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Service Team Lead: Elevate Advisor ; Hybrid
Job in
Lone Tree, Douglas County, Colorado, 80124, USA
Listed on 2026-01-12
Listing for:
Charles Schwab
Full Time
position Listed on 2026-01-12
Job specializations:
-
Finance & Banking
Wealth Management -
Management
Wealth Management
Job Description & How to Apply Below
A financial services firm is seeking a Service Team Lead in Lone Tree, Colorado. You will manage a team of financial service professionals, providing exceptional service to advisors and clients. This position requires the Series 7 and 63 licenses, along with a minimum of three years in the financial services industry. Key responsibilities include mentoring team members, managing service levels, and promoting a client-centric culture.
A competitive benefits package and hybrid work options are included.
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