VP, Senior Wealth Consultant - Ultra High Net Worth

Job Description

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.

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 :