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Wealth Advisor Mass Affluent Clients

Job in Lone Tree, Douglas County, Colorado, 80124, USA
Listing for: Charles Schwab Corporation
Full Time position
Listed on 2026-07-06
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant, Wealth Management
Salary/Wage Range or Industry Benchmark: 60000 - 85000 USD Yearly USD 60000.00 85000.00 YEAR
Job Description & How to Apply Below
Position: Wealth Advisor for Mass Affluent Clients

Charles Schwab Corporation seeks an experienced Financial Consultant to work on-site in Lone Tree, Colorado. The role emphasizes client engagement, financial advising, and collaboration with internal specialists to achieve clients' financial goals.

The ideal candidate will possess an active FINRA Series 7 license and at least 5 years of financial experience, with preferred qualifications including strong communication skills and time management. The position offers the potential for bonuses based on performance.

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