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Financial Consultant

Investment Consultant: Build Clients, Path to Advisor

Job in Boston, Suffolk County, Massachusetts, 02298, USA
Listing for: Charles Schwab Corporation
Full Time position
Listed on 2026-01-29
Job specializations:
  • Finance & Banking
    Financial Consultant
  • Sales
Job Description & How to Apply Below
A leading financial services provider in Boston is seeking an Investment Consultant to join their team. In this role, you will make proactive outbound calls to clients, uncovering needs and positioning suitable products. Candidates should have relevant Series licenses and a passion for building client relationships. This position offers opportunities for learning, mentoring, and career advancement in the financial consulting field.

Bonus and incentive opportunities are also included.
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