Financial Advisor at Charles Schwab, Boston, Massachusetts

Company Overview:
Charles Schwab is a leading banking and finance company headquartered in San Francisco, California. With a strong focus on providing investment services, wealth management, and financial planning solutions, Charles Schwab has been a trusted name in the industry for over four decades. The company is committed to helping individuals achieve their financial goals through innovative strategies and personalized guidance.

Key Responsibilities for Financial Advisor:
- Provide comprehensive financial planning and investment advice to clients based on their goals and risk tolerance
- Develop and maintain client relationships through regular communication and portfolio reviews
- Analyze market trends and investment opportunities to make recommendations to clients
- Execute trades and manage client portfolios in alignment with their financial objectives
- Stay updated on industry regulations and compliance standards to ensure ethical and legal practices
- Collaborate with other financial professionals to deliver holistic financial solutions to clients

Required Qualifications:
- Bachelor's degree in Finance, Economics, Business Administration, or related field
- FINRA Series 7 and 66 licenses, and state-specific insurance licenses
- Minimum of 3 years of experience in financial planning or investment advisory roles
- Strong understanding of investment products, financial markets, and economic indicators
- Excellent communication and interpersonal skills to build trust with clients
- Ability to work independently and prioritize tasks in a fast-paced environment
- Proficiency in financial planning software and tools

Desired Skills:
- Certified Financial Planner (CFP) designation
- Master's degree in Finance or related field
- Experience with high-net-worth clients and complex financial portfolios
- Fluency in additional languages to cater to diverse client needs
- Track record of exceeding sales targets and client retention goals

Compensation & Benefits:
The annual salary range for the Financial Advisor position at Charles Schwab in Boston, Massachusetts is $70,000 to $100,000, depending on experience and qualifications. In addition to competitive pay, Charles Schwab offers a comprehensive benefits package that includes health insurance, retirement plans, paid time off, professional development opportunities, and employee discounts on financial services.

How to Apply:
To apply for the Financial Advisor position at Charles Schwab in Boston, please visit our company website and submit your resume along with a cover letter outlining your relevant experience and qualifications. We thank all applicants for their interest; however, only those selected for an interview will be contacted.