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Wealth Consultant Mass Affluent | Client Impact
Job in
Lone Tree, Douglas County, Colorado, 80124, USA
Listed on 2026-06-07
Listing for:
Charles Schwab
Full Time
position Listed on 2026-06-07
Job specializations:
-
Finance & Banking
Financial Consultant -
Sales
Job Description & How to Apply Below
Charles Schwab is seeking a Financial Consultant in Lone Tree, Colorado. This role emphasizes engaging with Mass Affluent clients, providing tailored wealth management recommendations, and harnessing digital tools to drive client satisfaction.
The ideal candidate will possess an active FINRA Series 7 license and demonstrate strong communication, sales, and time management skills. Benefits include a competitive package featuring a 401(k) with company match and significant paid time off.
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