Wealth Advisor: Growth & Financial Planning

Charles Schwab Corporation; Massachusetts; On-site; USD 100,000 - 135,000; Full time

Job summary

Charles Schwab Corporation is seeking a Financial Consultant to blend planning expertise with holistic financial guidance in investing, retirement readiness, and education goals. You’ll start with a book of Schwab clients and cultivate lasting relationships, guided by comprehensive training and a four-level career path in Wealth Management.

You will engage in proactive outreach, collaborate with branch leadership, and continuously develop your skills through hands-on training and mentorship

Qualifications

• Valid and active FINRA Series 7 license required.
• Obtaining FINRA Series 66 (63/65) during tenure on the job.
• Obtaining Life & Health Insurance as it will be required during tenure.
• CFP® Certification is a plus; Tuition Reimbursement and CFP Cohort Program available.

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 strategies with clients to support education and retirement goals.
• Provide outstanding investor experience while pursuing ongoing professional development in Wealth Management.
• Leverage Schwab specialists, advice guidelines, and market knowledge to inspire client action toward goals.

Skills

Business Development

Relationship Building

Investment Strategies and Financial Pl

Education

FINRA Series 7 license

FINRA Series 66 (63/65)

Life & Health Insurance

CFP Certification (plus)

Job description

Charles Schwab Corporation is seeking a Financial Consultant to blend planning expertise with holistic financial guidance in investing, retirement readiness, and education goals. You’ll start with a book of Schwab clients and cultivate lasting relationships, guided by comprehensive training and a four-level career path in Wealth Management.

You will engage in proactive outreach, collaborate with branch leadership, and continuously develop your skills through hands-on training and mentorship