Financial Consultant

skillventory - A Leading Talent Research Firm

Financial Consultant engaging face-to-face with customers for personalized financial planning at Fidelity's Investor Center. Supporting existing client relationships and extending the firm's brand.

Posted 7/15/2026full-timeChandler • Arizona • 🇺🇸 United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates expertise in relationship building and personalized financial planning, with a strong ability to present complex solutions to clients. Holds necessary FINRA licenses and is committed to ongoing professional development through certifications.

Highest-signal resume keywords

FINRA Series 7 LicenseFINRA Series 63 LicenseFINRA Series 65 LicenseRelationship BuildingClient Engagement

ATS Keywords

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Applicant Tracking System Keywords

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

Soft Skills

Building RapportCredibilityPersonalized PlanningGuidance

Certifications & Qualifications

FINRA Series 66 LicenseCFP Certification

Industry Keywords

Investor CenterClient BaseTuition Reimbursement

About the role

Key responsibilities & impact

Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand.
Nurture relationships with an existing client base

Requirements

What you’ll need

Previous success in building relationships, uncovering needs and recommending solutions
FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 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

competitive total rewards package
training in-branch, regionally, nationally, and virtually