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Wealth Management Financial Consultant

Wealth Advisor Manager – Onsite Client Strategy

Job in Lone Tree, Douglas County, Colorado, 80124, USA
Listing for: Charles Schwab
Full Time position
Listed on 2026-01-02
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Consultant
Job Description & How to Apply Below
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.
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