UHNW Wealth Advisor & Strategy Leader

Charles Schwab; West Palm Beach (FL); On-site; USD 150,000 - 230,000; Full time

Benefits offered by this job

401(k) with company match

Employee stock purchase plan

Paid vacation and volunteering

28-day sabbatical after 5 years

Paid parental leave

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab in Palm Beach, FL seeks a Senior Wealth Consultant to deliver high-touch wealth guidance for ultra-high-net-worth clients within a consultative relationship-based framework. The role requires advanced investment and planning expertise, disciplined risk judgment, and strong client relationship skills.

You will partner with specialists across Schwab's advisory, banking, lending, trust, and insurance teams to create tailored strategies and drive meaningful outcomes for clients and

Qualifications

• FINRA Series 7 license (active)
• FINRA Series 66 license or combination of Series 63/65
• Life and Health Insurance license
• 7+ years of financial services experience
• 2+ years serving ultra-high-net-worth clients
• CFP, CFA, CWS, ChFC, or CPWA designation preferred
• Bachelor's degree preferred

Responsibilities

• Manage a practice composed primarily of ultra-high-net-worth clients and deliver high-touch service for complex wealth management needs.
• Retain and deepen client relationships while identifying and advancing sustainable growth opportunities across assets and wealth management solutions.
• Use an in-depth consultative approach to assess client goals, life events, risk considerations, and financial priorities before recommending appropriate solutions.
• Develop forward-looking financial strategies that integrate investment, retirement, estate, banking, lending, trust, insurance, and related planning needs.
• Influence informed decisions by translating complex financial considerations into clear recommendations aligned with client priorities and long-term objectives.
• Navigate differing perspectives and high-stakes conversations constructively to resolve concerns, preserve trust, and move clients and partners toward effective outcomes.
• Partner with specialists and cross-functional teams to coordinate comprehensive wealth management solutions and deliver a consistent client experience.
• Provide retirement income guidance and support appropriate distribution strategies for clients living in retirement.
• Apply risk, supervision, controls, and policy requirements consistently while exercising sound judgment and pursuing strong client outcomes.

Skills

Conflict Management

Entrepreneurial Orientation

Influencing Others

Strategic Thinking

Client Relationship Management

Education

Bachelor's degree

Job description

Charles Schwab in Palm Beach, FL seeks a Senior Wealth Consultant to deliver high-touch wealth guidance for ultra-high-net-worth clients within a consultative relationship-based framework. The role requires advanced investment and planning expertise, disciplined risk judgment, and strong client relationship skills.

You will partner with specialists across Schwab's advisory, banking, lending, trust, and insurance teams to create tailored strategies and drive meaningful outcomes for clients and