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Charles Schwab

Wealth Advisor Manager – Onsite Client Strategy

Charles Schwab, Littleton, Colorado, United States, 80130

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A leading investment firm in Lone Tree, Colorado is seeking a Wealth Advisor to join their wealth management team. This role focuses on providing clients with specialized service and ongoing financial advice while working as part of a dedicated advisory team. Successful candidates will possess a bachelor's degree, have active FINRA Series 7 and 66 licenses, and three or more years of advisory experience. The firm offers a supportive culture, competitive salary, and a comprehensive benefits package including 401(k) and health insurance. #J-18808-Ljbffr