UHNW Wealth Advisor & Strategy Lead

Charles Schwab Corporation

West Palm Beach (FL)

On-site

USD 150,000 - 190,000

Full time

6 days ago

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Job summary

Charles Schwab Corporation in Palm Beach, FL seeks a Senior Wealth Consultant to deliver high-touch guidance to ultra-high-net-worth clients, coordinating complex wealth needs across investments, retirement, estate planning, banking, lending, trust, and insurance.

In this consultative role, you will build trusted relationships, translate complex financial considerations into clear recommendations, and partner with specialists to provide integrated wealth management solutions while upholding risk

Qualifications

Active FINRA Series 7 license.
Active FINRA Series 66 license, or Series 63 + 65.
Life and Health Insurance license.
7+ years of financial services experience.
2+ years serving ultra-high-net-worth clients.
Preferred: CFP, CFA, CWS, ChFC, or CPWA designation.
Preferred: Bachelor's degree.

Responsibilities

Manage ultra-high-net-worth client relationships with high-touch service.
Deliver comprehensive wealth management guidance across investments, retirement, estate, banking, lending, trust, and insurance.
Coordinate with cross-functional teams to provide integrated wealth solutions.
Identify opportunities for sustainable growth across assets and wealth management solutions.
Translate complex financial considerations into clear, actionable recommendations.
Navigate high-stakes conversations while preserving trust.
Maintain compliance with risk and policy requirements.