VP, Senior Wealth Consultant - Ultra High Net Worth- Westlake, TX
Charles Schwab2 days ago
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OnsiteFull-timeSenior
Summary
Charles Schwab is seeking a VP, Senior Wealth Consultant for Ultra High Net Worth clients in Westlake, TX. The role involves providing high-touch service and comprehensive guidance to clients managing large and complex portfolios.
About the Role
As a Senior Wealth Consultant, you will manage a practice of primarily Ultra-HNW clients, providing world-class service and support across various wealth management needs including financial planning, estate planning, investment management, and more. You will retain existing clients, attract new ones, and partner with wealth specialists to offer tailored solutions. Your role will also involve developing customized financial strategies and demonstrating proficiency in deepening client relationships.
About You
Required:
- 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
Preferred:
- Wealth Management designation, e.g., Certified Wealth Strategist (CWS), CFA or CFP
- Bachelor’s degree
Benefits
- 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
Charles Schwab
Charles Schwab is a different kind of investment services firm – one that strives to disrupt the status quo of the traditional Wall Street approach on behalf of our clients. We believe today, as we did on Day 1, that when you find ways to improve the investing experience for your clients, then business results will follow. Follow our company culture at #SchwabLife and see how we give back at #Schwab4Good. Support hours: 7 a.m.–7 p.m. CT or 24/7 at schwab.com/contact-us. Social Media Disclosures: https://www.aboutschwab.com/social-media (#0424-TM8W)
Westlake, TX