If you searched Superstar Sourcing for Financial Consultant on January 3, 2026 you'd find 464 great candidates

100%

M*** B****

Senior Financial Advisor Vice President-Investments at Wells Fargo Advisors

New York City Metropolitan Area, United States 29 years 2 months

This candidate is an excellent match, explicitly stating they are a Financial Advisor and CFP professional helping clients with estate planning, risk management, and investment structuring. SVP/Financial Advisor at Wells Fargo for 29+ years → Excellent.

LinkedIn Email Phone

Work Experience

Wells Fargo Advisors

Senior Financial Advisor, Vice President-Investments · 5 years 11 months

J.P. Morgan Wealth Management

Vice-President-Senior Financial Advisor · 14 years 9 months

Morgan Stanley

Vice-President- Financial Advisor · 8 years 10 months

Qualification Criteria 4 met

Financial planning

Investment advisory

Financial Consultant

Client relationship management

Skills & Expertise

planning debt risk investments commerce va legal tax insurance government llc certified financial planner +2 more

100%

T*** C****

VP - Financial Consultant

Portland, Oregon, United States 26 years 8 months

This VP explicitly holds the title Financial Consultant and mentions collaborating on goals and wealth management. Charles Schwab (VP - Financial Consultant) for 26+ years. Excellent.

LinkedIn Email Phone

Work Experience

Charles Schwab

VP - Financial Consultant · 26 years 9 months

Qualification Criteria 4 met

Financial planning

Investment advisory

Financial Consultant

Client relationship management

Skills & Expertise

management analysis planning wealth management social media

100%

S**** L***

Financial Consultant at Fidelity Investments

Brea, California, United States 15 years 3 months

This candidate is currently working as a Financial Consultant with explicit skills in portfolio management and financial planning. Financial Consultant at Fidelity → Investment Consultant → Advisor at Merrill Edge; BS Finance. Excellent.

LinkedIn Email Phone

Work Experience

Merrill Edge

financial solutions advisor · 4 years 3 months

Fidelity Investments

Investment Consultant · 2 years 2 months

Chase Bank

Relationship Banker · 2 years 11 months

Fidelity Investments

Financial Consultant · 4 years 10 months

+ 1 more positions

Qualification Criteria 4 met

Financial planning

Investment advisory

Financial Consultant

Client relationship management

Skills & Expertise

management banking planning securities finance portfolio management financial planning asset management

100%

J*** P****

VP Financial Consultant at Fidelity Investments

Larkspur, California, United States 24 years 7 months

This VP Financial Consultant is a CFP with deep experience at Fidelity and Merrill Lynch, clearly aligning with all aspects of the required role. VP Financial Consultant at Fidelity → Financial Advisor at Merrill Lynch → Financial Advisor at AG Edwards. Excellent.

LinkedIn Email Phone

Work Experience

Gap Inc.

Distribution Planner · 3 years

Fidelity Investments

Vice President Financial Consultant at Fidelity Investments · 13 years 8 months

AG Edwards

Financial Advisor · 1 year 8 months

Merrill Lynch

Financial Advisor · 2 years 4 months

+ 2 more positions

Qualification Criteria 4 met

Financial planning

Investment advisory

Financial Consultant

Client relationship management

Skills & Expertise

certified financial planner investments collaboration planning strategy distribution mortgage

100%

T** J****

Owner/Principal at Northwest Cedar Financial

Portland, Oregon, United States 14 years 2 months

This individual owns and operates a financial practice focused on wealth management and personalized planning, making them an excellent fit. Owner/Principal at current firm; Over a decade in financial services. Excellent.

LinkedIn Email Phone

Work Experience

Wells Fargo Advisors

Registered Client Associate · 2 years 4 months

Wells Fargo Advisors

Financial Advisor · 5 years 2 months

Wells Fargo Advisors

Financial Advisor · 8 months

Northwest Cedar Financial

Owner/Principal · 1 year 4 months

+ 4 more positions

Qualification Criteria 4 met

Financial planning

Investment advisory

Financial Consultant

Client relationship management

Skills & Expertise

retirement discipline management flexible drawing planning ut insurance llc compliance operations wealth management +4 more

100%

B*** H****

Partner at Pelorus Capital Management

Orange County, California, United States 21 years

This person clearly operates as a high-level financial consultant managing complex investment plans for sophisticated clientele. Pelorus Management → Analyst role at Wells Fargo PIM program. Excellent.

LinkedIn Email Phone

Work Experience

PELORUS CAPITAL MANAGEMENT, LLC

Partner · 9 years 6 months

Merrill Lynch

Financial Advisor · 11 years 6 months

Qualification Criteria 4 met

Financial planning

Investment advisory

Financial Consultant

Client relationship management

Skills & Expertise

capital management navigation technology attorneys cpa probability tax coordination construction diligent risk +8 more

100%

D** M****

Senior Vice President--Investments At Wells Fargo Advisors

Knoxville, Tennessee, United States 31 years 10 months

Excellent fit - works with individuals/families/businesses providing personalized investment planning and advice, emphasizing estate investment planning and retirement distribution strategies, holding CFP. Wells Fargo Advisors (SVP) → experience emphasizing personalized investment planning and advice. Excellent.

LinkedIn Email Phone

Work Experience

Wells Fargo Advisors

Senior Vice President--Investments · 17 years 1 month

A.G. Edwards

Financial Advisor · 13 years 9 months

Wachovia Securities

Financial Advisor · 1 year 2 months

Qualification Criteria 4 met

Financial planning

Investment advisory

Financial Consultant

Client relationship management

Skills & Expertise

certified financial planner wealth management team work financial planning scuba diving federal government planning retirement distribution management charities strategy +8 more

100%

D*** B****

Vice President Investments/Financial Consultant at Benjamin F. Edwards & Co.

Springfield, Illinois, United States 40 years 4 months

This candidate explicitly holds the Financial Consultant title and has decades of experience in advising investments. VP Investments/Financial Consultant at Benjamin F. Edwards & Co. → Financial Advisor at A. G. Edwards/Wells Fargo Advisors → Investment Advisor at E. F. Hutton. Excellent.

LinkedIn Email Phone

Work Experience

Benjamin F. Edwards & Co.

Vice President Investments/Financial Consultant · 15 years 9 months

A. G. Edwards & Sons/ Wells Fargo Advisors

Financial Advisor · 21 years 7 months

E. F. Hutton

Investment Advisor · 3 years 1 month

Qualification Criteria 4 met

Financial planning

Investment advisory

Financial Consultant

Client relationship management

Skills & Expertise

securities finra investments

100%

M*** M****

Financial Advisor/President at Merten Capital

Dayton, Ohio, United States 25 years 5 months

This candidate currently owns and runs a financial advisory firm, emphasizing personalized wealth strategies and client relationships. Financial Advisor/President at Merten Capital (current) → FA at Wells Fargo → FA at Morgan Stanley, 25 years. Financial Advisor/President Merten Capital → FA Wells Fargo → FA Morgan Stanley. Excellent.

LinkedIn Email Phone

Work Experience

Merten Capital

Financial Advisor/President · 6 years 10 months

Wells Fargo Advisors

Financial Advisor · 11 years 1 month

Morgan Stanley

Financial Advisor · 7 years 9 months

Qualification Criteria 4 met

Financial planning

Investment advisory

Financial Consultant

Client relationship management

Skills & Expertise

management capital retirement planning mba wealth management financial services retirement planning investment strategies

100%

S**** F****

Financial Advisor

United States 4 years 6 months

This candidate is an excellent fit occupying a role directly related to the job title and describes extensive client planning and advisory work. Financial Advisor @ Aldyn Capital, LLC (4.5 yrs) focusing on holistic wealth management planning and investment programs → Financial Advisor/CFP. Excellent.

LinkedIn Email Phone

Work Experience

PNC

Financial Advisor · 1 year 1 month

Merrill Lynch Wealth Management

Financial Advisor · 1 year 4 months

ALDYN CAPITAL, LLC

Financial Advisor · 1 year 4 months

Qualification Criteria 4 met

Financial planning

Investment advisory

Financial Consultant

Client relationship management

Skills & Expertise

financial services investment management wealth management investment advisory capital llc management dynamics risk planning strategy securities +4 more

100%

M*** F****

Vice President - Financial Consultant

Little Rock, Arkansas, United States 16 years 10 months

This candidate explicitly held the title 'Financial Consultant' for over 8 years at a major firm, which is a direct match. VP - Financial Consultant at Charles Schwab (8y) → Investment Consultant at Fidelity (4y) → Financial Advisor at Morgan Keegan (4y). Excellent.

LinkedIn Email Phone

Work Experience

Fidelity Investments

Investment Consultant · 4 years

Morgan Keegan & Company

Financial Advisor · 4 years

Charles Schwab

Vice President - Financial Consultant · 8 years

Qualification Criteria 4 met

Financial planning

Investment advisory

Financial Consultant

Client relationship management

100%

C**** W****

Founder, President & CEO of Optimize Financial

United States 18 years

This CEO/Founder role is entirely focused on wealth building, financial planning, implementing plans, and acting as the client's personal CFO. Founder, President & CEO at Optimize Financial (4y 1m) → Wells Fargo Advisors (Premier Advisor). Excellent.

LinkedIn Email Phone

Work Experience

Wells Fargo Advisors

Financial Advisor · 4 years 7 months

U.S. Air Force, University of Southern California

Captain, Operations Flight Commander and Assistant Professor of Aerospace Studies · 2 years 7 months

United States Air Force

1st Lieutenant, Chief, GPS User Equipment Information Assurance Evaluation Team · 1 year 10 months

Optimize Financial

Founder, President & CEO · 4 years 1 month

+ 3 more positions

Qualification Criteria 4 met

Financial planning

Investment advisory

Financial Consultant

Client relationship management

Skills & Expertise

financial planning professional experience retirement planning income tax tax planning air force national security information assurance project manager personal financial planning certified financial planner planning +8 more

100%

T**** M****

Sr. Financial Advisor at Ridge Capital Management, LLC

Alpharetta, Georgia, United States 23 years 5 months

This Sr. Financial Advisor holds CFP, ChFC, and is fully licensed, focusing explicitly on developing and implementing financial plans for clients, making this an excellent match. GE/Coca-Cola experience → CFP/ChFC → Sr. Financial Advisor at Ridge Capital. Excellent.

LinkedIn Email Phone

Work Experience

World Financial Group

Qualified Marketing Director · 2 years 2 months

U.S. Planning Group

Financial Advisor · 2 years 1 month

Carnegie Wealth Strategies

Financial Advisor · 2 years 1 month

Money Concepts

President · 10 years 6 months

+ 1 more positions

Qualification Criteria 4 met

Financial planning

Investment advisory

Financial Consultant

Client relationship management

Skills & Expertise

management commerce planning securities insurance health retirement finra capital marketing director information systems +8 more

100%

L**** G****

Vice President Financial Consultant

San Diego County, California, United States 20 years 7 months

This candidate explicitly holds the title 'Vice President Financial Consultant' and has a long history in related advisory roles. VP Financial Consultant at Fidelity (8.5 yrs) → VP/President Level. Excellent

LinkedIn Email Phone

Work Experience

Edward Jones

Financial Advisor · 4 years 2 months

Merrill Lynch

Financial Advisor · 1 year

Citi

Banker · 3 years

Fidelity Investments

Financial Consultant · 4 years 1 month

+ 1 more positions

Qualification Criteria 4 met

Financial planning

Investment advisory

Financial Consultant

Client relationship management

Skills & Expertise

sales education retirement investments insurance annuities production management customer service life insurance asset management long term care

100%

C**** H****

President

Lincoln, Nebraska, United States 39 years 10 months

As President of an RIA, this person explicitly manages wealth, plans for the future, and utilizes systematic financial planning and investment management for clients. Founded Prairie Wealth Advisors (RIA) → 30+ years managing wealth/planning, focusing on systematic financial planning and investment decisions. Excellent.

LinkedIn Email Phone

Work Experience

Shearson Lehman Brothers/Smith Barney

Advisor · 15 years 8 months

American Express Financial Services

Advisor · 2 years

Prairie Wealth Advisors, Inc

President · 22 years 3 months

Qualification Criteria 4 met

Financial planning

Investment advisory

Financial Consultant

Client relationship management

Skills & Expertise

security planning management integrity proactive protection accountants tax attorneys investments capital charities +8 more

100%

D**** E****

Financial Advisor, Central Wisconsin and beyond | Providing clients with the confidence to achieve their goals

Marathon County, Wisconsin, United States 35 years 9 months

Perfect fit as the candidate is a Financial Advisor and CFP focusing on client goals, retirement, and wealth building, matching all aspects of financial consulting. 35+ years as Financial Advisor/CFP, focusing on client goals, retirement planning, and wealth building. Excellent.

LinkedIn Email Phone

Work Experience

MPPL Financial

Financial Advisor at MPPL Financial · 20 years 2 months

MPPL Financial

Member of the MPPL Board of Directors · 11 years 5 months

MPPL Financial

Planning Services Manager · 1 year 11 months

MPPL Financial

Vice President Financial Planning · 3 years 6 months

+ 5 more positions

Qualification Criteria 4 met

Financial planning

Investment advisory

Financial Consultant

Client relationship management

Skills & Expertise

buying expenses planning responsible less management research analysis reporting maintenance completion preparation +8 more

100%

M**** S****

Managing Director, Financial Advisor at Morgan Stanley Wealth Management

San Diego County, California, United States 34 years 6 months

The headline and description confirm this role is entirely focused on delivering comprehensive financial planning and investment advisory services to clients. Managing Director/Financial Advisor at Morgan Stanley → offering full financial plan, investment management, retirement planning, and wealth transfer focused on clients. Excellent.

LinkedIn Email Phone

Work Experience

Morgan Stanley Wealth Management

Managing Director | Financial Advisor · 14 years 5 months

Merrill Lynch

Senior Vice President, Managing Director · 17 years 5 months

Coopers and Lybrand

Accountant · 2 years 10 months

Qualification Criteria 4 met

Financial planning

Investment advisory

Financial Consultant

Client relationship management

Skills & Expertise

planning management tax mitigation retirement 401k compensation risk director security strategy registration +8 more

100%

J**** W****

Seasoned Investment Advisor and Financial Planning Professional

Mechanicsburg, Pennsylvania, United States 33 years 7 months

This candidate is described as a seasoned Investment Advisor and Financial Planning Professional with significant experience in investment services and delivering client experience. Wealth Mgmt Professional → Trust Investment Manager → VP/RIA at MOSAIC, excelling at holistic financial planning and client experience. Excellent.

LinkedIn Email Phone

Work Experience

Millennium Wealth Management and Private Banking

Chief Investment Officer · 10 years 2 months

ACNB Bank

Trust Investment Manager

AUA Capital Management

Director of Research, Senior Portfolio Manager · 1 year 1 month

Graystone Wealth Management

Senior Portfolio Manager · 1 year 1 month

+ 6 more positions

Qualification Criteria 4 met

Financial planning

Investment advisory

Financial Consultant

Client relationship management

Skills & Expertise

high net worth individuals management analysis construction evaluation proactive planning strategy director research investments less +8 more

100%

A**** N****

Partner at Evercore Wealth Management, LLC

Tampa, Florida, United States 30 years

This Partner role explicitly details offering customized investment management, financial planning, and advisory services to high net worth individuals. Partner at Evercore WM → SVP Investment Strategist at SunTrust; firm provides customized investment management, financial planning, and wealth management to HNW clients. Excellent.

LinkedIn Email Phone

Work Experience

SunTrust Bank

SVP, Investment Strategist · 18 years 5 months

Evercore Wealth Management, LLC

Partner · 11 years 7 months

Qualification Criteria 4 met

Financial planning

Investment advisory

Financial Consultant

Client relationship management

Skills & Expertise

p less management llc planning reporting risk wealth management investment management financial planning risk management trust services +1 more

100%

M**** F***

Financial Planner

Mooresville, North Carolina, United States 26 years 4 months

This candidate is a CFP who owns a fee-only advisory firm providing financial planning and investment management services. Founder at Evergreen Wealth Services (CFP); focused on comprehensive planning areas. Excellent.

LinkedIn Email Phone

Work Experience

Best Wise Associates

Wealth Management Assistant · 1 year 7 months

Goodstein Financial

Financial Paraplanner · 10 months

Various Television Studios

Assistant Camerman · 8 years 7 months

Evergreen Wealth Services

Founder · 5 years 11 months

+ 1 more positions

Qualification Criteria 4 met

Financial planning

Investment advisory

Financial Consultant

Client relationship management

Skills & Expertise

certified financial planner real estate financing planning management retirement investments tax benefits military education funding insurance +8 more

100%

M*** R****

Wealth Manager

United States 48 years 10 months

This candidate is a long-tenured wealth manager focused on comprehensive wealth management and acting as a fiduciary, which aligns perfectly with a Financial Consultant role. 45+ years in industry, founded firm, now at Coldstream Wealth Management. Excellent.

LinkedIn Email Phone

Work Experience

Rosenbaum Financial, Inc.

President and CEO · 44 years

Coldstream Wealth Management

Team Lead & Wealth Manager · 4 years 2 months

Qualification Criteria 4 met

Financial planning

Investment advisory

Financial Consultant

Client relationship management

Skills & Expertise

management sourcing investments tax p less cpa retirement planning insurance financial services wealth management +4 more

100%

J**** H****

Financial Consultant

Oklahoma City, Oklahoma, United States 25 years 10 months

This candidate's headline is 'Financial Consultant' and experience across major brokerages shows a focus on relationship building and financial planning. Schwab/TDA/Scottrade (VP/Consultant), 25+ years total. Excellent.

LinkedIn Email Phone

Work Experience

Charles Schwab

VP, Financial Consultant · 2 years 11 months

TDAmeritrade

Investment Consultant · 4 years 11 months

Scottrade

Investment consultant · 18 years 1 month

Qualification Criteria 4 met

Financial planning

Investment advisory

Financial Consultant

Client relationship management

Skills & Expertise

planning positioning producer relationship building financial planning

100%

A*** P***

VP - Sr. Financial Consultant, Salt Lake City, UT

Salt Lake City, Utah, United States 18 years 4 months

The current and past roles explicitly use the title 'Financial Consultant' paired with wealth management and investing responsibilities. Schwab/TD Ameritrade → Schwab (VP/Sr. Consultant), 18+ years total. Excellent.

LinkedIn Email Phone

Work Experience

SDSD Ventures/OP Properties

Owner · 1 year 11 months

TD Ameritrade

Senior Financial Consultant · 1 year 2 months

Charles Schwab

Vice President - Financial Consultant at Charles Schwab · 6 years 2 months

Charles Schwab

Associate Financial Consultant · 2 years 6 months

+ 2 more positions

Qualification Criteria 4 met

Financial planning

Investment advisory

Financial Consultant

Client relationship management

Skills & Expertise

management analysis planning wealth management

100%

T**** S****

Founding Partner and Registered Principal at Frontier Financial Group, LLC

New York, United States 38 years 4 months

This individual is an excellent fit, explicitly offering comprehensive financial planning services as a Founding Partner with nearly 40 years of experience. Founding Partner → Frontier Financial Group, LLC, offering comprehensive financial planning services. Excellent.

LinkedIn Email Phone

Work Experience

Frontier Financial Group, LLC

Founding Partner and Registered Principal

KPMG (formerly Peat, Marwick, Mitchell and Co)

Staff Accountant · 1 year 2 months

Alfred State College

Associate Professor of Business · 30 years 2 months

Qualification Criteria 4 met

Financial planning

Investment advisory

Financial Consultant

Client relationship management

Skills & Expertise

llc planning securities finra financial planning financial markets

100%

R**** W****

Financial Planner at WhiteRock Wealth Design

Fayetteville, Arkansas, United States 22 years 2 months

The candidate has a strong background involving Financial Planning, Investments, and relationship management across banking and wealth management roles. Arvest Bank → Arvest Wealth Management → WhiteRock Wealth Design. Excellent.

LinkedIn Email Phone

Work Experience

Arvest Bank

Credit Analyst · 2 years 3 months

Arvest Bank

Financial Services Representative · 11 months

WhiteRock Wealth Design

Financial Advisor · 7 years 5 months

Arvest Wealth Management

Client Advisor - Vice President · 6 years 4 months

+ 1 more positions

Qualification Criteria 4 met

Financial planning

Investment advisory

Financial Consultant

Client relationship management

Skills & Expertise

planning retirement education banking securities finra analysis tax commercial selling investments management +8 more

100%

S**** W****

Executive Advisor

Atlanta, Georgia, United States 23 years 11 months

This candidate is a CERTIFIED FINANCIAL PLANNER™ and Wealth Advisor delivering tailored wealth management solutions and strategic financial planning. Excellent.

LinkedIn Email Phone

Work Experience

Merrill Lynch

Client Associate

Truist Wealth

Medical Wealth Advisor

SunTrust Investment Services

Financial Advisor

SunTrust Mortgage

Senior Loan Officer- Mortgage Loan Consultant

+ 6 more positions

Qualification Criteria 4 met

Financial planning

Investment advisory

Financial Consultant

Client relationship management

Skills & Expertise

planning performing management security collaboration healthcare physicians banking clarity arts writing commercial +8 more

100%

J*** M****

Owner & Financial Advisor at Koenig Investment Advisory

Ashland, Oregon, United States 17 years 3 months

This owner/advisor clearly provides fee-only investment management and comprehensive wealth planning services, directly matching all required functional areas. CERTIFIED FINANCIAL PLANNER™ Professional → Owner & Financial Advisor (current). Excellent.

LinkedIn Email Phone

Work Experience

MyLaunch, LLC

Partner · 4 years

Merrill Lynch

Registered Client Associate & Resident Director Assistant · 2 years 4 months

Pacific Capital Resource Group

Financial Advisor · 9 months

Merrill Lynch

Financial Advisor · 1 year 9 months

+ 3 more positions

Qualification Criteria 4 met

Financial planning

Investment advisory

Financial Consultant

Client relationship management

Skills & Expertise

director llc management planning research retirement tax risk legal purchase security less +8 more

100%

S**** H****

Vice President-Financial Consultant at Charles Schwab

Milwaukee, United States 31 years

This candidate is an excellent match, currently serving as a Financial Consultant with 31 years of experience managing high-net-worth clients and delivering comprehensive financial advice. VP-Financial Consultant at Charles Schwab → Wealth Management Advisor at TIAA (managed financial planning/assets) → Financial Consultant at Fidelity Inv. Excellent.

LinkedIn Email Phone

Work Experience

Ziegler

Investment Consultant · 3 years 4 months

TIAA

Wealth Management Advisor · 3 years 5 months

H&R Block

Financial Advisor · 8 years 5 months

Fidelity Investments

Financial Consultant · 11 years 6 months

+ 1 more positions

Qualification Criteria 4 met

Financial planning

Investment advisory

Financial Consultant

Client relationship management

Skills & Expertise

finance planning positioning management annuities bonds investments responsible acquiring referrals retirement communications +8 more

100%

M**** C****

Managing Director, Senior Financial Advisor

New York City Metropolitan Area, United States 37 years 11 months

Excellent match with three decades of experience advising clients on financial goals, including wealth planning. Merrill Lynch Wealth Management (38 yrs) as Senior Financial Advisor/Managing Director. Excellent.

LinkedIn Email Phone

Work Experience

Merrill Lynch Wealth Management

Senior Financial Advisor, Managing Director · 38 years

Qualification Criteria 4 met

Financial planning

Investment advisory

Financial Consultant

Client relationship management

Skills & Expertise

wealth management coaching integrity compassion director p less planning management retirement tax education

100%

D*** H****

VP - Financial Consultant

Wayzata, Minnesota, United States 15 years 4 months

This candidate is an excellent match, currently holding the title of VP - Financial Consultant with strong relevant credentials including CFP and multiple FINRA licenses. VP - Financial Consultant at Charles Schwab → Advisor at Allegiant Financial Group. Excellent.

LinkedIn Email Phone

Work Experience

Allegiant Financial Group

Advisor · 1 year 1 month

Charles Schwab

VP - Financial Consultant

Qualification Criteria 4 met

Financial planning

Investment advisory

Financial Consultant

Client relationship management