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Wealth Advisory Support Specialist - Client-Focused
Job in
Lone Tree, Douglas County, Colorado, 80124, USA
Listed on 2026-01-30
Listing for:
Charles Schwab Corporation
Full Time
position Listed on 2026-01-30
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A prominent financial services firm in Lone Tree, Colorado, is seeking a Sr. Specialist, Service Associate to support Schwab Wealth Advisory clients. This role emphasizes innovative thinking and exceptional service on a client-facing inbound phone team. Candidates must possess an undergraduate degree, hold active FINRA Series 7 and 66 licenses, and have a minimum of 2 years of relevant experience.
The ideal candidate will thrive in a collaborative environment and prioritize client relationships, offering expertise in financial planning and portfolio management. Opportunities for career growth are available.
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