Financial PlannerCharles Schwab: Financial Planner - Lone Tree, CO. Read more ... » Job Description

Fee-only financial planning firm seeking a local advisor who is passionate about offering objective financial advice to all households.

Ideal for:

  • Seasoned planners entering into retirement
  • New advisors
  • Advisors looking to make the switch to fee-only
  • Established independent advisors
  • CPA’s looking to diversify their business
  • Stay-at-home parents with financial planning experience

Financial Planner Requirements:

  • Four year degree
  • Series 65 (or willingness to obtain)
  • 2 years of industry experience
  • Clean compliance record

Position open until filled

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