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Financial Consultant

Hybrid Financial Advisor - Lead Planning & Client Impact

Job in Boston, Suffolk County, Massachusetts, 02298, USA
Listing for: Independent Educational Consultants Association
Full Time position
Listed on 2026-02-18
Job specializations:
  • Finance & Banking
    Financial Consultant
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A wealth management firm in Chicago is seeking a motivated lead/associate advisor to work directly with clients and support broader planning efforts. Ideal candidates should have a degree in Financial Planning or related field, 5+ years of client-facing experience, and relevant certifications. This hybrid position offers base salary plus variable pay, flexible work arrangements, and significant growth potential toward client-facing roles and partnership opportunities.
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