution LLC New York, NY May 24, 2016 $117,437
Oracle Financial Consultant Global Applications Solution LLC New York, NY Jan 06, 2016 $117,437
Financial Analysis Consultant Dell Products LP Austin, TX Dec 13, 2016 $115,900
Finance/Controlling Consultant IBM Corporation Secaucus, NJ Feb 20, 2015 $96,600 -
$200,800
Financial Consultant, Actuarial Nationwide Insurance Columbus, OH Nov 21, 2016 $96,000 -
$105,000
Dynamics AX Finance Consultant Mazik Global Inc. Park Ridge, IL Aug 28, 2015 $95,000
Dynamics AX Finance Consultant Mazik Global Inc. Park Ridge, IL Feb 09, 2016 $95,000
Dynamics AX Finance Consultant Mazik Global Inc. Park Ridge, IL Aug 19, 2016 $95,000
Finance Consultant IMG Advisory LLC Bethesda, MD Jan 08, 2016 $95,000
Peoplesoft Finance Consultant IBM India Private Limited Stamford, CT Apr 22, 2016 $94,819
Principal Financial Consultant Global Applications Solution, LLC Princeton, NJ Aug 07, 2015 $80,000
Principal Financial Consultant Global Applications Solution, LLC Cleveland, OH Dec 19, 2016 $80,000
Financial Reporting and Planning Consultant Swanktek Inc. Sacramento, CA Sep 05, 2015 $80,000
Principal Financial Consultant Global Applications Solution, LLC New York, NY Dec 21, 2016 $80,000
Principal Financial Consultant Global Applications Solution, LLC New York, NY Mar 23, 2016 $80,000
Principal Financial Consultant Global Applications Solution, LLC New York, NY Oct 19, 2015 $80,000
Oracle Finance Consultant Unique System Skills LLC Keene, NH Sep 10, 2015 $80,000
Principal Financial Consultant Global Applications Solution, LLC New York, NY Sep 16, 2015 $80,000

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Top Skills for A Finance Consultant

  1. Financial Statements
  2. Asset Allocation
  3. Financial Consultant
You can check out examples of real life uses of top skills on resumes here:
  • Develop monthly reporting package, which includes updated projected financial statements and stress scenarios to support our liquidity strategy.
  • Developed, presented and implemented detailed asset allocations and financial plans according to market conditions and needs expressed by clients.
  • Developed relationships with community leaders in local school clusters as well as school district related non-profit organizations as a financial consultant.
  • Reconcile general ledger accounts, budget preparation and analysis, developed debt schedules, in addition to providing management consultant services.
  • Provide financial advice and planning to individuals and businesses including investment management, insurance analysis, and estate planning.

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Top 10 Best States for Finance Consultants

  1. New York
  2. Texas
  3. California
  4. North Carolina
  5. New Jersey
  6. Utah
  7. Mississippi
  8. Nevada
  9. Tennessee
  10. Florida
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  • (848 jobs)

Finance Consultant Resume Examples And Tips

The average resume reviewer spends between 5 to 7 seconds looking at a single resume, which leaves the average job applier with roughly six seconds to make a killer first impression. Thanks to this, a single typo or error on your resume can disqualify you right out of the gate. At Zippia, we went through over 15,918 Finance Consultant resumes and compiled some information about how best to optimize them. Here are some suggestions based on what we found, divided by the individual sections of the resume itself.

Learn How To Create A Top Notch Finance Consultant Resume

View Resume Examples

Finance Consultant Demographics

Gender

Male

60.3%

Female

29.4%

Unknown

10.3%
Ethnicity

White

57.6%

Hispanic or Latino

15.4%

Asian

11.4%

Black or African American

11.3%

Unknown

4.3%
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Foreign Languages Spoken

Spanish

41.9%

French

11.5%

Mandarin

7.0%

Chinese

6.9%

German

5.9%

Portuguese

5.0%

Russian

3.4%

Italian

2.9%

Cantonese

2.6%

Korean

2.2%

Hindi

2.1%

Arabic

2.0%

Japanese

1.6%

Vietnamese

1.1%

Hebrew

0.9%

Urdu

0.7%

Gujarati

0.6%

Romanian

0.6%

Polish

0.6%

Armenian

0.5%
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Finance Consultant Education

Schools

University of Phoenix

13.9%

New York University

8.3%

Pace University - New York

5.9%

University of Southern California

5.9%

Arizona State University

5.4%

DePaul University

5.4%

George Washington University

4.9%

Georgia State University

4.7%

Pennsylvania State University

4.6%

Strayer University

4.3%

Michigan State University

4.2%

Fairleigh Dickinson University

3.9%

Columbia University

3.9%

Fordham University

3.8%

University of Houston

3.8%

Hofstra University

3.6%

Northeastern University

3.5%

University of Texas at Austin

3.4%

University of Chicago

3.4%

Saint John's University - New York

3.3%
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Majors

Business

30.4%

Finance

24.2%

Accounting

18.4%

Economics

4.6%

Management

3.5%

Marketing

3.0%

Political Science

2.1%

Psychology

1.7%

Communication

1.6%

Law

1.5%

Computer Science

1.2%

Health Care Administration

1.0%

Education

1.0%

Human Resources Management

1.0%

Criminal Justice

0.9%

International Business

0.9%

History

0.8%

Mathematics

0.8%

Project Management

0.7%

English

0.7%
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Degrees

Bachelors

45.2%

Masters

34.2%

Other

12.1%

Associate

3.3%

Certificate

2.4%

Doctorate

1.9%

Diploma

0.5%

License

0.4%
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Top Finance Consultant Employers

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Personal Financial Advisor Career Information : Personal Financial Advisor Salary

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Updated May 19, 2020