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Wealth Management Partner: Client & Planning

Job in Cambridge, Middlesex County, Massachusetts, 02140, USA
Listing for: Charles Schwab
Full Time position
Listed on 2026-06-17
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor
Salary/Wage Range or Industry Benchmark: 80000 - 100000 USD Yearly USD 80000.00 100000.00 YEAR
Job Description & How to Apply Below
Position: Wealth Management Partner: Client Growth & Planning

Charles Schwab is seeking a Financial Consultant Partner in Cambridge, Massachusetts. In this role, you will assist Sr. Financial Consultants in managing affluent client relationships and support the growth of their practice.

The ideal candidate should hold a Series 7 and Series 66 license, with strong skills in client relations and financial planning. This role offers competitive benefits including a 401(k) plan, paid parental leave, and health insurance.

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