Financial Consultant Partner - Burlington/Cambridge/Lynnfield, MACharles Schwab • TOWN OF LYNNFIELD, MA, United States
Financial Consultant Partner - Burlington / Cambridge / Lynnfield, MA
Charles Schwab • TOWN OF LYNNFIELD, MA, United States
[job_card.30_days_ago]
[job_preview.job_type]
- [job_card.full_time]
[job_card.job_description]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 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 :
[job_alerts.create_a_job]
Financial Consultant • TOWN OF LYNNFIELD, MA, United States
[internal_linking.similar_jobs]
Aras is a leader in product lifecycle management (PLM) and digital thread solutions.As one of the fastest growing PLM companies, our technology enables the rapid delivery of flexible solutions buil...[show_more]
Connecticut and Massachusetts since 1987.We're known for reliability, integrity, and community-focused service across New England.
If you're looking to grow your career in a high-performance...[show_more]
A positive and collaborative work environment.Short and Long Term Disability.Power Your Sales Career with Generator Supercenter.
North Americas #1 Generac dealer.We specialize in backup power techno...[show_more]
Automotive Sales & Leasing Consultant.Village Automotive Group consists of several award-winning stores spanning Greater Boston, representing brands such as.
Audi, Porsche, Volvo, Polestar, Koen...[show_more]
We are a family owned dealership with over 100 years in the business.We pride ourselves on trust, community, and long term relationships.
Our team takes pride in creating a welcoming environment whe...[show_more]
FINANCIAL AID COUNSELOR, Enrollment, Financial Assistance.FINANCIAL AID COUNSELOR, Enrollment, Financial Assistance.The salary of the finalist selected for this role will be set based on a variety ...[show_more]
Were seeking a high-performing Investor Relations Associate with a track record of raising capital from retail investors through direct response marketing funnels (e.
YouTube pre-roll, native ads, w...[show_more]
Bridgewell delivers support through community housing, day programs, outpatient treatment, recovery services, education, and employment training.
We're committed to helping people in need, from ...[show_more]
Licensed Clinical Social Worker (LCSW)Position Summary : .MFM Health is seeking a compassionate, proactive, and resourceful Social Worker to join our integrated Primary Care team.In this role, you wi...[show_more]
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...[show_more]
Synergy Medical Staffing is seeking a travel Physical Therapist for a travel job in Hampton, New Hampshire.Job Description & Requirements.
Location : Hampton, New Hampshire.Shift : 5x8 Days, 08 : 00...[show_more]
Start your career in Sales! We are looking for high-energy, reliable individuals that are not afraid to talk to people and let their personality shine through.
You will have the ability to write you...[show_more]
Northeast Family Services is seeking Clinicians to join our growing team in Massachusetts! Are you interested in working for a dynamic agency with generous compensation and premier benefits? Northe...[show_more]
Salary range from $75,000 to $120,00 per year).Become the mental health counselor you aimed to be and dedicate yourself to meaningful work with the patients you treat.
Join MTC Care as a social work...[show_more]
We are Semrush, a global Tech company developing our own product - a platform for digital marketers.Are you ready to be a part of it? This is your chance! We're hiring for Financial Analyst (GTM Bu...[show_more]
Financial Controller - Precision Machining Solutions - Base Salary to 150k / year - Boston, MA.Our client offers Global Manufacturing Solutions : Precision Machining, Sheet Metal Fabrication, Painting...[show_more]
Regional Director Andrew Grande, Managing Director Rich Marooney, and Regional Director Jennifer Craig Join Our Growing Team in Massachusetts!.
Regional Director Andrew Grande, Managing Director Ric...[show_more]
Uniti Med is seeking a travel Physical Therapist for a travel job in Hampton, New Hampshire.Job Description & Requirements.
Cigna medical, MetLife dental and vision insurance .License reimb...[show_more]
Partner Sales Representative
Aras Corporation • Andover, MA, US
[job_card.full_time]
[last_updated.last_updated_variable_days] • [promoted]
Outside Sales Consultant
JP Carroll Roofing • Danvers, MA, US
[job_card.full_time]
[last_updated.last_updated_variable_days] • [promoted]
In Home Consultation Representative - Sales Representative
Generator Supercenter of New Hampshire & Maine • Stratham, NH, US
[job_card.full_time]
[last_updated.last_updated_30] • [promoted]
Automotive Sales & Leasing Consultant
Village Automotive Group • Danvers, MA, US
[job_card.full_time]
[last_updated.last_updated_30] • [promoted]
Automotive Sales Consultant
North Reading Subaru • North Reading, MA, US
[job_card.full_time]
[last_updated.last_updated_variable_days] • [promoted]
FINANCIAL AID COUNSELOR, Enrollment, Financial Assistance
InsideHigherEd • Boston, Massachusetts, United States
[job_card.full_time]
[last_updated.last_updated_variable_days] • [promoted]
Investor Relations Associate - Direct Retail Fundraising
Scale IR • Lawrence, MA, US
[job_card.full_time]
[last_updated.last_updated_30] • [promoted]
Clinician
Bridgewell • Danvers, MA, US
[job_card.full_time]
[last_updated.last_updated_30] • [promoted]
Licensed Clinical Social Worker (LCSW)
MFM Health • Danvers, MA, US
[job_card.full_time]
[last_updated.last_updated_30] • [promoted]
Financial Consultant Partner - Burlington / Cambridge / Lynnfield, MA
Charles Schwab • Lynnfield, MA, United States
[job_card.full_time]
[last_updated.last_updated_30] • [promoted]
Travel Physical Therapist
Synergy Medical Staffing • Hampton, NH, US
[job_card.permanent]
[last_updated.last_updated_30] • [promoted]
Sales Representative
Verizon Authorized Retailer - Wireless Zone • Stratham, NH, US
[job_card.full_time]
[last_updated.last_updated_30] • [promoted]
FFS- Bilingual -IHBS Therapist
Northeast Family Services • Andover, MA, US
[job_card.full_time]
[last_updated.last_updated_30] • [promoted]
Licensed Mental Health Counselor
MTC Care • Fremont, NH, US
[job_card.full_time]
[last_updated.last_updated_30] • [promoted]
Financial Analyst (GTM Business Partnership Team)
Semrush Inc • Boston, MA, United States
[job_card.full_time]
[last_updated.last_updated_variable_hours] • [promoted] • [new]
Financial Controller - Precision Machining Solutions - Base Salary to 150k / year - Boston, MA
AllSearch Professional Staffing • Boston, MA, US
[job_card.full_time]
[last_updated.last_updated_variable_days] • [promoted]
Financial Planner with Support
New England Financial - Prudential Advisors • Newburyport, MA, US
[job_card.full_time]
[last_updated.last_updated_30] • [promoted]
Travel Physical Therapist
Uniti Med • Hampton, NH, US
[job_card.full_time]
[last_updated.last_updated_30] • [promoted]