Elite Wealth Consultant Partner

Charles Schwab; Westlake (OH); On-site; USD 100,000 - 180,000; Full time

Benefits offered by this job

401(k) with company match

Health insurance

Paid time off and sabbatical benefits

Job summary

Charles Schwab is seeking a Wealth Consultant Partner in Ohio to deliver high-touch service, support ultra-high net worth clients, and grow client relationships in partnership with Sr. Wealth Consultants.

You will manage client appointments, prepare financial plans, and leverage Schwab tools to drive solutions while maintaining strong ethical standards and regulatory compliance. A strong background in wealth services and licenses is required.

Qualifications

• Bachelor’s degree or equivalent work related experience.
• A valid and active Series 7 license is required (may be obtained under a condition of employment).
• A valid and active Series 66 (63/65) license is required (may be obtained under a condition of employment).
• Notary certification (may be obtained after hire).
• Minimum of 3 years of financial services experience is strongly preferred.

Responsibilities

• Provide direct, dedicated support for Sr. Wealth Consultant(s) and their practice clients.
• Interface with existing practice clients via inbound, proactive and follow-up phone calls, and email as well as face to face interactions.
• Deepen new and existing client relationships by proactively and reactively uncovering additional business development opportunities and in partnership with your Sr. Wealth Consultant(s) to close the business.
• Provide advice to include suitability, recommendations, and planning for practice clients in partnership with your Sr. Wealth Consultant(s).
• Build, refresh, and deliver financial plans for practice clients in partnership with your Sr. Wealth Consultant(s).
• Update and compile client information through Schwab’s internal customer relationship management (CRM) tool.
• Identify leads and proactively generate ideas to connect with clients and prospects.
• Set and prepare for appointments, e.g., review planning status, life events, suitability updates.

Skills

Client relationship management

Communication skills

Financial services experience

Sales aptitude

Team collaboration

Agility/adaptation

Education

Bachelor’s degree or equivalent

Tools

CRM software

Job description

Charles Schwab is seeking a Wealth Consultant Partner in Ohio to deliver high-touch service, support ultra-high net worth clients, and grow client relationships in partnership with Sr. Wealth Consultants.

You will manage client appointments, prepare financial plans, and leverage Schwab tools to drive solutions while maintaining strong ethical standards and regulatory compliance. A strong background in wealth services and licenses is required.