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Wealth Advisor | Strategic Planning & Client
Job in
Boston, Suffolk County, Massachusetts, 02298, USA
Listed on 2026-01-02
Listing for:
Charles Schwab
Full Time
position Listed on 2026-01-02
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A leading financial services firm in Boston is seeking a qualified financial advisor. Candidates should have a bachelor's degree and possess active FINRA Series 7 and Series 66 licenses. Ideal applicants will have extensive advisory experience creating customized financial plans and portfolios. The role emphasizes interpersonal skills and client retention. Benefits include competitive pay, a 401(k) with a company match, and flexible work arrangements.
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