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Fiduciary Wealth Advisor - Client Planning

Job in Lone Tree, Douglas County, Colorado, 80124, USA
Listing for: Stryker Corporation
Full Time position
Listed on 2026-01-27
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor, Wealth Management
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
Position: Fiduciary Wealth Advisor - Client Planning & Growth
A leading financial services firm in Colorado is seeking an experienced Wealth Advisor to join their Schwab Wealth Advisory team. This role involves creating customized financial plans and managing client portfolios in a collaborative environment. The ideal candidate should have a Bachelor's degree, along with the Series 7 and Series 66 licenses, and a minimum of three years of advisory experience.

The firm provides a range of competitive benefits to support employees' professional growth and work-life balance.
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