Financial Consultant

skillventory - A Leading Talent Research Firm

Financial Consultant engaging with clients to offer personalized planning and investment strategies. Supporting client relationships within Fidelity, a leader in financial services.

Posted 7/13/2026full-timeVancouver • 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 providing comprehensive investment solutions and retirement planning while effectively building and nurturing client relationships. Holds necessary FINRA licenses and is capable of presenting complex financial solutions to a knowledgeable client base.

Highest-signal resume keywords

FINRA Series 7 LicenseFINRA Series 66 LicenseClient Relationship ManagementInvestment SolutionsRetirement 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 BuildingEffective CommunicationRapport BuildingCredibility Establishment

Certifications & Qualifications

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

Industry Keywords

Investment SolutionsRetirement GoalsClient BasePersonalized PlanningBrand Extension

About the role

Key responsibilities & impact

Engage face-to-face with your customers, offering guidance and personalized planning
Extend the reach of the firm's brand
Nurture relationships with an existing client base
Provide comprehensive investment solutions and retirement plans to meet client needs
Support clients in reaching their retirement goals

Requirements

What you’ll need

Previous success in building relationships, uncovering needs and recommending solutions
FINRA Series 7 & 66 licensed and 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