Senior Wealth Advisor & Team Leader — On Site

Charles Schwab; Lone Tree (CO); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

401(k) with company match

Paid parental leave

Health, dental, and vision insurance

Tuition reimbursement

Paid time off for vacation and volunteering

Job summary

Charles Schwab is seeking a Sr. Manager, Wealth Advisor in Lone Tree, Colorado. This role focuses on delivering personalized investment advisory services within a dedicated team, empowering clients to manage complex portfolios effectively.

Ideal candidates will have a CFP® or CFA® designation, a Bachelor’s degree, and experience in advisory roles. The position provides opportunities for professional growth and offers a competitive compensation package with benefits.

Qualifications

• CFP® or CFA® designation required.
• Five years of advisory experience creating financial plans.
• Strong communication and client engagement skills.

Responsibilities

• Lead client advisory services within a dedicated team.
• Mentor junior team members and foster a collaborative environment.
• Deliver exceptional client experiences and enhance wealth management expertise.

Skills

CFP® designation or CFA® designation

Active and valid FINRA Series 7 license

Active and valid FINRA Series 66 license

Five or more years of advisory experience

Client relationship management

Education

Bachelor’s degree

Job description

Charles Schwab is seeking a Sr. Manager, Wealth Advisor in Lone Tree, Colorado. This role focuses on delivering personalized investment advisory services within a dedicated team, empowering clients to manage complex portfolios effectively.

Ideal candidates will have a CFP® or CFA® designation, a Bachelor’s degree, and experience in advisory roles. The position provides opportunities for professional growth and offers a competitive compensation package with benefits.