UHNW Wealth Consultant Partner

Charles Schwab; Florida; On-site; USD 110,000 - 160,000; Full time

Benefits offered by this job

401(k) with company match

Paid time for vacation and sabbatical

Parental leave and family benefits

Tuition reimbursement

Health, dental, vision insurance

Job summary

Charles Schwab is seeking a Wealth Consultant Partner for the Ultra High Net Worth team in Palm Beach, FL. You will support Wealth Consultants and clients with high-touch service, plan development, onboarding support, and proactive issue resolution.

Expect collaboration across Schwab to connect clients with specialists and drive sustainable relationship growth. The role emphasizes advisory skills, client relationship building, and mentorship within a growth-focused practice.

Qualifications

• 2+ years of financial services industry experience.
• Active and valid FINRA Series 7 license.

Responsibilities

• 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, and support onboarding.
• Resolve inquiries and identify opportunities to deepen client relationships.
• Collaborate with Schwab partners to connect clients with appropriate specialists and solutions.

Skills

Client Relationship Management

Customer Orientation

Retirement Planning

Problem Solving

Priority Management

Attention to Detail

Business Development

Communication

Building Collaborative Relationships

Adaptability

Education

Bachelor’s degree or equivalent work-related experience

Job description

Charles Schwab is seeking a Wealth Consultant Partner for the Ultra High Net Worth team in Palm Beach, FL. You will support Wealth Consultants and clients with high-touch service, plan development, onboarding support, and proactive issue resolution.

Expect collaboration across Schwab to connect clients with specialists and drive sustainable relationship growth. The role emphasizes advisory skills, client relationship building, and mentorship within a growth-focused practice.