Charles Schwab

International Wealth Consultant Partner - International SPWS Branch

Charles Schwab • $80K — $120K *
Orlando, FL 32828In-Person
Finance & Insurance
Less than 5 years of experience
4 days ago
Be an Early Applicant
Job Overview by Ladders

Qualifications

  • Bachelor's degree or equivalent experience.
  • 2+ years of financial services or wealth management experience, particularly with international clients.
  • Strong relationship management and consultative communication skills.
  • Proven ability to build trust and forge meaningful client relationships.
  • Preferred knowledge of Schwab's international client servicing model and operational policies.
  • Excellent verbal and written communication skills, comfortable engaging affluent clients.
  • Must have Series 7 and Series 66 licenses (can obtain as Condition of Employment).

Responsibilities

  • Support International Wealth Consultants in enhancing client relationships.
  • Facilitate comprehensive wealth planning conversations for clients.
  • Engage proactively with clients and provide exceptional service.
  • Assist in business development efforts for the practice.
  • Ensure operational excellence while managing a diverse international client base.

Benefits

  • Eligible for bonus opportunities.
  • Language incentive opportunities available.
Full Job Description
Your Opportunity

The International Branch is the flagship branch office of CS&Co’s International business. As a branch office serving clients outside the United States, our mission is to deliver world-class relationship management and wealth guidance to clients around the globe. We help clients navigate U.S. investing opportunities while supporting their long-term financial goals through a highly personalized and consultative experience. 

As a Wealth Consultant Partner – International, you will play a critical role in supporting International Wealth Consultants as they deepen client relationships, deliver comprehensive wealth planning conversations, and grow their practices. You will partner closely with Wealth Consultants to provide exceptional client service, proactive engagement, business development support, and operational excellence across a diverse international client base. 

What you have

Required minimum skills and qualifications are: 

  • Bachelor's degree or equivalent experience. 
  • 2+ years of financial services experience, wealth management experience, or international client servicing experience. 
  • Strong understanding of relationship management and consultative client conversations. 
  • Demonstrated ability to build trust and establish meaningful relationships with clients. 
  • Knowledge of Schwab's international client servicing model, jurisdictional rules, product limitations, and operational policies preferred. 
  • Strong problem-solving skills and ability to manage multiple priorities in a fast-paced environment. 
  • Excellent verbal and written communication skills, with the ability to confidently communicate with affluent clients. 
  • Ability to work collaboratively with financial professionals, branch leadership, and business partners. 
  • Strong client focus, ownership mindset, and commitment to delivering an outstanding client experience. 
  • High degree of adaptability and comfort working across multiple countries, cultures, and regulatory environments. 
  • Series 7 Required
  • Series 66 (63/65) Required (can be obtained as Condition of Employment)

  

Preferred Characteristics: 

  • Passion for helping clients achieve their financial goals. 
  • Proficiency in a foreign language is preferred. 
  • CFP®, CWS®, CPWA®, CFA®, CIMA®, AAMS®, AWMA®, or other relevant financial planning designations are preferred. 
  • Curiosity and willingness to continuously develop planning and wealth management expertise. 
  • Strong organizational skills with the ability to balance client service, business development, and operational responsibilities. 
  • Demonstrates partnership, accountability, and a team-first mindset while supporting branch and client outcomes. 

 

In addition to the salary range, this role is eligible for a bonus and language incentive opportunities.

About Charles Schwab

Charles Schwab is a financial services company that provides a full range of securities, brokerage, banking, money management, financial advisory, investor, and retirement plan services. It operates in four main divisions; investing, wealth management, banking, and trading. Charles Schwab provides a full-service brokerage platform that serves individual investors who invest on their own or through a workplace-sponsored retirement or equity plan, as well as banking through Schwab Bank. The firm was founded in 1973 and is headquartered in San Francisco, California.

Charles Schwab Careers

Join the vibrant team at Charles Schwab, a leader in global finance, where your career is propelled by innovation, leadership, and a commitment to diversity and professional growth. At Charles Schwab, we offer more than just job opportunities; we provide a platform for you to make a significant impact on the industry and our clients' lives.

Work You’ll Do

At Charles Schwab, we are dedicated to helping our clients manage their financial futures. Being part of our team means you'll work alongside some of the most skilled professionals in the financial services industry. Our culture thrives on teamwork, integrity, and relentless dedication to our clients. Whether you're looking for a position in financial consulting, technology, or administrative support, Charles Schwab offers a dynamic work environment where your skills will be honed and your achievements recognized.

Innovate and Lead

Embrace the opportunity to lead through innovation. Charles Schwab’s commitment to technology and innovation is fundamental to our service delivery. By joining our team, you will be at the forefront of developing new solutions that redefine the future of finance. Your leadership can guide significant projects that impact our company and the industry.

Grow Your Career

Charles Schwab believes in fostering the growth of its employees. Whether through professional development programs, diversity training, or leadership workshops, we ensure that our team members receive the support and training they need to advance their careers. With a variety of career paths available, your job at Schwab can evolve with your interests and expertise.

Internship and Employment Opportunities

Start your professional journey with Charles Schwab through our internship programs or full-time employment opportunities. We seek individuals who are passionate, curious, and ready to drive change. A career at Schwab is not just about having a job; it's about building a lasting relationship with a company that values your potential.

Benefits and Culture

Charles Schwab is renowned for its employee-friendly culture. We offer a comprehensive benefits package that supports the health, financial stability, and work-life balance of our team members. From competitive salaries and bonuses to health insurance and retirement plans, Schwab ensures that your career is as rewarding as it is enriching.

Networking and Professional Development

Expand your professional network and enhance your skills through our various networking events, mentorship programs, and training sessions. At Charles Schwab, we believe in leveraging collective expertise to foster learning and innovation. Engage with leaders, gain insights from experienced professionals, and build relationships that will aid your career trajectory.

Join Our Team

Explore the numerous career paths available at Charles Schwab and discover how your talents can be utilized to their fullest potential. Search open positions that match your skills and interests. We are continuously hiring across various disciplines and look forward to adding innovative, driven individuals to our team.

Stay Connected

Keep up to date with the latest from Charles Schwab Careers by subscribing to our job alert emails. Tailor your subscription to receive updates that align with your career preferences and be the first to know about new openings, company news, and professional tips.

Explore Charles Schwab Jobs

Ready to take the next step in your career? Visit our careers page to review current job openings, submit your resume, and prepare for your interview. At Charles Schwab, your future is waiting. [SEARCH CHARLES SCHWAB JOBS] Join Charles Schwab today and be part of a team that values diversity, innovation, and leadership—where your career can thrive in the exciting world of finance.
Learn more about Charles Schwab
Size
34,200 employees
Market Cap
$151.6 billion
Industry
Finance & Insurance
Net Income
$3.2 billion
Founded
1973
5 Year Trend
+20%
Revenue
$12.1 billion
NASDAQ
SCHW
* Ladders Estimates

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