How to hire a finance consultant

How to hire a finance consultant, step by step

Here's a step-by-step finance consultant hiring guide:

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

What does a finance consultant do?

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1. Identify your hiring needs

   First, determine the employments status of the finance consultant you need to hire. Certain finance consultant roles might require a full-time employee, whereas others can be done by part-time workers or contractors.

   Determine employee vs contractor status

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

   Yes

   No

   A finance consultant's background is also an important factor in determining whether they'll be a good fit for the position. For example, finance consultants from different industries or fields will have radically different experiences and will bring different viewpoints to the role. You also need to consider the candidate's previous level of experience to make sure they'll be comfortable with the job's level of seniority.

   This list shows salaries for various types of finance consultants.

   Type of Finance Consultant	Description	Hourly rate
   Finance Consultant	Personal financial advisors give financial advice to people. They help with investments, taxes, and insurance decisions.	$25-52
   Tax Analyst	A tax analyst specializes in managing and filing tax forms and tax returns, all while devising strategies to reduce tax payments legally. A tax analyst may work as a member of a company or independently... Show more	$20-41
   Accounting Analyst	An accounting analyst is responsible for supporting the accounting operations of an organization, analyzing financial transactions and financial statements, and resolving account discrepancies. Accounting analysts interpret financial data by consolidating account transactions, performing account reconciliation, and managing account receivables... Show more	$20-37

   Show more

2. Create an ideal candidate profile

   Common skills:

   • Customer Service
   • Financial Services
   • Financial Statements
   • CPA
   • Business Development
   • Wealth Management
   • Retirement Planning
   • Risk Management
   • Client Relationships
   • Financial Solutions
   • Financial Models
   • Financial Analysis
   • Math
   • Financial Data

   Check all skills

   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.

   More finance consultant duties

3. Make a budget

   Including a salary range in the finance consultant job description is a good way to get more applicants. A finance consultant salary can be affected by several factors, such as the location of the job, the level of experience, education, certifications, and the employer's prestige.

   For example, the average salary for a finance consultant in South Dakota may be lower than in New York, and an entry-level engineer typically earns less than a senior-level finance consultant. Additionally, a finance consultant with lots of experience in the field may command a higher salary as a result.

   Average finance consultant salary

   $77,551yearly

   $37.28 hourly rate

   ---

   Entry-level finance consultant salary

   $54,000 yearly salary

   Updated December 25, 2025

   Average finance consultant salary by state

   Rank	State	Avg. salary	Hourly rate
   1	New York	$100,255	$48
   2	Massachusetts	$94,867	$46
   3	Washington	$94,765	$46
   4	New Jersey	$90,352	$43
   5	California	$89,414	$43
   6	Oregon	$87,438	$42
   7	Maine	$84,200	$40
   8	Illinois	$82,733	$40
   9	District of Columbia	$80,628	$39
   10	North Carolina	$80,003	$38
   11	Connecticut	$79,585	$38
   12	Texas	$79,174	$38
   13	Minnesota	$77,641	$37
   14	Indiana	$76,247	$37
   15	Wisconsin	$75,634	$36
   16	Virginia	$74,730	$36
   17	Ohio	$74,429	$36
   18	Michigan	$74,426	$36
   19	Kansas	$73,960	$36
   20	Missouri	$73,748	$35

   Average finance consultant salary by company

   Company

   Rank	Company	Average salary	Hourly rate	Job openings
   1	Apple	$117,056	$56.28	26
   2	Dell	$108,892	$52.35
   3	Elanco	$101,519	$48.81	2
   4	ResMed	$99,290	$47.74	3
   5	Workday	$96,963	$46.62	8
   6	Futures Group	$96,349	$46.32
   7	SAS Institute	$95,987	$46.15
   8	Keysight Technologies	$94,639	$45.50
   9	American Century Investments	$93,889	$45.14	5
   10	Russell Reynolds Associates	$93,676	$45.04
   11	Nera Economic Consulting	$93,150	$44.78
   12	Riverstone Holdings	$93,098	$44.76
   13	Northern Trust	$92,854	$44.64	6
   14	AlixPartners	$91,967	$44.21	4
   15	Corning Incorporated	$91,367	$43.93	7
   16	Chatham Financial	$91,071	$43.78
   17	Icma-rc	$90,985	$43.74	16
   18	Medtronic	$90,826	$43.67	26
   19	IBM	$90,132	$43.33	154
   20	Visa	$89,103	$42.84	12

4. Writing a finance consultant job description

   A good finance consultant job description should include a few things:

   • Summary of the role
   • List of responsibilities
   • Required skills and experience

   Including a salary range and the first name of the hiring manager is also appreciated by candidates. Here's an example of a finance consultant job description:

   Finance consultant job description example

   Visa's expansion in Atlanta builds on the company's commitments to serving its communities. We have had a firsthand look at the area's inspiring entrepreneurs and local businesses through programs such as She's Next, Empowered by Visa, an initiative focused on empowering female and Black-owned small businesses.
   We are expanding our Finance team in Atlanta in these core areas:
   
   Financial Planning & Analysis: FP&A develops conceptually sound, rigorous, and detailed understandings of all of the various elements that impact Visa's P&L, with the goal of optimizing financial performance and delivering against financial goals. This is supported by core planning & analysis responsibilities, the ongoing drive to uncover new insights and suggest improvements, and by either making or enabling business decisions.
   
   Treasury: Treasury facilitates and optimizes the global movement of funds for all areas of Visa's business, placing the team at the center of the world's largest payments network. Core responsibilities include the settlement of Visa transactions (~$60B/day), all aspects of foreign exchange (spanning ~200 countries and ~160 currencies), providing innovative TaaS (Treasury-as-a-Service) offerings, and the management of Visa's insurance activities, cash, liquidity, and debt. These responsibilities are supported via expertise, operational excellence, innovation, and leading edge products and services.
   
   Strategic Sourcing: Sourcing partners with leaders across the business and establishes third party partnerships that drive efficiencies, cost savings and performance improvements. Third party relationships at Visa range from sponsorship deals in marketing to facilities management to IT network processors. In achieving these goals, Visa leverages best in class strategic sourcing practices and employs cross-functional collaboration with teams such as supplier risk management, legal, FP&A and IT.
   
   Controllership: Controllership is responsible for establishing Visa's global accounting policies, providing technical accounting guidance to the business, processing accounting transactions globally and consolidating all Visa entities results. Controllership also issues Visa's Securities and Exchange Commission (SEC) filings, ensures the timely and accurate filing of local statutory financial statements and manages Visa's SOX compliance program.
   
   If you are interested in being considered for an opportunity in this area, please apply.
   
   Our positions in Atlanta are hybrid positions. Hybrid employees can alternate time between both remote and office. Employees in hybrid roles are expected to work from the office two days a week, Tuesdays and Wednesdays with a general guidepost of being in the office 50% of the time based on business needs.

   Copy this example

   

5. Post your job

   To find finance consultants for your business, try out a few different recruiting strategies:

   • Consider internal talent. One of the most important talent pools for any company is its current employees.
   • Ask for referrals. Reach out to friends, family members, and your current work to ask if they know any finance consultants they would recommend.
   • Recruit at local colleges. Attend job fairs at local colleges to recruit entry-level finance consultants with the right educational background.
   • Social media platforms. LinkedIn, Facebook, and Twitter have more than 3.5 billion users, and they're a great place for company branding and reaching potential job candidates.

   To find finance consultant candidates, you can consider the following options:

   • Post your job opening on Zippia or other job search websites.
   • Use niche websites that focus on engineering and technology jobs, such as efinancialcareers, financialjobsweb.com, careerbank, financial job bank.
   • Post your job on free job posting websites.

6. Interview candidates

   Recruiting finance consultants requires you to bring your A-game to the interview process. The first interview should introduce the company and the role to the candidate as much as they present their background experience and reasons for applying for the job. During later interviews, you can go into more detail about the technical details of the job and ask behavioral questions to gauge how they'd fit into your current company culture.

   It's also good to ask about candidates' unique skills and talents. You can move on to the technical interview if a candidate is good enough for the next step.

   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 finance consultant

   Once you've decided on a perfect finance consultant candidate, it's time to write an offer letter. In addition to salary, it should include benefits and perks available to the employee. Qualified candidates may be considered for other positions, so make sure your offer is competitive. Candidates may wish to negotiate. Once you've settled on the details, formalize your agreement with a contract.

   It's also good etiquette to follow up with applicants who don't get the job by sending them an email letting them know that the position has been filled.

   To prepare for the new employee's start date, you can create an onboarding schedule and complete any necessary paperwork, such as employee action forms and onboarding documents like I-9 forms, benefits enrollment, and federal and state tax forms. Human Resources should also ensure that a new employee file is 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.)

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