Wealth Management Associate: Financial Consultant Partner

Charles Schwab; Cambridge (MA); On-site; USD 80,000 - 110,000; Full time

Benefits offered by this job

401(k) with company match

Paid time off

Dental, health, and vision insurance

Tuition reimbursement

Employee stock purchase plan

Job summary

Charles Schwab is seeking a Financial Consultant Partner to work closely with Senior Financial Consultants and their practice clients. You will deepen client relationships, uncover development opportunities, and learn from mentors while supporting growth in a high-touch wealth management environment.

Role requires active Series 7 and Series 66 licenses, with potential Notary capability. You will help deliver financial plans, manage client expectations, and contribute to cross-enterprise

Qualifications

• Must hold active Series 7 license.
• Must hold active Series 66 license (63/65).
• Preferred: Notary capability and strong communication.

Responsibilities

• Deepen new and existing client relationships within the affluent practice.
• Identify and pursue business development opportunities.
• Support growth and management of the wealth management practice with exceptional service.

Skills

Series 7 license

Series 66 license

Notary

Tools

CRM system

Job description

Charles Schwab is seeking a Financial Consultant Partner to work closely with Senior Financial Consultants and their practice clients. You will deepen client relationships, uncover development opportunities, and learn from mentors while supporting growth in a high-touch wealth management environment.

Role requires active Series 7 and Series 66 licenses, with potential Notary capability. You will help deliver financial plans, manage client expectations, and contribute to cross-enterprise