Wealth Advisor: Strategic Financial Planning & Client
Job in
Lone Tree, Douglas County, Colorado, 80124, USA
Listed on 2026-06-27
Listing for:
Charles Schwab Corporation
Full Time
position Listed on 2026-06-27
Job specializations:
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Finance & Banking
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Sales
Job Description & How to Apply Below
Charles Schwab Corporation is seeking a Wealth Advisor in Lone Tree, Colorado. In this role, you'll manage client relationships, deliver tailored financial planning, and guide clients in making informed investment decisions. The position requires a Bachelor’s degree, and active FINRA Series 7 and Series 66 licenses are essential.
The ideal candidate is relationship-driven, communicates clearly, and effectively prioritizes client needs. This in-office position emphasizes collaboration within the advisory team to help clients achieve their long-term financial goals.
Eligible for bonus or incentive opportunities in addition to salary.
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