Financial Consultant Partner - Burlington / Cambridge / Lynnfield, MA
Charles SchwabTOWN OF LYNNFIELD, MA, United States4 hours ago
Job type
- Full-time
Job description3+ 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 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
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.
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.
To learn more about our client offerings visit : Charles Schwab - Investor Services
What you have
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 :
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
What’s in it for you
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 :
Create a job alert for this search
Financial Consultant • TOWN OF LYNNFIELD, MA, United States
Related jobs
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 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 togeth...Show moreLast updated: 30+ days ago 
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: 30+ days ago
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 indus...Show moreLast updated: 1 day ago
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 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 
Financial Planner Job Duties : Provide financial planning and investment advisory services.Res...Show moreLast updated: 30+ days ago In addition to the salary range, this role is also eligible for bonus or incentive opportunities.Investment Professionals' Compensation | Charles Schwab.
At Schwab, you're empowered to make an impac...Show moreLast updated: 8 days ago 
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: 25 days ago 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: 30+ days ago 
Your work days are brighter here.At Workday, it all began with a conversation over breakfast.When our founders met at a sunny California diner, they came up with an idea to revolutionize the enterp...Show moreLast updated: 12 hours ago
Subject Matter Expert (SME) In Financial Consolidation.At Board, we power financial and operational planning solutions for the world's best brands.
Thousands of enterprises use our technology to opt...Show moreLast updated: 30+ days ago
Everett, MA; hybrid 20 / 20 Onsite is a leading healthcare services company, focused on mobile and on-site delivery of eye care.
Since 2014, our Mobile Vision Clinics have provided eye care to over 75...Show moreLast updated: 18 days ago
Alpha Hire is proud to partner with one of the fastest-growing commercial and industrial HVAC & mechanical contracting / service providers in the U.
M and a strong trajectory toward surpassing $10...Show moreLast updated: 30+ days ago Your work days are brighter here.At Workday, it all began with a conversation over breakfast.When our founders met at a sunny California diner, they came up with an idea to revolutionize the enterp...Show moreLast updated: 12 hours ago 
Join Voya Wealth Management In Boston Shape The Future Of Wealth Advisory.Are you a forward-thinking financial advisor ready to make your mark in a dynamic, growth-focused environment? Voya Financ...Show moreLast updated: 30+ days ago
At Board, we power financial and operational planning solutions for the world’s best brands.Thousands of enterprises use our technology to optimize resources, drive growth, and ensure profita...Show moreLast updated: 30+ days ago 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 togeth...Show moreLast updated: 1 day ago
- Promoted
Financial Consultant
EmpowerLynn, MA, USFull-time
- Promoted
Investment Consultant - Chestnut Hill, MA
Charles SchwabCHESTNUT HILL, MA, United StatesFull-time
- Promoted
Pediatric Integrated Behavioral Health Clinician (LICSW / Psychologist) - Greenbush, MA
LifeStance HealthGreenbush, MA, USFull-time +1
- Promoted
VP, Financial Consultant - Boston, MA
Charles SchwabBoston, MA, USFull-time
- Promoted
VP, Financial Consultant - Cambridge, MA
Charles SchwabCambridge, MA, United StatesFull-time
- Promoted
Financial Consultant (Remote Eligible)
EmpowerLynn, MA, USRemote
Full-time
- Promoted
Financial Planner
TradeJobsWorkForce02458 Newton, MA, USFull-time
- Promoted
VP, Financial Consultant - Lynnfield, MA
Charles SchwabTOWN OF LYNNFIELD, MA, United StatesFull-time
- Promoted
Financial Consulting Director - Finance as a Service
RSMBoston, MA, USFull-time
- Promoted
Clinical Psychologist - Greenbush, MA
LifeStance HealthGreenbush, MA, USFull-time
- Promoted
- New!
Senior Technical Consultant - Financials
WorkdayBoston, MA, United StatesFull-time
- Promoted
Financial Consolidation Lead
BoardBoston, MA, USFull-time
Financial Controller
2020 On-siteEverett, MA, USFull-time
Quick Apply
Financial Controller (Industrial)
Satori DigitalBoston, MA, USFull-time
Quick Apply
- Promoted
- New!
Senior Financial Integration Consultant
WorkdayBoston, MA, United StatesFull-time
- Promoted
Financial Planning Consultant, Wealth Management
Voya FinancialBoston, MA, USPart-time
- Promoted
Financial Consolidation Lead
Board InternationalBoston, MA, USFull-time
- Promoted
Financial Consultant Partner - Burlington, MA
Charles SchwabTOWN OF BURLINGTON, MA, United StatesFull-time