Investment Consultant

Fidelity Investments

. Develop customized financial plans using a wide range of products, services, and Fidelity planning tools .

Posted 10/27/2026full-timeScottsdale • Arizona • United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates expertise in developing customized financial plans and providing investment solutions tailored to client needs. Proficient in leveraging financial planning tools and conducting effective client engagements to build and maintain strong relationships.

Highest-signal resume keywords

FINRA Series 7 LicenseFINRA Series 66 LicenseInvestment Solutions ExpertiseProactive Relationship-BuildingOutstanding Communication Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial PlanningInvestment SolutionsClient EngagementProactive OutreachConsultative Skills

Soft Skills

Interpersonal SkillsInitiativeAbility to Exceed Expectations

Tools & Technologies

Fidelity Planning ToolsTechnology for Client Appointments

Certifications & Qualifications

FINRA Series 7FINRA Series 66

Industry Keywords

Wealth ManagementClient RelationshipsFinancial Complexity

About the role

Key responsibilities & impact

Develop customized financial plans using a wide range of products, services, and Fidelity planning tools
Engage with existing clients and warm leads rather than sourcing new customers
Provide investment solutions and grow client relationships with a dedicated local advisor
Help clients make investment decisions in their best interest
Present and implement solutions suited to client needs
Prepare for and conduct efficient one-on-one client appointments
Conduct proactive outreach to understand clients’ goals and objectives
Refer clients to wealth management partners based on needs and financial complexity

Requirements

What you’ll need

FINRA Series 7 and Series 66 licensed and appropriate state registrations, or ability to acquire Series 66 upon hire
Comprehensive understanding of various investment solutions
Ability to educate customers on investment solution values and differences
Ability to leverage Fidelity’s guidance tools for financial planning discussions and recommendations
Ability to use technology for one-on-one client appointments and follow-up planning
Proactive outreach and relationship-building skills
Ability to refer clients to wealth management partners based on needs and financial complexity
Exemplary interpersonal and relationship-building skills
Initiative and ability to exceed expectations
Outstanding communication and consultative skills
Ability to thrive in a fast-paced work environment
A degree, equivalent experience, or other professional certifications are beneficial, not required
Fidelity will not provide immigration sponsorship for this position

Benefits

Comp & perks

Stable base salary
Comprehensive total rewards package
Tuition reimbursement program
Training in-branch, regionally, nationally, and virtually
Professional flexibility, growth, and support
Onboarding support