Wealth Advisor & Financial Planning Pro

Charles Schwab; Massachusetts; On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

401(k) with company match

Employee stock purchase plan

Paid time for vacation, volunteering,

Sabbatical after 5 years

Parental leave and family benefits

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab seeks a Financial Consultant to blend planning expertise with holistic financial guidance, including investing, retirement readiness, and education goals. You’ll start with a built book of Schwab clients and grow your practice through relationship development and thoughtful client service.

The role emphasizes ongoing training, mentorship, and a clear four-level career path with competitive compensation and growth opportunities within Wealth Management.

Qualifications

• Valid and active FINRA Series 7 license required.
• Obtaining or acquiring FINRA Series 66 (63/65) as it will be required during tenure on the job.
• Obtaining or acquiring Life & Health Insurance as it will be required during tenure on the job.
• CFP Certification is a plus. (If you have not obtained the CFP designation yet, we encourage your professional development with Tuition Reimbursement and our internal CFP Cohort Program)

Responsibilities

• Proactively engage in warm outreach to existing and prospective clients, maintaining consistent sales activity to grow the book of business and strengthen client relationships.
• Discuss market conditions, investing principles, and long‑term wealth strategies with clients to help meet their education and retirement goals.
• Collaborate with Schwab specialists and adhere to advice guidelines while inspiring client action toward goals.

Skills

Business Development

Relationship Building

Investment Strategies and Financial.0

Education

FINRA Series 7 license

FINRA Series 66 (63/65)

Life & Health Insurance license

CFP Certification (plus)

Job description

Charles Schwab seeks a Financial Consultant to blend planning expertise with holistic financial guidance, including investing, retirement readiness, and education goals. You’ll start with a built book of Schwab clients and grow your practice through relationship development and thoughtful client service.

The role emphasizes ongoing training, mentorship, and a clear four-level career path with competitive compensation and growth opportunities within Wealth Management.