VP, Senior Wealth Consultant - Ultra High Net Worth

Charles Schwab Inc.; West Palm Beach (FL); On-site; USD 150,000 - 190,000; Full time

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.

Skills

Conflict Management

Entrepreneurial Orientation

Influencing Others

Strategic Thinking

Client Relationship Management

Education

Bachelor's degree

Job description

Your Opportunity

At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us challenge the status quo and transform the finance industry together.

We believe in the importance of in‑office collaboration and fully intend for the selected candidate for this role to work on site in the specified location: Palm Beach, FL

As a Senior Wealth Consultant, you provide high‑touch service, comprehensive guidance, and advice within dedicated relationships. You help clients manage large, complex portfolios and coordinate wealth management needs that may include financial planning, estate planning, investment management, and more.

You will work in a consultative, relationship‑centered environment focused on complex wealth needs. Success requires advanced investment and planning expertise, disciplined risk judgment, entrepreneurial ownership, strategic thinking, and the ability to influence decisions while maintaining trusted, long‑term client relationships.

• 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.
• Navigating 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.

Why You're Set Up for Success

You will join a highly collaborative environment focused on delivering exceptional client outcomes through relationship‑based advice and comprehensive wealth management strategies. You'll partner closely with specialists across investment management, banking, lending, trust, insurance, and planning disciplines to develop tailored solutions for complex client needs.

Success in this role comes from combining deep financial expertise with an entrepreneurial mindset, strategic perspective, and the ability to influence decisions and manage conflict constructively. Your ability to anticipate client needs, uncover growth opportunities, coordinate resources, and sustain trusted relationships will enable you to deliver meaningful outcomes for clients and their families.

Schwab Training and Development

• Ongoing professional development focused on wealth management, investment strategy, retirement income planning, and client relationship management.
• Access to specialized training, coaching, and development opportunities designed to strengthen advisory skills, deepen technical expertise, and support career growth.
• Opportunities to collaborate with experienced wealth specialists and subject‑matter experts across Schwab's wealth management organization.

Career Pathing

The Senior Wealth Consultant role provides opportunities for continued growth across the wealth management organization. As expertise and influence expand, career opportunities may include leadership pathways, advanced advisory roles, private client segments, and specialized wealth management functions.

Schwab also supports a \"choose your own adventure\" approach to career development, allowing employees to pursue opportunities aligned with their strengths, interests, and long‑term goals.

Competitive Compensation

In addition to base pay, this role offers bonus and incentive opportunities tied to performance.

The expertise you bring:

• A valid and active FINRA Series 7 license.
• A valid FINRA Series 66 license, or the combination of Series 63 and Series 65.
• A valid Life and Health Insurance license.
• 7+ years of financial services experience.
• 2+ years of experience serving ultra‑high‑net‑worth clients.
• Advanced knowledge of wealth management and investment products, including equities, fixed income, mutual funds, retirement plans, equity compensation plans, stock options, and annuities.
• Preferred: CFP, CFA, CWS, ChFC, or CPWA designation.
• Preferred: Bachelor's degree.

The skills you bring:

Conflict Management: Navigates differing perspectives and complex or high‑stakes conversations with composure, sound judgment, and a focus on resolving concerns while preserving trust and productive relationships.

Entrepreneurial Orientation: Takes ownership of the client practice, anticipates needs, identifies growth opportunities, and acts with initiative to create sustainable value for clients and the business.

Influencing Others: Builds credibility and gains commitment by connecting client priorities with clear, well‑reasoned recommendations and guiding clients and partners toward informed decisions.

Strategic Thinking: Integrates complex financial information, competing priorities, risk considerations, and long‑term implications to develop forward‑looking wealth management strategies.

Client Relationship Management: Develops and sustains trusted, long‑term relationships through proactive guidance, personalized service, consistent follow‑through, and meaningful value delivery.