Talent.com
VP, Financial Consultant - Cambridge, MA
VP, Financial Consultant - Cambridge, MACharles Schwab • CAMBRIDGE, MA, US
VP, Financial Consultant - Cambridge, MA

VP, Financial Consultant - Cambridge, MA

Charles Schwab • CAMBRIDGE, MA, US
[job_card.30_days_ago]
[job_preview.job_type]
  • [job_card.full_time]
[job_card.job_description]

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

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.

    • 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, 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
    • [job_alerts.create_a_job]

    Financial Consultant • CAMBRIDGE, MA, US

    [internal_linking.related_jobs]
    VP, Financial Consultant - Boston, MA

    VP, Financial Consultant - Boston, MA

    Boston Staffing • Boston, MA, US
    [job_card.full_time]
    Financial Consultant Opportunity.In addition to the salary range, this role is also eligible for bonus or incentive opportunities. Investment Professionals' Compensation at Schwab empowers you to ma...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Financial Analyst II

    Financial Analyst II

    Watts Water Technologies • North Andover, MA, United States
    [job_card.permanent]
    Together, we're reimagining the future of water.We feel proud every day about what we do.We're all part of the same crucial mission, no matter what function we support it's to provide safe, clea...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    VP, Senior Counsel – Financial Services & 1940 Act

    VP, Senior Counsel – Financial Services & 1940 Act

    State Street • Boston, Massachusetts, United States
    [job_card.full_time]
    A leading financial services firm is looking for a Vice President and Senior Counsel in Boston.This role requires over 10 years of experience in the financial services industry and expertise in leg...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Remote Writing Consultant

    Remote Writing Consultant

    Outlier • Brockton, MA, United States
    [filters.remote]
    [job_card.full_time]
    Earn up to $15 / hour + performance bonuses.Outlier, a platform owned and operated by Scale AI, is looking for.If you're passionate about improving models and excited by the future of AI, this is you...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Non-Invasive Cardiologist

    Non-Invasive Cardiologist

    HealthEcareers - Client • Brockton, MA, USA
    [job_card.full_time]
    Join a well-established Cardiology practice just 25 miles south of Boston.We are looking for a full time BC / BE non-Invasive Cardiologist with an interest in heart failure.The practice includes 1 in...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Sr Financial Analyst - FP&A Systems

    Sr Financial Analyst - FP&A Systems

    EBSCO Information Services • Ipswich, MA, United States
    [job_card.full_time]
    EBSCO Information Services (EBSCO) delivers a fully optimized research experience, seamlessly integrated with a powerful discovery platform to support the information needs and maximize the researc...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Director of Endocrinology

    Director of Endocrinology

    Signature Healthcare • Brockton, MA, United States
    [job_card.full_time]
    Come join our team at Signature Healthcare! This is a great opportunity for a BC Endocrinologist that thrives on providing excellent patient care and has an interest in clinical leadership.Our team...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    VP, Financial Consultant - Cambridge, MA

    VP, Financial Consultant - Cambridge, MA

    Charles Schwab • Cambridge, Massachusetts, United States
    [job_card.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 At S...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Associate Vice President & University Controller, Financial Operations

    Associate Vice President & University Controller, Financial Operations

    InsideHigherEd • Boston, Massachusetts, United States
    [job_card.full_time]
    Associate Vice President & University Controller, Financial Operations.Associate Vice President & University Controller, Financial Operations. The salary of the finalist selected for this role will ...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Remote Financial Controller - AI Trainer ($150 per hour)

    Remote Financial Controller - AI Trainer ($150 per hour)

    Mercor • Brockton, Massachusetts, US
    [filters.remote]
    [job_card.full_time]
    UK / Canada / Europe / Singapore / Dubai / Australia-based • •Investment Banking or Private Equity Experts • • for a research project with a leading foundational model AI lab. You are a good fit if you : - Have •...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Sr Financial Analyst - FP&A Systems

    Sr Financial Analyst - FP&A Systems

    EBSCO • Ipswich, MA, United States
    [job_card.full_time]
    EBSCO Information Services (EBSCO) delivers a fully optimized research experience, seamlessly integrated with a powerful discovery platform to support the information needs and maximize the researc...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    VP, CFO Advisory - Transformational Finance Leader

    VP, CFO Advisory - Transformational Finance Leader

    Stout • Boston, Massachusetts, United States
    [job_card.full_time]
    A leading professional services firm located in Boston is seeking a Vice President in CFO Advisory.This strategic role involves overseeing high-impact projects related to finance transformation whi...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Remote Finance Director - AI Trainer ($50-$60 / hour)

    Remote Finance Director - AI Trainer ($50-$60 / hour)

    Data Annotation • Taunton, Massachusetts
    [filters.remote]
    [job_card.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 quality of ...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Inventory Accountant & Analyst

    Inventory Accountant & Analyst

    88 acres food inc • Canton, MA, US
    [job_card.full_time]
    INVENTORY & FINANCIAL ANALYST .Inventory and Financial Analyst ...[show_more]
    [last_updated.last_updated_variable_hours] • [promoted] • [new]
    Financial Solutions Advisor - Northern MA Market

    Financial Solutions Advisor - Northern MA Market

    Bank of America • Reading, MA, United States
    [job_card.full_time]
    Financial Solutions Advisor - Northern MA Market.Bedford, Massachusetts;Woburn, Massachusetts; Peabody, Massachusetts; Burlington, Massachusetts. Saugus, Massachusetts; Chelmsford, Massachusetts; B...[show_more]
    [last_updated.last_updated_1_day] • [promoted]
    Vice President of Financial Planning and Analysis

    Vice President of Financial Planning and Analysis

    Alnylam Pharmaceuticals • Cambridge, MA, United States
    [job_card.full_time]
    We're looking for a strategic and experienced.This role will partner with R&D and TOQ leadership to drive financial strategy, planning, and analysis for our pipeline of innovative therapies.The ide...[show_more]
    [last_updated.last_updated_30] • [promoted]
    VP, Practice Management Consultant

    VP, Practice Management Consultant

    LPL Financial • Boston, MA, US
    [job_card.full_time]
    Vice President Of Practice Management Consulting.At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence.We are seeking ...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Travel Licensed Clinical Social Worker (LCSW) - $2,500 per week in Lawrence, MA

    Travel Licensed Clinical Social Worker (LCSW) - $2,500 per week in Lawrence, MA

    AlliedTravelCareers • Lawrence, MA, US
    [job_card.full_time]
    AlliedTravelCareers is working with Windsor Healthcare Recruitment Group, Inc.Licensed Clinical Social Worker in Lawrence, Massachusetts, 01841!. If local, under 50 miles from facility, local BR wil...[show_more]
    [last_updated.last_updated_30] • [promoted]