Investment Consultant

skillventory - A Leading Talent Research Firm

Investment Consultant roles involve developing customized financial plans and engaging with existing clients for investment solutions. Collaboration with a dedicated local advisor focusing on client relationships and needs.

Posted 7/1/2026full-timeGilbert • Arizona • 🇺🇸 United StatesMid-LevelSeniorWebsite

About the role

Key responsibilities & impact

Develop customized financial plans through a wide range of products and services
Engage with existing clients and warm leads
Present solutions and service offerings that best meet client needs
Conduct one-on-one appointments to optimize client time
Actively seek to understand clients’ goals and objectives and refer them based on needs and financial complexity

Requirements

What you’ll need

Series 7 & 63 licensed; Series 65 or 66 and appropriate state registrations preferred, OR ability to acquire quickly upon hire
Degree and/or other professional certifications such as a CFP are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one!
Comprehensive understanding of various investment solutions
Excellent interpersonal skills and ability to grow relationships
Outstanding communication and consultative skills

Benefits

Comp & perks

Health insurance
Retirement plans
Paid time off
Professional development opportunities
Training in-branch, regionally, nationally, and virtually

ATS Keywords

✓ Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Soft Skills

Excellent Interpersonal SkillsOutstanding Communication SkillsConsultative Skills

Certifications

Series 7 LicenseSeries 63 LicenseSeries 65 LicenseCFP Certification