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VP, Senior Wealth Consultant

7 hours ago

Westlake TX, United States Charles Schwab Full time

Hit Apply below to send your application for consideration Ensure that your CV is up to date, and that you have read the job specs first.
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).
 
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 
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 
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 personal resilience and a commitment to continually learn 
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; Wealth Management designation, e.g., Bachelor’s degree highly preferred
Active & valid Life & Health insurance 
~7+ years financial services industry experience 
~2+ years Ultra- HNW client experience 

 
 
401(k) with company match and Employee stock purchase plan
~ Paid parental leave and family building benefits
~ Tuition reimbursement
~ Health, dental, and vision insurance