Wealth Consultant Partner - Ultra High Net Worth

Charles Schwab

Westlake (TX)

On-site

USD 120,000 - 190,000

Full time

14 days+

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Benefits offered by this job

401(k) with company match

Paid time for vacation and volunteering

Health, dental, and vision insurance

Sabbatical after 5 years

Job summary

A financial services company is seeking a Wealth Consultant Partner to provide exceptional service to ultra-high net worth clients. This role involves supporting Sr. Wealth Consultants in managing client relationships, delivering advice, and business development. Candidates should possess a Bachelor's degree, relevant financial licenses, and a strong passion for client service. This position is contract-based and offers opportunities for bonuses and career growth in a supportive team environment.

Qualifications

Minimum of 3 years of financial services experience strongly preferred.
A valid and active Series 7 license is required.
A valid and active Series 66 (63/65) license is required.
Notary certification may be obtained after hire.
Minimum of 3 years of financial services experience is strongly preferred.

Responsibilities

Provide dedicated support for Sr. Wealth Consultant(s) and their practice clients.
Deepen client relationships by uncovering business development opportunities.
Build and deliver financial plans for practice clients.
Provide advice to include suitability, recommendations, and planning for practice clients in partnership with your Sr. Wealth Consultant(s).
Build, refresh, and deliver financial plans for practice clients in partnership with your Sr. Wealth Consultant(s).
Update and compile client information through Schwab’s internal customer relationship management (CRM) tool.
Identify leads and proactively generate ideas to connect with clients and prospects.
Set and prepare for appointments, e.g., review planning status, life events, suitability updates.

Skills

Client relationship management

Strong communication skills

Problem-solving skills

Organizational skills

Team collaboration

Education

Bachelor's degree or equivalent

Job description

Wealth Consultant Partner - Ultra High Net Worth

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Your opportunity

In addition to a base salary range posted, this role is also eligible for bonus or incentive opportunities*

As part of our Wealth Services team, the Wealth Consultant Partner is an essential member of an elite team providing high-touch service and on-going support for the wealth management needs of the ultra-high net worth client. In partnership with the Sr. Wealth Consultant, the Wealth Consultant Partner will deliver exceptional service, help to grow and deepen client relationships, while also delivering advice with the practice clients of the Sr. Wealth Consultant.

As a Wealth Consultant Partner at Charles Schwab, you will operate in a team-based model partnered with one up to three Sr. Wealth Consultants. In a team-based model, tasks can be completed as directed by your Sr. Wealth Consultant(s), in partnership with, or independently with check-ins.

Provide direct, dedicated support for Sr. Wealth Consultant(s) and their practice clients.
Interface with existing practice clients via inbound, proactive and follow-up phone calls, and email as well as face-to-face interactions.
Deepen new and existing client relationships by proactively and reactively uncovering additional business development opportunities and in partnership with your Sr. Wealth Consultant(s) to close the business.
Provide advice to include suitability, recommendations, and planning for practice clients in partnership with your Sr. Wealth Consultant(s).
Build, refresh, and deliver financial plans for practice clients in partnership with your Sr. Wealth Consultant(s).
Update and compile client information through Schwab’s internal customer relationship management (CRM) tool.
Identify leads and proactively generate ideas to connect with clients and prospects.
Set and prepare for appointments, e.g., review planning status, life events, suitability updates.
Manage and perform activities in preparation for, and following, client appointments with designated Sr. Wealth Consultant(s).
Manage local event administration including venue identification, scheduling, contract negotiation, invitation creation, attendance confirmation, development of client presentations, and follow-up post-event with clients and prospects.
Support the business development and relationship building activities of the Sr. Wealth Consultant(s) by following up on referrals and engaging with prospective clients.
Leverage key business partners (Partner Support & Pinnacle) to resolve, research, and respond to client inquiries and issues as well as ensure operational tasks are completed.
Partner with Sr. Wealth Consultant(s) to ensure we are providing an exceptional experience for clients ultimately improving client promoter score for the branch.
Participate in or conduct the initial client on-boarding process.
Assist Sr. Wealth Consultant(s) with client segmentation and client engagement blue prints; leverage Connect mailings, branch workshops, as well as regional/national events.

What you have

Bachelor’s degree or equivalent work related experience
A valid and active Series 7 license is required (may be obtained under a condition of employment)
A valid and active Series 66 (63/65) license is required (may be obtained under a condition of employment)
Notary certification (may be obtained after hire)
Minimum of 3 years of financial services experience is strongly preferred
Passion for the client with the ability to strengthen and retain client relationships
Results driven, highly motivated self-starter who possesses integrity, a strong work ethic and a passion for helping clients
Demonstrated experience handling client concerns and issues with tact and diplomacy
Strong written and verbal communication skills
Demonstrated ability to handle multiple tasks simultaneously and effectively prioritize
Aptitude for, and experience in, identifying new relationship development
Show a genuine interest in staying current on market events and ability to understand the implications for clients
Ability to uncover and meet client needs and effectively manage client expectations
Demonstrated ability to be agile in changing environmental, economic, and client need scenarios
Operational and/or project management experience
Strong organizational skills with attention to detail
Ability to develop and maintain good cross-enterprise working relationships
Strong problem-solving skills
Advanced technical skills, with the ability to utilize different applications at one time, including Windows, internet researching, database systems, and email
Collaborative and team-based work style
Ability to retain and execute upon complex information with relative ease
Responsible for understanding and complying with applicable policies and procedures and applying ethical standards to every business activity in which they engage
Maintain the highest ethical standards in the conduct of their business activities and professional dealings and to avoid even the appearance of impropriety
There is a minimum time-in-position expectation of 2 years

Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing. You will be required to register and to submit to the required SAFE Act background check and registration process.

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

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

Seniority level