Financial Consultant

skillventory - A Leading Talent Research Firm

Financial Consultant providing personalized investment solutions for clients in the Investor Center. Engage face-to-face, offering guidance and support while nurturing existing relationships.

Posted 7/13/2026full-timeTukwila • Washington • 🇺🇸 United StatesMid-LevelSenior💰 $60,000 - $75,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in building and nurturing client relationships while providing tailored investment solutions and retirement planning. Holds necessary FINRA licenses and is capable of presenting complex financial concepts to clients effectively.

Highest-signal resume keywords

FINRA Series 7 LicenseFINRA Series 66 LicenseClient Relationship ManagementInvestment SolutionsRetirement Planning

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Investment SolutionsRetirement PlanningFinancial AnalysisNeeds AssessmentSolution Recommendation

Soft Skills

Relationship BuildingEffective CommunicationRapport BuildingCredibility Establishment

Certifications & Qualifications

CFP CertificationState Registrations

Industry Keywords

Client EngagementPersonalized PlanningComprehensive SolutionsTuition Reimbursement Program

About the role

Key responsibilities & impact

engage face-to-face with your customers, offering guidance and personalized planning
nurture relationships with an existing client base
support clients by providing comprehensive investment solutions and retirement plans
effectively engage clients through personal interactions

Requirements

What you’ll need

Previous success in building relationships, uncovering needs and recommending solutions
FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire
Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility
Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one

Benefits

Comp & perks

comprehensive health care coverage
emotional well-being support
market-leading retirement
generous paid time off
parental leave
charitable giving employee match program
educational assistance including student loan repayment
tuition reimbursement
learning resources to develop your career