UHNW Wealth Advisor Partner - Elite Client Service

Charles Schwab; Westlake (TX); On-site; USD 120,000 - 190,000; Full time

Benefits offered by this job

401(k) with company match

Paid time for vacation and volunteering

Health, dental, and vision insurance

Job summary

A financial services company is seeking a Wealth Consultant Partner to provide exceptional service to ultra-high net worth clients. This role involves supporting Sr. Wealth Consultants in managing client relationships, delivering advice, and business development. Candidates should possess a Bachelor's degree, relevant financial licenses, and a strong passion for client service. This position is contract-based and offers opportunities for bonuses and career growth in a supportive team environment.

Qualifications

• Minimum of 3 years of financial services experience strongly preferred.
• A valid and active Series 7 license is required.
• A valid and active Series 66 (63/65) license is required.

Responsibilities

• Provide dedicated support for Sr. Wealth Consultant(s) and their practice clients.
• Deepen client relationships by uncovering business development opportunities.
• Build and deliver financial plans for practice clients.

Skills

Client relationship management

Strong communication skills

Problem-solving skills

Organizational skills

Team collaboration

Education

Bachelor's degree or equivalent

Job description

A financial services company is seeking a Wealth Consultant Partner to provide exceptional service to ultra-high net worth clients. This role involves supporting Sr. Wealth Consultants in managing client relationships, delivering advice, and business development. Candidates should possess a Bachelor's degree, relevant financial licenses, and a strong passion for client service. This position is contract-based and offers opportunities for bonuses and career growth in a supportive team environment.