Senior Wealth Advisor & Portfolio Strategist

Charles Schwab; Lone Tree (CO); On-site; USD 100,000 - 140,000; Full time

Benefits offered by this job

401(k) with company match

Employee stock purchase plan

Paid vacation time and volunteering

Sabbatical after 5 years of service

Parental leave

Tuition reimbursement

Health insurance

Dental insurance

Vision insurance

Job summary

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.

Qualifications

• Bachelor’s degree is required.
• Active FINRA Series 7 license required.
• Active FINRA Series 66 license required.
• Three or more years advisory experience.
• Five or more years in financial services with client interaction.

Responsibilities

• Provide fiduciary financial advice and planning for clients.
• Develop and customize financial plans and portfolios.
• Maintain strong client relationships and in-person service.
• Collaborate with Schwab Wealth Advisory team to deliver comprehensive guidance.

Skills

FINRA Series 7 License

FINRA Series 66 License

Advisory experience

Client relationship management

Financial planning

Education

Bachelor's degree

Job description

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.