Wealth Advisor: Fiduciary Guidance for Complex Portfolios

Charles Schwab; Boston (MA); On-site; USD 120,000 - 150,000; Full time

Benefits offered by this job

401(k) match

Stock purchase plan

Paid vacation

Volunteer time

Sabbatical after 5 years

Parental leave

Tuition reimbursement

Health insurance

Dental insurance

Vision insurance

Job summary

Charles Schwab is seeking a Wealth Advisor to join Schwab Wealth Advisory in Boston. You will deliver personalized, fee-based, non-discretionary investment guidance and ongoing advice, acting as a fiduciary to help clients reach their goals with a broad range of products.

You will work on-site in Boston with a collaborative team, building relationships with clients and partners while maintaining high professional standards and regulatory compliance.

Qualifications

• Bachelor’s degree
• Active FINRA Series 7 license (May be obtained with a 120-day condition of employment for certified and current CFP® designation or CFA® designation holders, verified before hire)
• Active FINRA Series 66 license (May be obtained within the first 120 days)
• Three or more years advisory experience, including creating and customizing financial plans and portfolios for clients
• Five or more years in the financial services industry working directly with clients

Responsibilities

• Provide clients with a personal relationship and ongoing advice as a fiduciary within Schwab Wealth Advisory
• Deliver tailored investment guidance using a broad range of products to manage complex portfolios
• Collaborate with Schwab partners and advisors to enhance client outcomes
• Maintain high standards of professionalism and regulatory compliance

Skills

FINRA Series 7

FINRA Series 66

Advisory experience

Client relationship management

Financial planning

Portfolio construction

Education

Bachelor’s degree

Job description

Charles Schwab is seeking a Wealth Advisor to join Schwab Wealth Advisory in Boston. You will deliver personalized, fee-based, non-discretionary investment guidance and ongoing advice, acting as a fiduciary to help clients reach their goals with a broad range of products.

You will work on-site in Boston with a collaborative team, building relationships with clients and partners while maintaining high professional standards and regulatory compliance.