Wealth Advisor, Schwab Wealth Advisory

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

Position Type: Regular
Your opportunity

At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.

We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location.

As a Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and non-discretionary investment advisory solution, providing clients with a personal relationship, specialized service, and ongoing advice built on Schwab’s approach to investing. You will have a direct impact on the lives of clients, working as a fiduciary within a dedicated Schwab Wealth Advisory team to deliver an exceptional client experience. SWA’s advice philosophy will empower you to use a vast array of products (i.e. stocks, bonds, ETFs, mutual funds, separately managed accounts, option trading), setting you up for success to help clients manage complex portfolios and achieve their goals. You’ll grow within an experienced, collaborative team, while deepening relationships with various partners, including industry leading advisors. If you are looking to develop with a firm that will challenge you to deepen your wealth management expertise, within a role that allows you to help clients while doing what you love, this may be the opportunity for you.

What you have

Required 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

Preferred Qualifications

• CFP or CFA
• Superior relationship management and client retention experience
• Polished interpersonal, communication and presentation skills, attention to detail

In addition to the salary range, this role is also eligible for bonus or incentive opportunities.

What’s in it for you

At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

We offer a competitive that takes care of the whole you — both today and in the future:

• 401(k) with company match and Employee stock purchase plan
• Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
• Paid parental leave and family building benefits
• Tuition reimbursement
• Health, dental, and vision insurance