Vice President, Financial Consultant Greater Boston, MA Area

The Company is seeking a Financial Consultant to join their branch team. In this role, you will be a trusted partner, providing holistic financial guidance to clients in the areas of investing, retirement readiness, and education goals. The successful candidate will be responsible for combining planning expertise with a thoughtful approach, serving as a guide through life's financial decisions with clarity and empathy. This position is at the heart of the company's commitment to helping clients own their financial futures, and the ideal candidate will have a strong foundation in relationship-building and communication skills to deepen client connections and create meaningful impacts. Applicants for the Financial Consultant position at the company should have a valid and active FINRA Series 7 license, with the expectation of obtaining or acquiring FINRA Series 66 and Life & Health Insurance during their tenure. A CFP® Certification is a plus, and the company encourages professional development in this area. The role requires a proactive approach to business development, a passion for community engagement, and a desire to provide an outstanding investor experience. Strong candidates will be adept at relationship building, with the ability to manage wealth on behalf of clients and adapt to changing market and business conditions. The company offers a clear path for career advancement, recognition, and leadership, and is dedicated to supporting the professional growth of its employees.

Hiring Company

Charles Schwab