Onsite Wealth Consultant Partner – UHNW Practice

Charles Schwab Inc.; Florida; Presencial; USD 65.000 - 90.000; Jornada completa

Descripción de la vacante

Charles Schwab Corporation is seeking a Wealth Consultant Partner on the Ultra High Net Worth team in Palm Beach, FL. You will support Wealth Consultants and their clients with high‑touch service, coordinating guidance, and disciplined follow‑through to deepen client relationships.

You will prepare for meetings, refresh client plans, assist onboarding, resolve inquiries, and identify opportunities for growth, partnering across Schwab with a focus on exceptional client outcomes.

Formación

• 2+ years of financial services industry experience.
• A valid and active FINRA Series 7 license required.
• Active and valid FINRA Series 66 license, or active Series 63 and 65 licenses; may be obtained as a condition of employment

Responsabilidades

• Support Wealth Consultants and their clients through high‑touch service, coordinated guidance, and disciplined follow‑through.
• Prepare for client meetings, build and refresh client plans, support onboarding, resolve inquiries, and identify opportunities to deepen relationships.
• Work independently and with partners across Schwab, using Client Relationship Management, Problem Solving, and Priority Management to keep complex work moving accurately and efficiently.
• Connect clients with appropriate specialists and solutions through collaborative decision making.
• Grow wealth management expertise and contribute to sustainable relationship growth within the Ultra High Net Worth team.

Conocimientos

Client Relationship Management

Problem Solving

Priority Management

Attention to Detail

Business Development

Communication

Building Collaborative Relationships

Adaptability

Educación

Bachelor’s degree or equivalent work‑related experience

Herramientas

FINRA Series 7 license

FINRA Series 66 license

Series 63/65 licenses

Descripción del empleo

Charles Schwab Corporation is seeking a Wealth Consultant Partner on the Ultra High Net Worth team in Palm Beach, FL. You will support Wealth Consultants and their clients with high‑touch service, coordinating guidance, and disciplined follow‑through to deepen client relationships.

You will prepare for meetings, refresh client plans, assist onboarding, resolve inquiries, and identify opportunities for growth, partnering across Schwab with a focus on exceptional client outcomes.