Charles Schwab · 7 hours ago
Licensed Financial Consultant
Nashua, NH
Full-time
Onsite
Mid LevelCharles Schwab is a leading investment services firm dedicated to improving the investing experience for its clients. The Licensed Financial Consultant will collaborate with clients to develop personalized financial strategies and provide expert guidance on financial planning, investment management, and retirement planning.
Financial Services
Hiring Manager
Mark Levesque, CFP
Responsibilities
Analyzing financial information
Recommending tailored investment solutions
Educating clients on available options
Ensuring financial goals align with client objectives
Delivering exceptional service
Cultivating long-term client relationships
Qualification
Required
Strong expertise in Financial Planning and Retirement Planning, including the ability to design and recommend tailored strategies
Demonstrated proficiency in Investments and Finance with solid knowledge of investment products and market trends
Excellent Analytical Skills, with an aptitude for interpreting financial data and making effective recommendations
Exceptional communication and interpersonal skills to establish trust and build lasting client relationships
Proven time management skills and the ability to work in a team-oriented, client-driven environment
Preferred
Relevant certifications, such as FINRA Series 7 and 63/66 licenses, or CFP® certification
Bachelor's degree in Business, Finance, Economics, or related field
Company
Charles Schwab
We have plans for every turn you take.
Founded in 1973
10001+ employees
H1B Sponsorship
Charles Schwab has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (579)
2024 (468)
2023 (455)
2022 (705)
2021 (483)
2020 (282)
Funding
Current Stage
Late StageLeadership Team
J
Jim McGreevy
Senior Project Manager
Recent News
2025-10-04
Morningstar.com
2025-09-28
Company data provided by crunchbase