VP, Senior Wealth Consultant - Ultra High Net Worth - Westlake, TX

Your opportunity

As a Schwab Senior Wealth Consultant at Charles Schwab you are responsible for providing high-touch service, on-going comprehensive guidance and advice to clients in the context of a dedicated relationship. The Senior Wealth Advisor works across a wide spectrum of investment needs to help clients manage large and complex portfolios. Supporting our clients' wealth management needs on behalf of our clients includes but is not limited to : financial planning, estate planning, investment management, retirement planning, education planning, active trading, banking, insurance, and lending needs.

• 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 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 :

What you have

Preferred Qualifications

Required Qualifications

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, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

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

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