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Senior Wealth Consultant: Book & Impact
Job in
Boston, Suffolk County, Massachusetts, 02298, USA
Listed on 2026-08-30
Listing for:
Charles Schwab
Full Time
position Listed on 2026-08-30
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
Charles Schwab in Massachusetts is seeking a Financial Consultant to build and nurture client relationships, providing holistic wealth guidance including investing, retirement readiness, and education planning. You will manage a growing book of business and collaborate with branch leaders and specialists to deliver tailored financial solutions.
The role emphasizes proactive outreach, client-centric planning, and a commitment to ongoing professional development within Schwab's Wealth Management
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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