CS
Posted 3 days ago
Wealth Management Advisor
Charles Schwab
Denver, CO$90,000 - $150,000Full-timeWealth Management
About This Role
Provide comprehensive financial planning and investment advice to high-net-worth clients. Build lasting relationships while helping clients achieve their financial goals through personalized wealth strategies.
Requirements
- 3+ years in financial advisory or wealth management
- Series 7 and Series 66 licenses required
- CFP designation preferred
- Proven ability to build and maintain client relationships
- Strong knowledge of investment products, tax planning, and estate planning
Benefits
- Base salary plus performance-based incentives
- Full benefits including 401(k) with employer match
- Ongoing training and professional development
- Employee stock purchase plan
$90,000 - $150,000
Full-time · Denver, CO
Company
Charles Schwab
Category
Wealth Management
Posted
3 days ago
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