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Senior Wealth Advisor Manager — Fiduciary & Mentorship
Job in
Lone Tree, Douglas County, Colorado, 80124, USA
Listed on 2026-01-02
Listing for:
Charles Schwab
Full Time
position Listed on 2026-01-02
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
A leading financial services firm in Lone Tree, Colorado, is seeking a Sr. Manager, Wealth Advisor to deliver exceptional client experiences. The role involves using a wide range of investment products to help clients manage their portfolios and deepening relationships while mentoring junior team members. Required qualifications include a CFP® or CFA® designation, a Bachelor’s degree, and five or more years of advisory experience.
The position offers a supportive culture and comprehensive benefits, including 401(k) matching and paid parental leave.
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Position Requirements
10+ Years
work experience
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