Senior UHNW Wealth Strategy Consultant

Charles Schwab

Westlake (TX)

On-site

USD 150,000 - 250,000

Full time

3 days ago

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Benefits offered by this job

401(k) with company match

Employee stock purchase plan

Paid time off

Parental leave

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab in Westlake, TX seeks a Senior Wealth Consultant to deliver high-touch guidance within a dedicated client relationship. You will manage Ultra High Net Worth portfolios, offering wealth management, banking, lending, and trust solutions.

You will develop customized financial strategies, assess retirement income needs, and deepen client relationships through continuous service and proactive engagement. Strong regulatory adherence and teamwork are essential.

Qualifications

Series 7 license required.
Series 66 (or 63/65) required.
Life & Health license required.
7+ years financial services experience.
2+ years Ultra High Net Worth client experience.

Responsibilities

Manage a practice of primarily Ultra High Net Worth clients and provide world-class service to clients with complex wealth management needs.
Retain existing clients, attract new clients, and generate growth as measured by assets under management and client promoter scores.
Partner with wealth specialists to offer solutions including banking, lending, and trust.
Analyze and identify appropriate solutions to meet client needs across Schwab's wealth management offering.
Develop customized financial strategies for prospects and existing clients.
Assess retirement income and distribution strategies for clients in retirement.
Deepen client relationships through engagement, discovery, and ongoing service.