Post job

Finance consultant vs senior finance consultant

The differences between finance consultants and senior finance consultants can be seen in a few details. Each job has different responsibilities and duties. It typically takes 2-4 years to become both a finance consultant and a senior finance consultant. Additionally, a senior finance consultant has an average salary of $97,689, which is higher than the $77,551 average annual salary of a finance consultant.

The top three skills for a finance consultant include customer service, financial services and financial statements. The most important skills for a senior finance consultant are financial analysis, project management, and financial services.

Finance consultant vs senior finance consultant overview

Finance ConsultantSenior Finance Consultant
Yearly salary$77,551$97,689
Hourly rate$37.28$46.97
Growth rate15%9%
Number of jobs94,259112,032
Job satisfaction--
Most common degreeBachelor's Degree, 72%Bachelor's Degree, 71%
Average age4540
Years of experience44

What does a finance consultant do?

A finance consultant is responsible for providing financial plans and advice for clients, managing their finances and investment decisions, and helping them achieve their long-term financial goals. Finance consultants carefully evaluate clients' financial situations, help them decide on insurance options, and patiently respond to finance-related inquiries and concerns. They should be able to monitor financial market conditions to decide on the right strategies for the clients' best interests. A finance consultant must have excellent analytical skills, as well as broad knowledge of the financial industry and stock market movements.

What does a senior finance consultant do?

A senior finance consultant is responsible for helping clients manage their account portfolios, recommending investment options, and monitoring their finances. Senior finance consultants should have extensive knowledge of the financial industry, especially on working with clients and inform them of current financial services and strategize financial plans according to the clients' needs and best interests. They also respond to clients' inquiries and concerns regarding their account performance and financial discrepancies, resolving issues to achieve the clients' long-term financial goals and objectives.

Finance consultant vs senior finance consultant salary

Finance consultants and senior finance consultants have different pay scales, as shown below.

Finance ConsultantSenior Finance Consultant
Average salary$77,551$97,689
Salary rangeBetween $54,000 And $110,000Between $68,000 And $138,000
Highest paying CityNew York, NYSan Francisco, CA
Highest paying stateNew YorkCalifornia
Best paying companyAppleDell
Best paying industryTechnologyTechnology

Differences between finance consultant and senior finance consultant education

There are a few differences between a finance consultant and a senior finance consultant in terms of educational background:

Finance ConsultantSenior Finance Consultant
Most common degreeBachelor's Degree, 72%Bachelor's Degree, 71%
Most common majorBusinessBusiness
Most common collegeUniversity of PennsylvaniaUniversity of Pennsylvania

Finance consultant vs senior finance consultant demographics

Here are the differences between finance consultants' and senior finance consultants' demographics:

Finance ConsultantSenior Finance Consultant
Average age4540
Gender ratioMale, 68.5% Female, 31.5%Male, 68.2% Female, 31.8%
Race ratioBlack or African American, 5.7% Unknown, 4.4% Hispanic or Latino, 9.6% Asian, 8.5% White, 71.8% American Indian and Alaska Native, 0.1%Black or African American, 5.6% Unknown, 4.5% Hispanic or Latino, 7.7% Asian, 14.1% White, 68.0% American Indian and Alaska Native, 0.1%
LGBT Percentage5%7%

Differences between finance consultant and senior finance consultant duties and responsibilities

Finance consultant example responsibilities.

  • Lead new hire training for FINRA test preparation and consultative sales model.
  • Manage client's portfolio to ensure proper taxation of gains/losses on exercise stock options.
  • Provide expert advice to clients to achieve their financial planning goals in conjunction with an independent RIA.
  • Lead and organize a weekly macro meeting with multi-asset strategists to discuss and challenge the team's positioning.
  • Focuse on separately manage accounts, mutual fund and ETF wrap programs, variable annuities, and alternative strategies.
  • Manage all employee relate matters, including stock options, benefits , 401K, payroll administration and human resources.
  • Show more

Senior finance consultant example responsibilities.

  • Manage contractor responsible for building a customize Hyperion Essbase cube.
  • Develop, maintain financial models/applications (VBA Excel/Access) to automate and streamline business processes and perform financial analysis.
  • Review A/P & A/R aging with CFO weekly
  • Train employees on using the state PeopleSoft system for travel expense reimbursement.
  • Perform account adjustments, heavy reconciliation, as well as monthly closing of A/P, A/R and GL
  • Participate in cash management decisions and treasury functions.
  • Show more

Finance consultant vs senior finance consultant skills

Common finance consultant skills
  • Customer Service, 14%
  • Financial Services, 10%
  • Financial Statements, 5%
  • CPA, 4%
  • Business Development, 4%
  • Wealth Management, 3%
Common senior finance consultant skills
  • Financial Analysis, 7%
  • Project Management, 6%
  • Financial Services, 5%
  • Strong Analytical, 4%
  • Shared Services, 4%
  • Risk Management, 3%

Browse business and financial jobs