Senior Wealth Advisor & Client Growth Lead

Charles Schwab; Framingham (MA); On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

401(k) with company match and Employee

Stock purchase plan

Paid vacation and volunteering time

Sabbatical after 5 years

Parental leave and family benefits

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab in Framingham seeks a Financial Consultant to help clients own their financial futures through planning, investing, retirement readiness, and education goals. You will guide clients with clarity and empathy, starting with an existing book of Schwab clients and growing your practice.

You’ll begin with comprehensive training via Wealth Management University, followed by mentorship and hands-on development within your branch, collaborating with managers and peers to shape your career

Qualifications

• A valid and active FINRA Series 7 license required.
• Obtaining FINRA Series 66 (63/65) will be required during tenure.
• Life & Health Insurance registration required during tenure.
• CFP certification is a plus; Tuition Reimbursement and CFP Cohort Program available for development.

Responsibilities

• Proactively engage in warm outreach to clients, growing the book of business and strengthening relationships.
• Discuss market conditions and investing principles to help clients plan long‑term wealth.
• Deliver outstanding investor experience while pursuing ongoing professional development in Wealth Management.
• Build strong client relationships through focused communication and trust.
• Leverage Schwab specialists and guidelines to help clients progress toward goals.
• Manage wealth for retirement, education, investments, banking, insurance and estate planning.
• Adapt and implement change as markets and business conditions evolve.

Skills

Business Development

Relationship Building

Investment Strategies

Education

FINRA Series 7 license

CFP Certification (plus)

Job description

Charles Schwab in Framingham seeks a Financial Consultant to help clients own their financial futures through planning, investing, retirement readiness, and education goals. You will guide clients with clarity and empathy, starting with an existing book of Schwab clients and growing your practice.

You’ll begin with comprehensive training via Wealth Management University, followed by mentorship and hands-on development within your branch, collaborating with managers and peers to shape your career