Charles Schwab

Wealth Consultant Partner- Ultra High Net Worth

Charles Schwab • $100K — $120K *
Newport Beach, CA 92660In-Person
Finance & Insurance
Less than 5 years of experience
Today
Be an Early Applicant
Job Overview by Ladders

Qualifications

  • Bachelor’s degree or equivalent work-related experience
  • Active and valid FINRA Series 7 license
  • Active and valid FINRA Series 66 license, or Series 63 and 65 licenses (may be obtained as a condition of employment)
  • 2+ years of financial services industry experience
  • Strong Client Relationship Management and Problem Solving skills

Responsibilities

  • Support Wealth Consultants and their clients through high-touch service
  • Prepare for client meetings and refresh client plans
  • Assist in onboarding new clients
  • Resolve client inquiries and identify deepening relationship opportunities
  • Collaborate across Schwab to connect clients with specialists and solutions
  • Utilize Client Relationship Management to manage interactions efficiently
  • Maintain adaptability in response to changing market and client needs

Benefits

  • Bonus or incentive opportunities beyond base pay
  • Pathway to advance to a Wealth Consultant position
  • Support for continuous learning and professional growth
  • Empowerment to explore various career paths including leadership and wealth management roles
  • Connection with supportive leadership dedicated to your success
Full Job Description
Your Opportunity
Your Opportunity

As a Wealth Consultant Partner on the Ultra High Net Worth team, you will support Wealth Consultants and their clients through high-touch service, coordinated guidance, and disciplined follow-through. You will prepare for client meetings, build and refresh client plans, support onboarding, resolve inquiries, and identify opportunities to deepen relationships. Working independently and with partners across Schwab, you will use Client Relationship Management, Problem Solving, and Priority Management to keep complex work moving accurately and efficiently. Your adaptability will help you respond to changing markets, client life events, and competing needs, while collaborative Decision Making will connect clients with appropriate specialists and solutions. This role offers the opportunity to grow wealth management expertise while helping the practice deliver consistent client outcomes and sustainable relationship growth.

Why you’re set up for success

You’ll partner closely with Wealth Consultants while gaining hands-on experience supporting complex client relationships, planning needs, and support and assist in growing affluent practice. In this client-facing role, you’ll strengthen relationships, deliver personalized service, and build advisory skills through hands-on experience and mentorship.You’ll play a vital role connecting clients and consultants, uncovering opportunities, and delivering consistent, high-quality client experience. This role is ideal for a licensed professional who is client-focused, detail-oriented, and motivated to grow their impact and expertise.

 

Career Pathing

  • The Wealth Consultant Partner role provides a clear path toward a Wealth Consultant position, building your client relationships, business development skills, and financial expertise.

  • Schwab also supports a “choose your own adventure” approach—empowering you to explore leadership, expanded wealth management roles, or opportunities across service and support teams.

    You’ll be supported by leaders who invest in your growth and encourage continuous learning over time.

  • The Wealth Consultant Partner role builds client relationship, business development, and wealth management expertise that can support progression into broader advisory roles.
  • Schwab’s “choose your own adventure” approach also empowers you to explore leadership, branch, service, and support opportunities aligned to your strengths.
Competitive Compensation

In addition to base pay, this role offers bonus or incentive opportunities.

The expertise you bring
  • Bachelor’s degree or equivalent work-related experience
  • Active and valid FINRA Series 7 license
  • Active and valid FINRA Series 66 license, or active Series 63 and 65 licenses; may be obtained as a condition of employment

 

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

Skills for success
  • Client Relationship Management - Supports high-touch service, retention, and deeper relationships.
  • Customer Orientation - Keeps service and follow-through centered on client needs.
  • Retirement Planning - Supports preparation and maintenance of client plans.
  • Problem Solving - Helps research and resolve client and operational inquiries.
  • Priority Management - Supports execution across meetings, follow-up, and onboarding.
  • Attention to Detail - Protects quality across client information and documentation.
  • Business Development - Supports referrals, prospect engagement, and relationship expansion.
  • Communication - Enables clear client interaction and coordinated partner work.
  • Building Collaborative Relationships - Connects the practice with specialists and support teams.
  • Adaptability - Helps respond to changing priorities, markets, and client needs.
    • What you have Required Qualifications
    • 2+ years of financial services industry experience
    • A valid and active FINRA Series 7 license required

    Preferred Qualifications

    • Currently hold or obtain the FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job
    • Notary commission or ability to obtain it after hire
    • Experience with client planning, onboarding, operations, or Project Coordination
    • Strong Client Relationship Management, Problem Solving, and Priority Management skills
    • Ability to identify client needs and relationship development opportunities
    • Ability to use multiple Digital Tools while maintaining Attention to Detail
    • Demonstrated Adaptability, Communication, and collaborative work style
    • Ability to follow policies, procedures, and ethical standards

    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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