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Investment Consultant: Launch Financial Advisory Career

Job in Lone Tree, Douglas County, Colorado, 80124, USA
Listing for: Charles Schwab
Full Time position
Listed on 2026-05-26
Job specializations:
  • Finance & Banking
    Financial Consultant
Salary/Wage Range or Industry Benchmark: 50000 - 70000 USD Yearly USD 50000.00 70000.00 YEAR
Job Description & How to Apply Below
Position: Investment Consultant: Launch Your Financial Advisory Career

Charles Schwab in Lone Tree, Colorado, is seeking an Investment Consultant to join our Branch Network. This role offers a unique opportunity to learn and grow in the financial services industry, taking the first step toward becoming a Financial Consultant. Responsibilities include proactive client engagement and collaboration with experienced FCs to provide excellent service.

The ideal candidate will possess licenses in Series 7 and Series 66, along with effective business development and client relationship skills. We foster a culture of continuous learning, offering a competitive benefits package.

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