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Wealth Advisor & Client Partner

Job in Newton, Middlesex County, Massachusetts, 02165, USA
Listing for: Charles Schwab
Full Time position
Listed on 2026-11-05
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
Salary/Wage Range or Industry Benchmark: 68000 - 103000 USD Yearly USD 68000.00 103000.00 YEAR
Job Description & How to Apply Below
Position: Wealth Advisor & Client Growth Partner

Charles Schwab in Newton, MA is seeking a Financial Consultant to combine planning expertise with holistic financial guidance, including investing, retirement readiness, and education goals.

You will start with a book of existing Schwab clients, building lasting relationships and growing your practice through strong communication and service.

Schwab provides Wealth Management University training, mentorship, competitive compensation with an incentive plan, and clear advancement paths.

This role, Wealth Advisor & Client Growth Partner at Charles Schwab, could be your next career step.

This role, Wealth Advisor & Client Growth Partner at Charles Schwab, could be your next opportunity.

Are you ready to take on the Wealth Advisor & Client Growth Partner role at Charles Schwab?

We would love to welcome a new Wealth Advisor & Client Growth Partner to our team in Newton, MA, United States.

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