Wealth Advisor
2 weeks ago
Position Type: Regular Your opportunity At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. As a Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and non-discretionary investment advisory solution, providing clients with a personal relationship, specialized service, and ongoing advice built on Schwab’s approach to investing. You will have a direct impact on the lives of clients, working as a fiduciary within a dedicated Schwab Wealth Advisory team to deliver an exceptional client experience. SWA’s advice philosophy will empower you to use a vast array of products ( i.e. stocks, bonds, ETFs, mutual funds, separately managed accounts, option trading), setting you up for success to help clients manage complex portfolios and achieve their goals. You’ll grow within an experienced, collaborative team, while deepening relationships with various partners, including industry leading advisors. If you are looking to develop with a firm that will challenge you to deepen your wealth management expertise , within a role that allows you to help clients while doing what you love, this may be the opportunity for you. What you have Required Skills: Undergraduate degree required Active FINRA Series 7 license required Active FINRA Series 66 license (or may be obtained within the first 120 days) Three or more years advisory experience Five or more years in the financial services industry working directly with clients Preferred Skills: CFP or CFA preferred Superior relationship management and client retention experience Polished interpersonal, communication and presentation skills, attention to detail In addition to the salary range, this role is also eligible for bonus or incentive opportunities. What’s in it for you At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. We offer a competitive benefits package that takes care of the whole you – both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance
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Wealth Management Advisor
23 hours ago
Littleton, United States Wambolt & Associates Full timeOur Firm Our wealth management firm employs a multi-advisor approach to provide clients with a high level of tax, estate, and investment advisory services all under one roof. We focus on families, small business owners and individuals with complicated fiscal dynamics. We are a growing wealth management firm which is expanding our team this year by adding a...
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Wealth Management Advisor
5 days ago
Littleton, United States Wambolt & Associates Full timeOur FirmOur wealth management firm employs a multi-advisor approach to provide clients with a high level of tax, estate, and investment advisory services all under one roof. We focus on families, small business owners and individuals with complicated fiscal dynamics. We are a growing wealth management firm which is expanding our team this year by adding a...
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Sr. Manager, Wealth Advisor
1 week ago
Littleton, United States Hiring Now! Full timePosition Type: Your opportunityAt Schwab, youre empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us challenge the status quo and transform the finance industry together.As a Senior Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and non-discretionary...
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Wealth Management Planner
6 days ago
Littleton, United States Wambolt & Associates Full timeOur FirmOur wealth management firm employs a multi-advisor approach to provide clients with a high level of tax, estate, and investment advisory services all under one roof. We focus on families, small business owners and individuals with complicated fiscal dynamics. We are a growing wealth management firm which is expanding our team this year by adding a...
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Wealth Management Planner
5 days ago
Littleton, United States Wambolt & Associates Full timeOur FirmOur wealth management firm employs a multi-advisor approach to provide clients with a high level of tax, estate, and investment advisory services all under one roof. We focus on families, small business owners and individuals with complicated fiscal dynamics. We are a growing wealth management firm which is expanding our team this year by adding a...
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Wealth Management Advisor-West Belleview
22 hours ago
Littleton, United States U.S. Bank Full timeAt U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide,...
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Director, Tax Planning Specialist
2 weeks ago
Littleton, United States Charles Schwab Full timeYour opportunity At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. Schwab’s Wealth & Advice Solutions (WAS) organization offers industry-leading wealth management services. The team is responsible for...
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Trader
6 days ago
Littleton, United States Wambolt & Associates Full timeOur FirmOur wealth management firm employs a multi-advisor approach to provide clients with a high level of tax, estate, and investment advisory services all under one roof. We focus on families, small business owners and individuals with complicated fiscal dynamics. We are a growing wealth management firm which is expanding our team this year by adding a...
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Trader
5 days ago
Littleton, United States Wambolt & Associates Full timeOur FirmOur wealth management firm employs a multi-advisor approach to provide clients with a high level of tax, estate, and investment advisory services all under one roof. We focus on families, small business owners and individuals with complicated fiscal dynamics. We are a growing wealth management firm which is expanding our team this year by adding a...
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Wealth Planner
2 weeks ago
Littleton, Colorado, United States Fidelity Investments Full timeJob Description: Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is...
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Wealth Management Consultant
2 weeks ago
Littleton, United States Fidelity Investments Full timeJob Description: Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is...
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Wealth Management Consultant
1 week ago
Littleton, United States CFA Institute Full timeJob Description: Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is...
