VP, Senior Wealth Consultant - Ultra High Net Worth

VP, Senior Wealth Consultant - Ultra High Net Worth at Charles Schwab summary :

The VP, Senior Wealth Consultant provides comprehensive wealth management services to ultra-high net worth clients, including financial planning, investment management, and estate planning. They manage complex portfolios, develop customized financial strategies, and collaborate with specialists to deliver tailored solutions while ensuring compliance with regulations. The role requires extensive financial services experience, relevant licenses, and a commitment to client relationship management and business growth.

Position Type : Regular

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.

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 Consultant 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

To ensure that we have fulfilled our promise of "challenging the status quo," this role has specific qualifications that successful candidates should 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, 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 :