UHNW Wealth Strategy Advisor

The Charles Schwab Corporation; Westlake (TX); On-site; USD 180,000 - 300,000; Full time

Benefits offered by this job

401(k) with company match

Paid time off and sabbatical after 5+

Paid parental leave and familybuilding

Tuition reimbursement

Health, dental, and vision insurance

Job summary

The Charles Schwab Corporation in Westlake, TX is seeking a Senior Wealth Consultant to deliver high-touch, relationship-based wealth guidance across a broad spectrum of investment needs for Ultra High Net Worth clients.

You will collaborate with wealth specialists to provide banking, lending, trust, estate planning, and retirement strategies, building customized financial plans and expanding client relationships through proactive service.

Qualifications

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

Responsibilities

• Manage a practice of UHNW clients with world-class service.
• Retain existing clients, attract new ones, and grow assets under management.
• Partner with wealth specialists to offer banking, lending, and trust solutions.
• Conduct in-depth consultative analysis to meet client needs across Schwab's wealth offerings.
• Develop customized financial strategies for prospects and existing clients.
• Assess retirement income planning and distribution strategies for retirees.
• Deepen client relationships through ongoing service and engagement.

Skills

Series 7

Series 66

Life & Health Insurance license

Ultra High Net Worth client experience

Education

Bachelor's degree

Job description

The Charles Schwab Corporation in Westlake, TX is seeking a Senior Wealth Consultant to deliver high-touch, relationship-based wealth guidance across a broad spectrum of investment needs for Ultra High Net Worth clients.

You will collaborate with wealth specialists to provide banking, lending, trust, estate planning, and retirement strategies, building customized financial plans and expanding client relationships through proactive service.