Financial Consultant

skillventory - A Leading Talent Research Firm

Financial Consultant working with an existing client base to offer personalized financial planning and investment solutions at Fidelity Investments. Engaging face-to-face to help clients achieve their retirement goals.

Posted 7/13/2026full-timeLynnwood • 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 client relationships and providing tailored investment solutions, with a strong focus on customer engagement and personalized financial planning. Holds necessary licenses and certifications to deliver comprehensive retirement plans and investment strategies.

Highest-signal resume keywords

FINRA Series 7 LicenseFINRA Series 66 LicenseClient Relationship ManagementInvestment SolutionsFinancial Planning

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

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

Hard Skills

Investment SolutionsRetirement PlanningFinancial AnalysisNeeds AssessmentSolution Recommendation

Soft Skills

Relationship BuildingCommunicationRapport BuildingCredibility Establishment

Certifications & Qualifications

FINRA Series 7 LicenseFINRA Series 66 LicenseCertified Financial Planner (CFP)

Industry Keywords

Client EngagementPersonalized PlanningBrand ExtensionComprehensive Solutions

About the role

Key responsibilities & impact

engage face-to-face with customers, offering guidance and personalized planning
help extend the reach of the firm's brand
nurture relationships with an existing client base
provide comprehensive investment solutions and retirement plans to meet clients' needs

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 and parental leave
charitable giving employee match program
educational assistance including student loan repayment, tuition reimbursement, and learning resources