Talent.com
Financial Consultant Partner - Burlington, MA

Financial Consultant Partner - Burlington, MA

USA JobsBurlington, MA, US
1 day ago
Job type
  • Full-time
Job description

Financial Consultant Partner

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.

As a Financial Consultant Partner (FCP), you are in the heart of the action, acting as a trusted partner to our Sr. Financial Consultants (FC) and their practice clients. Through your developed expertise, you will deepen new and existing client relationships, uncovering business development opportunities and learning from your Sr. FC all along the way. You'll support the growth and management of an affluent wealth management practice, providing exceptional service, advice, and relationship management. If you are a licensed financial professional with a passion for wealth management, and a desire to grow under the mentorship of a seasoned advisor, this could be the role for you.

Required Qualifications :

  • A valid and active Series 7 license is required (license may be obtained under a condition of employment through Branch Network Licensing Program)
  • A valid and active Series 66 (63 / 65) license required (license(s) may be obtained under a condition of employment)

Preferred Qualifications :

  • 3+ years of Financial Services Industry Experience
  • Strong written and verbal communication skills
  • Strong candidates will have a proven track record to handle several tasks simultaneously and effectively prioritize
  • Ability to identify new relationship development
  • Openness to build, refresh, and deliver financial plans for practice clients in partnership with your Sr. Financial Consultant(s)
  • Ability to uncover and meet client needs and effectively manage client expectations
  • Ability to build and maintain good cross-enterprise working relationships
  • Capability to become a Notary
  • Strong candidates will also gain experience updating and compiling client information through Schwab's internal customer relationship management (CRM) tool
  • Openness to manage local events, as needed
  • In addition to the salary range, this role is also eligible for bonus or incentive opportunities.

    At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact.

    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
  • Schwab is an affirmative action employer, focused on employing and advancing in employment, qualified women, racial and ethnic minorities, protected veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at applicantaccessibility@schwab.com or call 800-275-1281.

    Create a job alert for this search

    Financial Consultant • Burlington, MA, US

    Related jobs
    • Promoted
    Financial Consultant

    Financial Consultant

    EmpowerLynn, MA, US
    Full-time
    Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career...Show moreLast updated: 30+ days ago
    • Promoted
    • New!
    VP, Financial Consultant - Chestnut Hill, MA

    VP, Financial Consultant - Chestnut Hill, MA

    Charles SchwabChestnut Hill, MA, United States
    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” a...Show moreLast updated: less than 1 hour ago
    • Promoted
    • New!
    VP, Financial Consultant - Cambridge, MA (Cambridge)

    VP, Financial Consultant - Cambridge, MA (Cambridge)

    Charles SchwabCambridge, MA, US
    Part-time
    Position Type : Regular Your opportunity In addition to the salary range, this role is also eligible for bonus or incentive opportunities. Investment Professionals' Compensation | Charles Schwab ...Show moreLast updated: 4 hours ago
    • Promoted
    Remote Financial Analyst - AI Trainer

    Remote Financial Analyst - AI Trainer

    Data AnnotationLeominster, Massachusetts
    Remote
    Full-time +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the q...Show moreLast updated: 27 days ago
    • Promoted
    Licensed Marriage and Family Therapist (LMFT)

    Licensed Marriage and Family Therapist (LMFT)

    LifeStance HealthWeare, NH, US
    Full-time
    At LifeStance Health, we believe in a truly healthy society where mental and physical healthcare are unified to make lives better. Our mission is to help people lead healthier, more fulfilling lives...Show moreLast updated: 29 days ago
    • Promoted
    • New!
    Travel Licensed Clinical Social Worker - $2194.17 / Week

    Travel Licensed Clinical Social Worker - $2194.17 / Week

    TotalMed StaffingBeverly, MA, US
    Full-time
    TotalMed Staffing is seeking an experienced Licensed Clinical Social Worker for an exciting Travel Allied job in Beverly, MA. Shift : 5x8 hr days Start Date : 11 / 03 / 2025 Duration : 13 weeks Pay : $2194....Show moreLast updated: 16 hours ago
    • Promoted
    Financial Consultant Partner - Burlington / Cambridge / Lynnfield, MA

    Financial Consultant Partner - Burlington / Cambridge / Lynnfield, MA

    Charles SchwabTOWN OF LYNNFIELD, MA, United States
    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” a...Show moreLast updated: 1 day ago
    • Promoted
    • New!
    Financial Consultant Partner - Burlington / Cambridge / Lynnfield, MA (Cambridge)

    Financial Consultant Partner - Burlington / Cambridge / Lynnfield, MA (Cambridge)

    Charles SchwabCambridge, MA, United States
    Full-time
    Position Type : Regular Your opportunity At Schwab, youre empowered to make an impact on your career.Here, innovative thought meets creative problem solving, helping us challenge the status quo and ...Show moreLast updated: 3 hours ago
    • Promoted
    VP, Financial Consultant - Cambridge, MA

    VP, Financial Consultant - Cambridge, MA

    Charles SchwabCambridge, MA, United States
    Full-time
    Position Type : Regular Your opportunity In addition to the salary range, this role is also eligible for bonus or incentive opportunities. Investment Professionals' Compensation | Charles Schwab ...Show moreLast updated: 30+ days ago
    • Promoted
    Financial Customer Associate - Merrimack

    Financial Customer Associate - Merrimack

    Fidelity InvestmentsAmherst, NH, US
    Full-time
    Do you genuinely enjoy making a difference in the lives of others? If you answered “.Financial Customer Associates (FCA) in our Merrimack site. In this full-time position, you can apply your s...Show moreLast updated: 7 days ago
    • Promoted
    Controller

    Controller

    Vaco by HighspringDevens, MA, US
    Permanent
    Vaco has partnered with a rapidly growing tech company that is well position in the clean energy space and they are looking to hire a Controller to their team. The Controller will play a key leaders...Show moreLast updated: 1 day ago
    • Promoted
    Financial Consulting Director - Finance as a Service

    Financial Consulting Director - Finance as a Service

    RSMBoston, MA, US
    Full-time
    Director, Finance As A Service Practice (Faas).We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empower...Show moreLast updated: 26 days ago
    • Promoted
    Remote Senior Financial Analyst - AI Trainer

    Remote Senior Financial Analyst - AI Trainer

    Data AnnotationFitchburg, Massachusetts
    Remote
    Full-time +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the q...Show moreLast updated: 27 days ago
    • Promoted
    Remote Finance Director - AI Trainer

    Remote Finance Director - AI Trainer

    Data AnnotationHaverhill, Massachusetts
    Remote
    Full-time +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the q...Show moreLast updated: 27 days ago
    • Promoted
    Remote Financial Planner - AI Trainer

    Remote Financial Planner - AI Trainer

    Data AnnotationWorcester, Massachusetts
    Remote
    Full-time +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the q...Show moreLast updated: 27 days ago
    • Promoted
    Remote Finance Advisor - AI Trainer

    Remote Finance Advisor - AI Trainer

    Data AnnotationLeominster, Massachusetts
    Remote
    Full-time +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the q...Show moreLast updated: 27 days ago
    • Promoted
    Licensed Clinical Social Worker (LCSW / LICSW) - Leominster, MA

    Licensed Clinical Social Worker (LCSW / LICSW) - Leominster, MA

    LifeStance HealthLeominster, MA, US
    Full-time +1
    At LifeStance Health, we believe in a truly healthy society where mental and physical healthcare are unified to make lives better. Our mission is to help people lead healthier, more fulfilling lives...Show moreLast updated: 14 days ago
    • Promoted
    • New!
    Financial Consultant Partner - Chestnut Hill, MA

    Financial Consultant Partner - Chestnut Hill, MA

    Charles SchwabChestnut Hill, MA, United States
    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” a...Show moreLast updated: less than 1 hour ago