Senior Financial Consultant - Wealth
Job in
Burlington, Middlesex County, Massachusetts, 01805, USA
Listed on 2026-03-08
Listing for:
Charles Schwab
Full Time
position Listed on 2026-03-08
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor, Financial Services, Wealth Management
Job Description & How to Apply Below
A financial services company in Burlington, Massachusetts is seeking a Financial Consultant to provide wealth management and financial planning advice. The ideal candidate will hold a valid FINRA Series 7 license and ideally a Series 66 license, demonstrating strong relationship-building skills. The position offers a supportive culture focused on client engagement and professional growth, along with a comprehensive benefits package including 401(k) matching, paid time off, and tuition reimbursement.
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Position Requirements
10+ Years
work experience
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