Wealth Advisor & Client Growth Partner

Charles Schwab; Newton (MA); On-site; USD 68,000 - 103,000; Full time

Benefits offered by this job

401(k) with company match

Employee stock purchase plan

Paid vacation time

Parental leave and family benefits

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab in Newton, MA is seeking a Financial Consultant to combine planning expertise with holistic financial guidance, including investing, retirement readiness, and education goals.

You will start with a book of existing Schwab clients, building lasting relationships and growing your practice through strong communication and service.

Schwab provides Wealth Management University training, mentorship, competitive compensation with an incentive plan, and clear advancement paths.

Qualifications

• FINRA Series 7 license must be valid and active.
• FINRA Series 66 (63/65) may be required during tenure.
• Life & Health Insurance must be obtained during tenure.
• CFP Certification is a plus; Tuition Reimbursement and CFP Cohort available.

Responsibilities

• Proactively engage in warm outreach to existing and prospective clients; maintain active sales activity to grow the book of business.
• Build and deepen client relationships through clear communication and solid financial planning guidance.
• Adapt to market changes and work with Schwab specialists to meet clients' goals in retirement, education, and wealth management.

Skills

Business Development

Relationship Building

Investment Strategies

Education

FINRA Series 7 license

FINRA Series 66 (63/65)

Life & Health Insurance

CFP Certification (plus)

Job description

Charles Schwab in Newton, MA is seeking a Financial Consultant to combine planning expertise with holistic financial guidance, including investing, retirement readiness, and education goals.

You will start with a book of existing Schwab clients, building lasting relationships and growing your practice through strong communication and service.

Schwab provides Wealth Management University training, mentorship, competitive compensation with an incentive plan, and clear advancement paths.