We have other current jobs related to this field that you can find below

  • National Financial Consultant Advisor

    5 days ago

    Boston, Massachusetts, United States Ameriprise Financial Full time

    Embark on a Rewarding CareerAre you looking to begin a fulfilling career that enables you to create a positive impact? If you are enthusiastic about the chance to engage in a collaborative role where you can enhance your understanding of the financial services sector, consider launching your career as a National Financial Consultant Advisor.Role OverviewAs a...

  • National Financial Consultant Advisor

    5 days ago

    Boston, Massachusetts, United States Ameriprise Financial Full time

    Are you ready to embark on a rewarding career that enables you to create a positive impact? If you are enthusiastic about the chance to engage in a collaborative role where you can enhance your understanding of the financial services sector, consider launching your career as a National Financial Consultant Advisor.In this position, you will advocate for...

  • VP - Financial Consultant - Bedford, NH

    3 days ago

    New Boston, United States Charles Schwab Full time

    Position Type: RegularYour opportunity At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. Schwab’s branch team is at the heart of our firm’s commitment to helping clients own their financial...

  • VP, Investment Advisor

    3 months ago

    Boston, United States CFA Institute Full time

    VP, Investment Advisor & Financial Planner Division: Asset Management Department: Berkshire Wealth Management Reports to: SVP, Wealth Management Administration Status: Exempt/Officer Grade: 12 Date: 2024 Purpose/Objective : Assists in implementing and delivering a full range of services to clients, including financial planning, investment advising, and...

  • Director/VP Project Finance

    3 months ago

    Boston, United States The Green Recruitment Company Full time

    The Green Recruitment Company is delighted to partner with a leading solar IPP in their search for a Director or VP of Project Finance to lead their execution of their project financing strategies. Reporting directly to the C-Suite team, our client is looking for a candidate with experience leading and executing complex project finance transactions,...

  • Director/VP Project Finance

    3 months ago

    Boston, United States The Green Recruitment Company Full time

    The Green Recruitment Company is delighted to partner with a leading solar IPP in their search for a Director or VP of Project Finance to lead their execution of their project financing strategies. Reporting directly to the C-Suite team, our client is looking for a candidate with experience leading and executing complex project finance transactions,...

  • Financial Analysis Consultant

    4 weeks ago

    Boston, United States firstPRO, Inc Full time

    *PLEASE NOTE: Applicants must currently hold US Citizen or US Permanent Resident (Green Card) status.Duration: Direct HireJob Title: Financial ConsultantLocation: Boston, MA 02116 (Hybrid 3 days per week)Compensation: $100-140K annual salary (commensurate with education and experience) plus bonus and benefitsJob Overview / ResponsibilitiesSeeking a Financial...

  • Financial Analysis Consultant

    4 weeks ago

    Boston, United States firstPRO, Inc Full time

    *PLEASE NOTE: Applicants must currently hold US Citizen or US Permanent Resident (Green Card) status.Duration: Direct HireJob Title: Financial ConsultantLocation: Boston, MA 02116 (Hybrid 3 days per week)Compensation: $100-140K annual salary (commensurate with education and experience) plus bonus and benefitsJob Overview / ResponsibilitiesSeeking a Financial...

  • Consultant, Financial Modeling

    3 weeks ago

    Boston, United States firstPRO, Inc Full time

    *PLEASE NOTE: Applicants must currently hold US Citizen or US Permanent Resident (Green Card) status.Duration: Direct HireJob Title: Financial ConsultantLocation: Boston, MA 02116 (Hybrid 3 days per week)Compensation: $95-175K annual salary (commensurate with education and experience) plus bonus and benefitsJob Overview / ResponsibilitiesSeeking a Consultant...

  • Financial Services Consultant

    4 days ago

    Boston, Massachusetts, United States Eagle Power Innovations Full time

    Position OverviewWe are excited to announce an opportunity for a Financial Services Consultant to join our dynamic team at Eagle Power Innovations. This role is designed for individuals seeking to make a significant impact in the financial sector while enjoying the flexibility of working from home. About the Role: As a consultant, you will engage with...

  • Financial Accessibility Consultant

    4 days ago

    Boston, Massachusetts, United States uAspire Full time

    Position OverviewROLE SUMMARY:The uAspire Financial Accessibility Consultants engage directly with young individuals to assist them in navigating the complexities of securing and financing an affordable college education. These consultants undergo comprehensive training focused on financial accessibility to effectively guide students. They may be assigned to...

  • Principal Financial Consultant

    4 days ago

    Boston, Massachusetts, United States Solaris by Roessel Joy LLC Full time

    Senior Consultant Job OverviewCompany OverviewAt Solaris by Roessel Joy LLC, we collaborate with financial executives to navigate significant challenges and seize opportunities. Our team comprises diverse professionals with extensive industry knowledge and technical skills, enabling us to address intricate client projects effectively.Position SummaryAs a...

  • VP Finance

    1 month ago

    Boston, United States SDL Search Partners Full time

    About the job VP Finance / Controller (Nonprofit Organization) VP Finance / Controller (Nonprofit Organization) This mission-driven Nonprofit Organization is seeking a VP Finance / Controller to join the team. This individual will be responsible for leading the finance function & team, as well as serving as a Strategic Business Partner to the CEO. This is a...

  • Financial Planning Case Consultant

    2 months ago

    Boston, United States MassMutual Full time

    The Opportunity The role of the Financial Planning Case Consultant is to work on a team of consultants providing support for fee-based financial planning cases. Consultants will focus on creating dynamic collaborative partnerships with Advisors dealing with moderate to affluent clients. In this role, as well as all roles within MassMutual, you will...

  • Senior IT Consultant

    5 days ago

    Boston, Massachusetts, United States Creative Financial Staffing Full time

    Senior IT Consultant - Professional Services FirmAbout the Company and Opportunity:Creative Financial Staffing is a well-established and expanding professional services firm.The management team prioritizes employee development, fostering a collaborative and enjoyable workplace atmosphere.This position offers an in-office schedule with a flexible hybrid work...

  • Financial Planning Consultant

    3 months ago

    Boston, United States MassMutual Full time

    The Opportunity As a Financial Planning Regional Consultant, you will be responsible for developing, maintaining, and strengthening relationships with new and existing Financial Advisors, Financial Planners, Financial Planning Directors, and Support Staff. The Impact In partnership with the Regional Director in the designated territory (Mid-Atlantic),you...

  • VP, IT Solutions Delivery

    10 hours ago

    Boston, United States Manulife Full time

    VP, IT Solutions DeliveryLocation: Boston, MassachusettsTime Type: Full timePosted On: Posted 30+ Days AgoJob Requisition ID: JR24070948We are a leading financial services provider committed to making decisions easier and lives better for our customers and colleagues around the world. From our environmental initiatives to our community investments, we lead...

  • Financial Consultant Partner

    4 weeks ago

    Boston, United States Charles Schwab Full time

    Position Type: Regular Your opportunity At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. This position is part of the Branch Network which is primarily responsible for providing Wealth Management to...

  • Financial Consultant Partner

    2 weeks ago

    Boston, United States Charles Schwab Full time

    Position Type: Regular Your opportunity At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. This position is part of the Branch Network which is primarily responsible for providing Wealth Management to...

  • VP, IT Solutions Delivery

    10 hours ago

    Boston, United States Manulife Insurance Malaysia Full time

    VP, IT Solutions Delivery We are a leading financial services provider committed to making decisions easier and lives better for our customers and colleagues around the world. From our environmental initiatives to our community investments, we lead with values throughout our business. To help us stand out, we help you step up, because when colleagues are...

VP, Financial Consultant

3 months ago

BOSTON, United States Charles Schwab Full time
Position Type: RegularYour opportunity

At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.

 

Schwab’s branch team is at the heart of our firm’s commitment to helping clients own their financial futures. In this exciting role, you’ll give clients financial guidance while forming lasting relationships built on trust, respect, and reaching a common goal. You’ll also have the ability to take charge of your own professional journey with our supportive, nurturing culture and diverse set of career opportunities. 

 

As a Financial Consultant at Schwab, you will be procured with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time, you’ll grow your practice holistically through client asset consolidation, networking, and earning client referrals. If you currently have your securities license, enjoy working in a team setting, and share our passion for serving clients - this role is for you.

What you have

Required Qualifications:

  • A valid and active FINRA Series 7 license required  
  • Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job.  

 

Preferred Qualifications:

 

  • Ability to build strong relationships, engage and encourage trust, and deepen the client relationship by applying a focused client communication strategy, and exceeding client expectations.  
  • Strong candidates will also learn to leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your client’s progress toward achieving their goals.  
  • Openness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning
  • Ability to adapt and implement change as the market and business conditions evolve  
  • Passion for community engagement to share and engage clients in discussion about market conditions, sound investing principles, and the ideal wealth and long-term investment strategies for their personal situation
  • Desire to provide an outstanding investor experience in additional to furthering your own professional development in Wealth Management.  

In addition to the salary range, this role is also eligible for bonus or incentive opportunities. 

 

Investment Professionals' Compensation | Charles Schwab

Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing. You will be required to register and to submit to the required SAFE Act background check and registration process


What’s in it for you

At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry.

We offer a competitive benefits package that takes care of the whole you – both today and in the future:

  • 401(k) with company match and Employee stock purchase plan
  • Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
  • Paid parental leave and family building benefits
  • Tuition reimbursement
  • Health, dental, and vision insurance