Senior Wealth Advisor & Portfolio Strategist
Job in
Lone Tree, Douglas County, Colorado, 80130, USA
Listed on 2026-09-06
Listing for:
Charles Schwab
Full Time
position Listed on 2026-09-06
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
Job Description & How to Apply Below
Charles Schwab in Lone Tree, CO is seeking a Wealth Advisor within Schwab Wealth Advisory to deliver fiduciary, fee-based investment guidance and personalized financial planning for clients.
You will work with a collaborative team to implement comprehensive portfolios using stocks, bonds, ETFs, mutual funds, and other products, shaping long-term relationships with clients and partners. A strong licensing background and advisory experience are required.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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