Financial Consultant in San Francisco Salary

How much does a Financial Consultant make in San Francisco, CA? A Financial Consultant in San Francisco earns an average of $58,958 annually. This is 12% below the national average for a Financial Consultant which is $65,827 annually. Salaries for a Financial Consultant in San Francisco range from $47,932 annually to $66,000 annually. Total Annual Pay, which includes salary and bonus for a Financial Consultant in San Francisco ranges from $60,781 to $76,646 annually. Job satisfaction is reported as 4 out of 5 stars. Women make up 67% of the Financial Consultant workforce in San Francisco among those reporting. Many report receiving medical, dental, and vision benefits from their employer.

Job Description for Financial Consultant

A financial consultant advises clients of an investment bank or financial services company on the best way to manage their money. They assesses customers' financial needs and work with them to build an investment portfolio that is comfortable for the client and builds wealth. To be successful, a financial consultant must build a client base; they need to identify prospective clients and cultivate relationships with them. Consultants may need to be creative in developing ways to attract new clients, although some larger companies clients may assign clients to consultants.

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Financial Consultant Tasks

  • Guide clients through financial self-analysis, including goal setting and advice to reach goals.
  • Assist clients with estate management, tax returns, budgets, or other financial tasks.
  • Follow-up with clients on plans, track successes, and inform about modifications.

About San Francisco, California

San Francisco County, California
864,816
Male:
439,752 (50.8%)
Female:
425,064 (49.2%)
San Francisco (SF) (/sæn frənˈsɪskoʊ/), officially the City and County of San Francisco, is the cultural, commercial, and financial center of Northern California and the only consolidated city-county in California. San Francisco is about 46.9 square miles (121 km2) in area. It is located on the north end of the San Francisco Peninsula. It is the smallest county in the state. It has a density of about 18,451 people per square mile (7,124 people per km2), making it the most densely settled large city (population greater than 200,000) in the state of California and the second-most densely populated major city in the United States after New York City. San Francisco is the fourth-most populous city in California, after Los Angeles, San Diego, and San Jose, and the 13th-most populous city in the United States—with a Census-estimated 2015 population of 864,816. The city and its surrounding areas are known as the San...
San Francisco:
$92,094
California:
$64,500
$1,659
San Francisco:
$941,400
California:
$449,100
3.6%

Financial Consultant Job Listings

Key Stats for Financial Consultant

Gender

Female
67 %
Male
33 %

Job Satisfaction

Highly satisfied
Rated 4 out of 5
based on 2 votes.
1-4 years
63%
5-9 years
38%

Experience Affects Financial Consultant Salaries

Mid-Career
▲41%

National Average
$66,000

Entry-Level
▼16%

Skills That Affect Financial Consultant Salaries

Microsoft Excel
▲59%

Financial Reporting
▲42%

Financial Analysis
▲18%

National Average
$66,000

Job Satisfaction

Highly satisfied
Rated 4 out of 5
based on 2 votes.

Gender

Female
67 %
Male
33 %

Years of Experience

1-4 years
63%
5-9 years
38%

Common Health Benefits

medical benefits
Medical: 100%
dental benefits
Dental: 75%
vision benefits
Vision: 75%
no benefits
None: