Logo
Charles Schwab

Associate Wealth Advisor - Mentored Path to Wealth Advisory

Charles Schwab, Littleton, Colorado, United States, 80130

Save Job

A leading finance company in Lone Tree, Colorado, seeks an Associate Wealth Advisor. In this role, you will support Wealth Advisors by managing and enhancing virtual client relationships. Key responsibilities include providing personalized financial planning and addressing complex client service challenges. Ideal candidates should have an active FINRA Series 7 and Series 66, along with 1-3 years of financial services experience. The company promotes a collaborative culture, with various employee benefits for personal and professional growth. #J-18808-Ljbffr