Financial Consultant

skillventory - A Leading Talent Research Firm

Financial Consultant using life experience to help clients achieve financial security. Engaging in personalized financial planning and investment solutions at Fidelity in Peoria, AZ.

Posted 5/19/2026full-timePeoria • Arizona • 🇺🇸 United StatesMid-LevelSeniorWebsite

About the role

Key responsibilities & impact

Use your life experience to connect personally with clients and lead them on a path of financial security
Provide appropriate investment solutions to existing clients and help expand the acquisition of new customers.

Requirements

What you’ll need

5 or more years of successful sales experience in another industry
Degree and/or other professional certifications highly preferred, but not required

Benefits

Comp & perks

Robust & formal training schedule both in classroom and in a branch, to develop the skills you need to build meaningful relationships with clients
Customized coaching and development for a career in financial planning
Generous, predictable compensation throughout the program
Health insurance
Retirement plans
Paid time off

ATS Keywords

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Applicant Tracking System Keywords

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Soft Skills

client connectionfinancial security guidancecustomer acquisitionsales experience

Certifications

professional certifications