Associate Wealth Advisor - Client Strategy & Growth
Job in
Boston, Suffolk County, Massachusetts, 02298, USA
Listed on 2026-07-04
Listing for:
Charles Schwab Corporation
Full Time
position Listed on 2026-07-04
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
Job Description & How to Apply Below
Charles Schwab Corporation is seeking an Associate Wealth Advisor based in Boston, MA. In this role, you will support Wealth Advisors by managing virtual client relationships and delivering customized financial planning solutions. This position requires proactive engagement and adaptability in a fast-paced environment, offering a pathway to becoming a Wealth Advisor.
The ideal candidate will possess active FINRA Series 7 and 66 licenses, along with strong prioritization and communication skills. A Bachelor's degree or equivalent professional experience is preferred.
Enjoy in-office collaboration and the opportunity for bonus incentives as part of your career advancement.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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