Investment Consultant: Path to Financial Advisory (Hybrid)

Charles Schwab

Boston, MA, United States

Full Time

Expires On: 02/14/2026

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. #J-18808-Ljbffr

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