Financial Services Consultants
$107k - $178kGuidehouse
Job Family:Management ConsultingTravel Required:Up to 75%+Clearance Required:NoneGuidehouse is seeking a highly motivated consultant to join our Commercial Financial Services Advisory practice. This role offers the opportunity to work with leading financial institutions to address complex business challenges, drive transformational initiatives, and deliver strategic solutions that create measurable client value.As Consultant/Senior Consultant/Managing Consultant, you will support multiple client engagements across the financial services sector, partnering with stakeholders to improve operations, strengthen risk and compliance programs, and execute business transformation initiatives. Successful candidates are intellectually curious, client-focused, and thrive in fast-paced, dynamic environments.What You Will Do:Support and lead client engagements within banking, insurance, capital markets, fintechs, and other areas of the financial services industry covering risk management, compliance, operations, and business transformation.Analyze complex business challenges and develop actionable recommendations and client-focused solutions.Build and maintain strong client relationships through effective stakeholder engagement and communication.Facilitate workshops, meetings, and presentations with client leadership and project teams.Manage workstreams, deliverables, timelines, and project risks across multiple engagements.Develop business cases, operational strategies, process improvement recommendations, and transformation roadmaps.Collaborate with cross-functional teams to support client objectives and evolving business needs.Identify opportunities for innovation, efficiency improvements, and organizational effectiveness.Contribute to practice growth through thought leadership, market research, business development support, people management, and proposal activities.What You Will Need:Bachelor's degree from an accredited college or university.Three(3) to Ten(10) Years of experience.Experience in financial services (inclusive of banking, insurance, capital markets), consulting, advisory services, or a related field.Demonstrated ability to solve complex business problems and work effectively in ambiguous environments.Strong analytical, problem-solving, and critical-thinking skills.Excellent verbal and written communication skills.Experience managing projects, workstreams, or client deliverables.Ability to balance multiple priorities and deadlines in a fast-paced consulting environment.What Would Be Nice To Have:Experience working for a large financial institution, such as a large regional bank, national bank, or Global Systemically Important Bank (G-SIB).Prior experience with a management consulting, advisory, or Big Four consulting organization.Experience supporting:Business TransformationOperational ExcellenceProcess ImprovementChange ManagementRegulatory ComplianceRisk ManagementStrategic InitiativesExperience building programs, processes, or operational frameworks from inception through implementation.Subject matter expertise in one or more of the following areas:Operational OptimizationFinancial Crimes ComplianceRegulatory Compliance & ResponseRisk ManagementPayments ModernizationAsset ManagementConsumer BankingCommercial BankingInsuranceCapital MarketsProfessional certifications such as PMP, Lean Six Sigma, Agile, Change Management, or related credentials.The annual salary range for this position is $107,000.00-$178,000.00. Compensation decisions depend on a wide range of factors, including but not limited to skill sets, experience and training, security clearances, licensure and certifications, and other business and organizational needs.What We Offer:Guidehouse offers a comprehensive, total rewards package that includes competitive compensation and a flexible benefits package that reflects our commitment to creating a diverse and supportive workplace.Benefits include:Medical, Rx, Dental & Vision InsurancePersonal and Family Sick Time & Company Paid HolidaysPosition may be eligible for a discretionary variable incentive bonusParental Leave and Adoption Assistance401(k) Retirement PlanBasic Life & Supplemental LifeHealth Savings Account, Dental/Vision & Dependent Care Flexible Spending AccountsShort-Term & Long-Term DisabilityStudent Loan PayDownTuition Reimbursement, Personal Development & Learning OpportunitiesSkills Development & CertificationsEmployee Referral ProgramCorporate Sponsored Events & Community OutreachEmergency Back-Up Childcare ProgramMobility StipendAbout GuidehouseGuidehouse is an Equal Opportunity Employer–Protected Veterans, Individuals with Disabilities or any other basis protected by law, ordinance, or regulation.Guidehouse will consider for employment qualified applicants with criminal histories in a manner consistent with the requirements of applicable law or ordinance including the Fair Chance Ordinance of Los Angeles and San Francisco.If you have visited our website for information about employment opportunities, or to apply for a position, and you require an accommodation, please contact Guidehouse Recruiting at View phone number on click.appcast.io or via email at View email address on click.appcast.io. All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodation.All communication regarding recruitment for a Guidehouse position will be sent from Guidehouse email domains including @guidehouse.com or View email address on click.appcast.io. Correspondence received by an applicant from any other domain should be considered unauthorized and will not be honored by Guidehouse. Note that Guidehouse will never charge a fee or require a money transfer at any stage of the recruitment process and does not collect fees from educational institutions for participation in a recruitment event. Never provide your banking information to a third party purporting to need that information to proceed in the hiring process.If any person or organization demands money related to a job opportunity with Guidehouse, please report the matter to Guidehouse’s Ethics Hotline. If you want to check the validity of correspondence you have received, please contact View email address on click.appcast.io. Guidehouse is not responsible for losses incurred (monetary or otherwise) from an applicant’s dealings with unauthorized third parties.Guidehouse does not accept unsolicited resumes through or from search firms or staffing agencies. All unsolicited resumes will be considered the property of Guidehouse and Guidehouse will not be obligated to pay a placement fee.SummaryLocation: US - NY, New York; US - VA, McLean; US - PA, Philadelphia; US - VA, ArlingtonType: Full time
$60k
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$100 per hour
...Lead Financial Advisor | McLean, VA | Hybrid Compensation: Base salary in the high $100s–low/mid $200s + performance bonus + long-term... ...opportunity Ready to lead relationships, not just service them? We're hiring a Lead Financial Advisor on behalf of our...SuggestedRemote work- ...driven individuals who want more than just a job. Backed by CNO Financial Group and recognized by Forbes, Newsweek, and Training magazine... ...background? No problem—no experience needed - sales, customer service, or people-facing experience is a big plus! First step, get licensed...SuggestedFull time
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$70k - $250k
...and creating legacies. We empower our clients to achieve their financial goals through personalized strategies and industry-leading... ...brokerage and advisory platforms, and a dedicated Financial Planning Services Team. Why Join Us? Be part of a team with a 97% client...Full timeFlexible hours$115k - $125k
...Wealth Manager/Financial Advisor – Wealth Management Firm Location: Olympia, WA Compensation: $115K - $125K Base (DOE) + Performance Incentives + Full Benefits We're hiring a Wealth Manager on behalf of our client—a growing wealth management firm based in Olympia...Full time$60k - $80k
...Financial Advisor / Wealth Advisor – Independent Wealth Management & Financial Planning Firm Location: Olympia, WA (Onsite, with a satellite... ..., account opening, new business processing, and client service Work with both retirees and successful business owners, gaining...Full timeWork at office- ...Bankers Life® Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners... ...History of success in sales, competitive roles, client services, or client-facing roles Excellent time-management skills...Full timeWork at officeFlexible hours
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$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern Mutual is a unique opportunity to... ...Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis...Full timeContract workFor contractorsWork at office$50k
...Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned, placing the focus...Work at officeWork from homeHome officeFlexible hours$45k
...Financial Advisor NASA Federal Credit Union is looking for a Financial Advisor who provides professional advisory services to Retail and Business clients. Prepares and delivers comprehensive financial plans that may include portfolio reviews, analysis and assessments...Full timeTemporary workWork at officeImmediate startRemote workFlexible hours- ...Financial Advisor At Pinnacle, our goal is to create an atmosphere where people become fully engaged, enjoy what they're doing and be... ...advice. We hire candidates who demonstrate a passion for client service. People who understand that distinctive service is more than...Work at office
- ...Description Join our team at New York Life - Tysons Corner as a Financial Advisor and be part of a company that truly prioritizes its... ...circumstances. • Educate clients on financial products and services, empowering them to make informed decisions about their...
$61k - $119k
...Financial Advisor Opportunity Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where... ...Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis...For contractorsWork at office$45k - $100k
...Financial Advisor Position at Edward Jones Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours- ...Overview Financial Advisor Careers at First Command: Shaping Positive Financial Behaviors since 1958. First Command Financial Advisors... ...comprehensive training program designed for veterans, transitioning service members and military spouses to start and grow a successful...Hourly payMinimum wageTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
$125k
...Pure Financial Advisors, LLC is a fee-only Registered Investment Advisor (RIA), providing comprehensive retirement planning services and tax-optimized investment management services. Using a holistic planning approach, Pure Financial manages over $11.05 billion in assets...Full time$118k - $122.5k
...Are you looking for an opportunity to advance your career in the financial services industry? If so, we have the perfect role for you! We're seeking a motivated individual with strong communication skills and a passion for developing long-term relationships. This position...Full time- ...Range Financial Planner Opportunity Tired of traditional financial planning? Range is the fast, flexible, holistic wealth management... ...similar ~4-8+ years experience in a client-facing financial services roles ~ Experience with in depth tax planning and building...Work at officeRelocationMonday to FridayFlexible hours
- ...priorities and workload of their client service teams. This includes providing... ...and makes recommendations to clients in consultation with team; proactively considers both strategic... ...on an ad-hoc basis for more advanced financial topics such as tax loss harvesting, stock...Full timeSummer workWork at officeImmediate startFlexible hours
- ...Senior Associate - Financial Planning & Analysis Company: Our client a highly successful, well-capitalized real estate investment fund management firm headquartered in Washington, D.C., in their search for a bright, high-potential Financial Planning & Analysis (FP...Full time
- ...Insurance. Collaborate closely with Sr. Family Advisors and Service Team to ensure exceptional client service. Act as the primary... ...environment. Requirements Bachelor’s degree. Strong financial planning acumen with 3-5 years of experience in a client-facing...Full timeTemporary workWork at office
- Private Wealth Advisor We're partnered with a leading global wealth management firm that is looking to add an experienced Private Wealth Advisor to its team, focused on serving high and ultra high net worth individuals and families. The platform stands apart in the ...Full time
- ...plus-storage assets across the United States. Role Overview The Sr. Associate, Investments & Project Finance, will lead the financial evaluation and underwriting of distributed generation investment opportunities. This role is responsible for valuation, due...Full time
- SCI, the Leader in Real Estate Executive Search®, is seeking a Finance Associate to join our client, a forward-thinking investor and developer of multifamily and mixed-use real estate. The organization is based in Bethesda, MD and has a robust pipeline of deals in the...Full time
$150k - $175k
...this opportunity different A dedicated central planner, client service team, and trader handle the back-office work - you focus on... ...in progress) ~5+ years of client-facing wealth management or financial planning experience Required Skills Hands-on financial...Full timeWork at officeLocal area- ...scalers, Industrial and Utilities, this offers huge upward trajectory and career development. You will work as part of a broader Financial Structuring & BD team working closely with end customer(s). Requirements: Degree in Finance, Economics or related discipline...Full time
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