Charles Schwab

VP, Senior Wealth Consultant - Ultra High Net Worth - Orlando, FL

Charles Schwab • $150K — $200K *
Orlando, FL 32828In-Person
Finance & Insurance
5 - 7 years of experience
Reposted 4 days ago
Be an Early Applicant
Job Overview by Ladders

Qualifications

  • Series 7 license required
  • Series 66 (or 63/65) required
  • Life & Health Insurance license required
  • 7+ years of financial services experience
  • 2+ years of experience with Ultra High Net Worth clients

Responsibilities

  • Build and maintain trust-based relationships with UHNW clients
  • Engage clients proactively to understand their needs and goals
  • Deliver high-touch service to enhance client loyalty
  • Develop and implement customized financial strategies
  • Identify client priorities through structured discovery
  • Attract new UHNW clients through consultative engagement
  • Collaborate with internal specialists to meet complex client needs

Benefits

  • Eligibility for bonus or incentive opportunities
  • In-office collaboration in Orlando, FL
  • Opportunity to drive client outcomes and satisfaction
  • Comprehensive career growth in a high-impact role
Full Job Description
Your Opportunity

*In addition to a base salary (range posted), this role is also eligible for bonus or incentive opportunities* 

 

We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location(s): Orlando, FL 

 

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: 

  • Exhibits wealth management and investment products expertise including equities, fixed income, mutual fund and retirement plans; equity compensation plans, stock options and annuities 
  • Results driven, highly motivated self-starter who possesses integrity, a strong work ethic, and a passion for helping clients plan for their financial goals and objectives 
  • Demonstrates a bias for action and a commitment to achieving sustainable results 
  • Able to listen to client’s needs and make decisions/take actions that help clients achieve their long-term goals 
  • Knows how to follow the proper risk, supervision and controls guidelines to deliver the best outcomes for clients. Exhibits strong culture of compliance, adherence to policy and Schwab’s high standards 
  • Demonstrates good judgment in selecting methods and approaches for finding appropriate solutions for clients 
  • Able to adjust style of communication to best connect with others 
  • Demonstrates and encourages collaboration and teamwork cross functionally and within his/her team 
  • Demonstrates personal resilience and a commitment to continually learn 
  • Able to remain positive and focused during times of pressure, adversity, or change 
  • Actively engages and helps others succeed 
  • Understands life event triggers for clients and leverages this ability to consolidate and retain assets; proven ability to probe clients for life event triggers and provide financial advice accordingly 
  • Flexible in changing environmental, economic, and client need scenarios; proven experience demonstrating the ability to lead change within self and others
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.

 

Required Qualifications

  • Series 7 license
  • Series 66 (or 63/65)
  • Life & Health Insurance license
  • 7+ years financial services experience
  • 2+ years Ultra High Net Worth client experience
Preferred Qualifications
  • CFP, CFA, CWS, CHFC, or CPWA designation
  • Bachelor’s degree 

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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