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Investment Consultant: Path to Financial Advisory; Hybrid
Job in
Boston, Suffolk County, Massachusetts, 02298, USA
Listed on 2026-01-10
Listing for:
Charles Schwab
Full Time
position Listed on 2026-01-10
Job specializations:
-
Finance & Banking
Financial Consultant
Job Description & How to Apply Below
A leading financial services firm in Boston is seeking an Investment Consultant to provide proactive service and build client relationships. Candidates must hold valid Series 7 and Series 66 licenses and actively engage with existing clients to identify financial opportunities. The role includes mentorship from experienced Financial Consultants, with the potential to advance in the finance career path. The firm offers a competitive salary, bonus opportunities, and a strong benefits package including 401(k) matching, paid parental leave, and tuition reimbursement.
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