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Financial Consultant Partner - Wealth & Mentorship
Job in
Lynnfield, Essex County, Massachusetts, 01940, 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 based in Lynnfield seeks a Financial Consultant Partner. You will support senior consultants in managing client relationships and uncovering business development opportunities. This role requires active Series 7 and Series 66 licenses, along with strong communication skills and a passion for wealth management. Competitive compensation including bonuses and perks like tuition reimbursement and comprehensive insurance are provided.
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