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VP, Senior Wealth Consultant - Ultra High Net Worth
VP, Senior Wealth Consultant - Ultra High Net WorthCharles Schwab • North Bethesda, MD, US
VP, Senior Wealth Consultant - Ultra High Net Worth

VP, Senior Wealth Consultant - Ultra High Net Worth

Charles Schwab • North Bethesda, MD, US
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VP, Senior Wealth Consultant - Ultra High Net Worth

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

Your opportunity

  • In addition to a base salary (range posted), this role is also eligible for bonus or incentive opportunities
  • Candidate must reside or be willing to relocate to Bethesda, MD or Tyson's Corner, VA

    • 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.

    Responsibilities

  • Manage a practice of primarily Ultra-HNW clients; provide world-class service to clients with complex wealth management needs.
  • Retain existing clients, attract new clients, and generate growth as measured by AUM, Wealth Management solutions, and client promoter scores.
  • Partner with wealth specialists to offer solutions including banking, lending, and trust.
  • Take an in-depth consultative approach to analyze, assess and find appropriate solutions to meet client needs based on the breadth of Schwab's Wealth Management offer.
  • Develop a customized financial strategy for prospects and existing clients.
  • Demonstrate a thorough understanding of how to assess suitability and recommend appropriate retirement income advice and distribution process for clients living in retirement.
  • Demonstrate proficiency in deepening relationships with clients, from engagement and discovery to gaining commitment and ongoing service.

    • What You Are Good At

  • Exhibits wealth management and investment products expertise including equities, fixed income, mutual funds, retirement plans, equity compensation plans, stock options and annuities.
  • Results driven, highly motivated self-starter who possesses integrity, a strong work ethic, and a passion for helping clients plan for their financial goals and objectives.
  • Demonstrates a bias for action and a commitment to achieving sustainable results.
  • Able to listen to client's needs and make decisions / take actions that help clients achieve their long-term goals.
  • Knows how to follow the proper risk, supervision, and controls guidelines to deliver the best outcomes for clients. Exhibits strong culture of compliance, adherence to policy, and Schwab's high standards.
  • Demonstrates good judgment in selecting methods and approaches for finding appropriate solutions for clients.
  • Able to adjust style of communication to best connect with others.
  • Demonstrates and encourages collaboration and teamwork cross-functionally and within his / her team.
  • Demonstrates personal resilience and a commitment to continually learn.
  • Able to remain positive and focused during times of pressure, adversity, or change.
  • Actively engages and helps others succeed.
  • Understands life event triggers for clients and leverages this ability to consolidate and retain assets; proven ability to probe clients for life event triggers and provide financial advice accordingly.
  • Flexible in changing environmental, economic, and client needs scenarios; proven experience demonstrating the ability to lead change within self and others positively.

    • Preferred Qualifications

  • Wealth Management designation, e.g., Certified Wealth Strategist (CWS), CFA or CFP highly preferred.
  • Bachelor's degree highly preferred.

    • Required Qualifications

  • Active & valid FINRA Series 7 license.
  • Active & valid FINRA Series 66 (63 / 65) license.
  • Active & valid Life & Health insurance.
  • 7+ years financial services industry experience.
  • 2+ years Ultra-HNW client experience.

    • 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.

    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.

    Benefits

  • 401(k) with company match and Employee stock purchase plan.
  • Paid time for vacation, volunteering, and a 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

    Executive

    Employment type

    Full-time

    Job function

    Finance and Sales

    J-18808-Ljbffr

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    Wealth Consultant • North Bethesda, MD, US

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