Consultant - Financial Services
$80.6k - $98.9kSia
Company Description About Sia Sia is a next-generation, global management consulting group. Founded in 1999, we were born digital. Today our strategy and management capabilities are augmented by data science, enhanced by creativity and driven by responsibility. We’re optimists for change and we help clients initiate, navigate and benefit from transformation. We believe optimism is a force multiplier, helping clients to mitigate downside and maximize opportunity. With expertise across a broad range of sectors and services, our 3,000 consultants serve clients worldwide from 48 locations in 19 countries. Our expertise delivers results. Our optimism transforms outcomes. Strategy & Management Consulting Sia’s Strategy & Management Consulting global footprint and expertise in more than 40 sectors and services allow us to enhance our clients' businesses worldwide. We guide their projects and initiatives in strategy, business transformation, IT & digital strategy. Financial Institutions have drastically changed over the last decade, driven by increased regulatory constraints, diverse competition inside and beyond traditional banking organizations, and emerging technologies reshaping long-standing ecosystems. Sia’s Financial Services Business Unit provides a comprehensive suite of core capabilities designed to address the diverse and evolving needs of our clients, enabling them to navigate complex challenges, seize new opportunities, and achieve their strategic objectives in an increasingly competitive and dynamic business environment. Job Description Role Overview We are seeking a highly motivated Consultant to join our Financial Services Consulting practice as a Forward Deployed Business Analyst (FDBA) This is not a traditional Business Analyst role. As a FDBA, you will be embedded with client teams to own business outcomes, not just document requirements. You will leverage AI as a core part of your workflow to move faster, think deeper, and deliver smarter solutions across financial services organizations. You will act as a strategic advisor, AI operator, and execution partner, using AI to eliminate administrative work and focus your time on problem-solving, stakeholder alignment, and solution design. Responsibilities: AI-Enabled Consulting Delivery: Apply traditional consulting tools and emerging AI-enabled, no-code, low-code, automation, and analytics platforms to accelerate research, analysis, documentation, prototyping, process mapping, stakeholder alignment, and delivery execution. Client Engagement & Delivery: Work directly with client business, operations, product, data, and technology teams to understand strategic objectives, operational challenges, technical constraints, stakeholder priorities, and desired business outcomes. Strategic Problem Solving: Assess current-state processes, systems, data flows, risks, dependencies, and pain points to identify root causes, evaluate business impacts, and help define the design and implementation of strategic initiatives (e.g., operating model transformation, system implementations, process optimization) Technical Business Analysis: Translate business needs into clear functional requirements, user stories, process flows, data requirements, business rules, acceptance criteria, and solution documentation that bridge business stakeholders and technical delivery teams. Solution Design & Implementation Support: Partner with product owners, engineers, architects, data teams, and client stakeholders to support solution design system implementation, workflow optimization, integration planning, UAT, validation, and implementation readiness across front, middle, and back-office platforms. Workstream Ownership & Execution: Own assigned tasks and deliverables by managing timelines, tracking risks, issues, decisions, and dependencies, proactively communicating progress, and helping drive initiatives from analysis through execution. Client-Ready Communication & Deliverables: Prepare structured, accurate, and polished materials, including presentations, executive summaries, business cases, impact assessments, process documentation, status reports, meeting outputs, and stakeholder communications for internal teams, client stakeholders, and senior leaders. This job description is not intended to be all inclusive. Duties, responsibilities, and qualifications may be added, deleted, or modified at any time based on business needs. Qualifications These qualifications are intended to reflect what may help someone succeed as a Consultant at Sia. We recognize that candidates may not meet every qualification listed, and we encourage you to apply if you are excited about the role, eager to learn, and believe you can contribute to our teams and clients. Education: Master's degree in Engineering, AI Engineering, Computer Science, Data Science, Financial Engineering, Computing, or a related field. Relevant Experience: Recent graduate or early-career candidate with up to 2 years of post-graduate experience, including internships, academic projects, or work experience demonstrating business problem-solving, analytical thinking, professional communication, AI-enabled ways of working, and a proactive, forward-deployed BA mindset; experience in financial services or management consulting is preferred. AI-Enabled Technical Proficiency: Foundational ability to leverage AI tools, prompt engineering, and modern productivity platforms to accelerate business analysis, requirements gathering, process documentation, research, testing support, and stakeholder-ready deliverables, while applying sound judgment to validate and improve AI-generated outputs. Traditional Technical Proficiency: Ability to use Microsoft Excel, Microsoft PowerPoint, Microsoft Visio, Microsoft PowerBI, Tableau and other related tools to support advanced data analysis, develop insights and analytics, and create clear, effective presentations and communications. Consulting Skillset: Strong communication skills, analytical thinking, attention to detail, ownership, teamwork, and intellectual curiosity, with the ability to work closely with business and technology stakeholders, synthesize ambiguity, ask thoughtful questions, identify gaps, and help drive work forward in a fast-paced, client-facing environment. Financial Services Interest and Knowledge: Foundational understanding of, or demonstrated interest in, the financial services industry, including areas such as products, operations, regulatory requirements, technology, and business processes. Additional Information Compensation & Benefits Sia invests in total rewards that support how our people work, live, and grow. Compensation Base Salary: $80,600–$98,900. Actual compensation within this range will be determined based on experience, qualifications, geographic location, and other job-related factors permitted by applicable law. Annual Performance Bonus Benefits Medical, dental, and vision; company-paid life and AD&D; voluntary supplemental insurance and EAP 401(k) with company match and immediate vesting; HSA and FSA options College savings and student loan repayment programs Paid parental leave; generous PTO, nine company holidays, and one floating holiday Cell phone stipend; well-being and professional development programs Benefits are subject to applicable plan terms and eligibility requirements. Workplace Sia values in-person collaboration. When serving clients, consultants may be required to work onsite at a client location based on engagement needs. Between client engagements, consultants are expected to work from a Sia office or approved coworking location at least three days per week. Candidates should reside within a reasonable commuting distance of a Sia office or approved coworking location. Sia maintains offices and coworking arrangements across multiple U.S. markets, including New York City, Charlotte, Greater Seattle, San Francisco Greater Bay Area, Los Angeles, Houston, Atlanta, Baltimore, Chicago, Washington D.C. Work Authorization Applicants must be legally authorized to work in the United States at the time of application and throughout their employment. This position is not eligible for employment visa sponsorship now or in the future. Our Commitment At Sia, we believe in fostering a diverse, equitable, and inclusive culture where our employees and partners are valued and thrive in a sense of belonging. Sia is an equal opportunity employer. All aspects of employment, including hiring, promotion, remuneration, or discipline, are based solely on performance, competence, conduct, or business needs. Compensation: USD 80600 - USD 98900 - yearly
$103.45k - $197.73k
...mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice... ...~ Experience effectively communicating and consulting with a variety of audiences for ICFR topics to...SuggestedWork experience placementH1bWork at officeRemote workRelocation packageFlexible hours- ...experience to FNBWM clients through a consultative manner, as well as work closely with the... ...Institutional Wealth Management Retirement Plan Services - to include 401k and Pension plans.... ...customers to positively impact financial results of the corporation. Meets with...SuggestedWork at officeLocal area
- ...Financial Counselor Carolina Oncology Specialists has been caring for patients in Catawba County since 1983, offering patients high quality... ...limitations, and estimated out-of-pocket costs for oncology services Verify insurance eligibility and benefits, including Medicare,...SuggestedWork at office
$150k - $180k
...Planning Team is a centralized group of financial planners. As a Senior Financial Planner,... ...will provide expert financial planning services and advice to advisors & clients, helping... ...technology, holistic support, and expert consulting to help advisors run stronger, more...SuggestedFull timeWork at officeFlexible hours- ...Financial Advisor Opportunity Vanguard is seeking talented Financial Advisors to join... ...deliver effective solutions. Personalized Consultations: Conduct consultations to assess... ...understanding of Vanguard funds, products, and services to educate clients effectively. Stay...Suggested
$45k - $100k
...anticipated to remain open for 30 days, from 10-Jul-2026. The posting may close early due to the volume of applicants. 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...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours- ...We hire candidates who demonstrate a passion for client service. People who understand that distinctive service is more than... ...a general overview. SUMMARY OF POSITION: A Financial Consultant should demonstrate commitment to delivering distinctive service...Work 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- ...Job Description Financial Advisor Jobs at First Command: Shaping Positive Financial Behaviors since 1958 First Command Financial... ...and licensing program designed for veterans, transitioning service members and military spouses to start and grow a successful Financial...Hourly payTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
- ...This is not a typical salaried position. It offers early-career financial advisors a fast-track path to growth through hands‑on... ...Profile Holds Series 7 and 66 licenses 1–3 years of financial services experience Passed the CFP® exam Strong communication skills (virtual...Full timeRelocation
- ...looking for talented individuals with an entrepreneurial spirit, a commitment to delivering excellent customer service, and a sincere passion for the financial services industry. You should enjoy being part of a results oriented, energetic team that is dedicated to...
- ...Senior Sourcer at Thrivent**Join our Team of Talented Financial Advisors who Engage in Meaningful Work and Thrive in a Purpose Driven... ...advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing...
$75k
...and we are currently looking for a new financial advisor to join our entry‑level ranks. The... ...will be eager to learn the financial services ropes needed for effective wealth management... ...of a financial advisor or financial consultant, and interest in the financial industry...Work at office- ...independence and flexibility you value without being alone? As a Financial Advisor supported by The Pelora Group, you’ll be part of a... ...looking for a partner who: Is actively working within the financial services industry or eager to take your practice to the next level...Contract workFor contractorsWork at office
- ...Jersey Business Development Director ► Recruiting Top Talent in Financial Services to Serve with Excellence Company Description 1847Financial,... ...to set job alerts for “Financial Advisor” roles. Financial Consultant - Financial Focus & Flexible Business Model Charlotte, NC $1...Full timeRemote workWork from homeFlexible hours
- ...solution built on trust, personalized service, and Schwab’s disciplined approach to investing... ...while helping deliver customized financial planning support and address... ...asset allocation, risk awareness, and consultative communication. This position offers real...Work at office
$100 per hour
...planning-centric team of advisors to design, build, and protect the financial dreams of clients. This individual will partner with a Wealth... ...collaborates with team members to ensure the highest level of service. Assist with client billing reviews and collaborate with the...Work at officeLocal areaRemote work2 days per week$75k
...and we are currently looking for a new financial advisor to join our entry-level ranks. The... ...will be eager to learn the financial services ropes needed for effective wealth management... ...of a financial advisor or financial consultant, as well interest in the financial industry...Work at office$75k - $85k
...enhance client relationships through active participation in the financial planning process. Responsibilities include creating and... ...collaborate with team members to ensure highest level of client service Complete client billing reviews and ensure compliance for the advisory...Local areaRemote work- ...Entry Level – Financial Advisor - NC, Charlotte (3623) ( PIN_42276 ) Primary Location : UNITED STATES-NC-Charlotte Organization... ...offering clear recommendations and guidance Product and Service Consultation : Discuss financial products and services tailored to...Work experience placementWork at officeLocal areaFlexible hours
- ...biblical wisdom and technical expertise to help clients make wise financial decisions to experience clarity and confidence and leave a... ...9 offices, we offer comprehensive wealth management and trust services to more than 11,000 clients in all 50 states. Position...Full timeWork at office
- ...Pinnacle Financial Advisor Position At Pinnacle, our goal is to create an atmosphere where people become fully engaged, enjoy what they... .... We hire candidates who demonstrate a passion for client service. People who understand that distinctive service is more than smiling...Work at office
$150k - $250k
...advice at the intersection of Tax Planning, Financial Planning, and investment Management. You... ...of financial markets, products, and services. ~ Ability to juggle multiple projects... ...Group, LLC providing non-attest tax and consulting services, and Aprio, LLP providing CPA firm...Full timeWork at officeLocal areaRemote workFlexible hours- ...Required Skills: Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. Has two years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded (including at least one year experience in the...Immediate start
- ...Financial Solutions Advisor - Charlotte, NC Salisbury, North Carolina;Concord, North Carolina; Charlotte, North Carolina; Cornelius,... ...Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds...Temporary workWork at officeMonday to FridayShift workDay shift
$96.3k - $176.5k
...Financial Services - Capital Markets - Digital Assets - Senior Consultant Location: New York Other locations: Anywhere in Region Requisition ID: 1618909 Locations: New York City, Charlotte. At EY, we’re all in to shape your future with confidence. We’ll help you succeed...Summer holidayFlexible hours- ...respected, valued, and empowered. As a Financial Advisor in PNC Wealth Management, you will... ...and achieve balance. Job Description Consult on investment and insurance strategies and... ...experience, efficiently handling sales and service, identifying and executing opportunities...Temporary workWork experience placementWork at office
- ...Thrivent Financial Advisor Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you'll make an impact...
$47k - $66.7k
...Financial Services Consultant Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of peopleand we're not done yet. Founded to help educators retire with dignity, today we're a market-leading retirement company fueled...Hourly payWork experience placementWork at office- ...Individual Financial Consultant (IFC) The Individual Financial Consultant (IFC) provides retirement education and advice to the organization... ...management. But we're not just another legacy financial services firm. We're fighting harder than ever before for our clients...Work experience placementWork at office
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