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Financial Consultant Partner - Wealth & Mentorship
Job in
Cambridge, Middlesex County, Massachusetts, 02140, USA
Listed on 2026-01-02
Listing for:
Charles Schwab
Full Time
position Listed on 2026-01-02
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A leading financial services firm in Cambridge seeks a Financial Consultant Partner to support Sr. Financial Consultants and manage client relationships in wealth management. The role requires Series 7 and Series 66 licenses, alongside experience in the financial services industry. Employees enjoy a culture of growth with benefits including a 401(k) plan, generous paid time off, and health insurance, all aimed at fostering personal and professional development.
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