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VP, Senior Wealth Consultant - Ultra High Net Worth
VP, Senior Wealth Consultant - Ultra High Net WorthCharles Schwab • Tysons, VA, US
VP, Senior Wealth Consultant - Ultra High Net Worth

VP, Senior Wealth Consultant - Ultra High Net Worth

Charles Schwab • Tysons, VA, US
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VP, Senior Wealth Consultant - Ultra High Net Worth

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Overview

VP, Senior Wealth Consultant – Ultra High Net Worth at Charles Schwab focuses on providing high-touch service, on-going comprehensive guidance, and advice to clients in the context of a dedicated relationship. The Senior Wealth Consultant works across a wide spectrum of investment needs to help clients manage large and complex portfolios, including financial planning, estate planning, investment management, retirement planning, education planning, active trading, banking, insurance, and lending needs.

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 Schwab's Wealth Management offer
  • Develop a customized financial strategy for prospects and existing clients
  • Demonstrate a thorough understanding around 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 and 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 need scenarios; proven experience demonstrating the ability to lead change within self and others positively

    • What You Have

    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

    • 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
  • Tution reimbursement
  • Health, dental, and vision insurance

    • Location notes : Candidates may need to reside or relocate to Bethesda, MD or Tysons Corner, VA.

    Other notes : 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.

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    Seniority level

  • Executive

    • Employment type

  • Full-time

    • Job function

  • Finance and Sales

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    Wealth Consultant • Tysons, VA, US