Wealth Consultant Partner- Ultra High Net Worth

Charles Schwab; Newport Beach (CA); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

401(k) with company match

Health, dental, and vision insurance

Paid time off and sabbatical benefits

Tuition reimbursement

Job summary

Charles Schwab in Newport Beach is seeking a Wealth Consultant Partner to support Wealth Consultants and their clients through high-touch service, coordinated guidance, and disciplined follow-through. You will prepare for client meetings, build and refresh client plans, support onboarding, resolve inquiries, and identify opportunities to deepen relationships.

Working independently and with partners across Schwab, you will use Client Relationship Management and Priority Management to keep complex

Qualifications

• 2+ years of financial services industry experience.
• Active FINRA Series 7 license required.
• Active FINRA Series 66 license, or Series 63/65 licenses; may be obtained as a condition of employment.

Responsibilities

• Support Wealth Consultants and clients through high‑touch service and coordinated guidance.
• Prepare for client meetings and refresh client plans.
• Assist onboarding, resolve inquiries, and identify opportunities to deepen relationships.
• Collaborate across Schwab to keep complex work moving accurately and efficiently.

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

Your opportunity

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(s).

As a Wealth Consultant Partner on the Ultra High Net Worth team, you will support Wealth Consultants and their clients through high-touch service, coordinated guidance, and disciplined follow-through. You will prepare for client meetings, build and refresh client plans, support onboarding, resolve inquiries, and identify opportunities to deepen relationships. Working independently and with partners across Schwab, you will use Client Relationship Management, Problem Solving, and Priority Management to keep complex work moving accurately and efficiently. Your adaptability will help you respond to changing markets, client life events, and competing needs, while collaborative Decision Making will connect clients with appropriate specialists and solutions. This role offers the opportunity to grow wealth management expertise while helping the practice deliver consistent client outcomes and sustainable relationship growth.

Why you’re set up for success

You’ll partner closely with Wealth Consultants while gaining hands‑on experience supporting complex client relationships, planning needs, and support and assist in growing affluent practice. In this client‑facing role, you’ll strengthen relationships, deliver personalized service, and build advisory skills through hands‑on experience and mentorship. You’ll play a vital role connecting clients and consultants, uncovering opportunities, and delivering consistent, high‑quality client experience. This role is ideal for a licensed professional who is client‑focused, detail‑oriented, and motivated to grow their impact and expertise.

Career Pathing

• The Wealth Consultant Partner role provides a clear path toward a Wealth Consultant position, building your client relationships, business development skills, and financial expertise.
• Schwab also supports a “choose your own adventure” approach—empowering you to explore leadership, expanded wealth management roles, or opportunities across service and support teams. You’ll be supported by leaders who invest in your growth and encourage continuous learning over time.
• The Wealth Consultant Partner role builds client relationship, business development, and wealth management expertise that can support progression into broader advisory roles.
• Schwab’s “choose your own adventure” approach also empowers you to explore leadership, branch, service, and support opportunities aligned to your strengths.

Competitive Compensation

In addition to base pay, this role offers bonus or incentive opportunities.

The expertise you bring

• Bachelor’s degree or equivalent work‑related experience
• Active and valid FINRA Series 7 license
• Active and valid FINRA Series 66 license, or active Series 63 and 65 licenses; may be obtained as a condition of employment

In addition to the salary range, this role is eligible for bonus or incentive opportunities.

Skills for success

1. Client Relationship Management - Supports high‑touch service, retention, and deeper relationships.
2. Customer Orientation - Keeps service and follow‑through centered on client needs.
3. Retirement Planning - Supports preparation and maintenance of client plans.
4. Problem Solving - Helps research and resolve client and operational inquiries.
5. Priority Management - Supports execution across meetings, follow‑up, and onboarding.
6. Attention to Detail - Protects quality across client information and documentation.
7. Business Development - Supports referrals, prospect engagement, and relationship expansion.
8. Communication - Enables clear client interaction and coordinated partner work.
9. Building Collaborative Relationships - Connects the practice with specialists and support teams.
10. Adaptability - Helps respond to changing priorities, markets, and client needs.

What you have

Required Qualifications

• 2+ years of financial services industry experience
• A valid and active FINRA Series 7 license required

Preferred Qualifications

• Currently hold or obtain the FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job
• Notary commission or ability to obtain it after hire
• Experience with client planning, onboarding, operations, or Project Coordination
• Strong Client Relationship Management, Problem Solving, and Priority Management skills
• Ability to identify client needs and relationship development opportunities
• Ability to use multiple Digital Tools while maintaining Attention to Detail
• Demonstrated Adaptability, Communication, and collaborative work style
• Ability to follow policies, procedures, and ethical standards

What’s in it for you

At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact.

We offer a competitive benefits package that takes care of the whole you – both today and in the future:

• 401(k) with company match and Employee stock purchase plan
• Paid time for vacation, volunteering, and 28‑day sabbatical after every 5 years of service for eligible positions
• Paid parental leave and family building benefits
• Tuition reimbursement
• Health, dental, and vision insurance