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Wealth Management Partner & Catalyst
Job in
Burlington, Middlesex County, Massachusetts, 01805, USA
Listed on 2025-12-27
Listing for:
Charles Schwab
Full Time
position Listed on 2025-12-27
Job specializations:
-
Finance & Banking
Financial Consultant, Wealth Management
Job Description & How to Apply Below
A leading financial services firm is seeking a Financial Consultant Partner in Burlington, MA. This role involves managing client relationships and supporting affluent wealth management practices. Candidates must hold active Series 7 and Series 66 licenses, with a preference for those having over 3 years of financial services experience. The position offers opportunities for mentorship and professional growth, along with a competitive benefits package.
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