VP, Senior Wealth Consultant
2 weeks ago
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 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 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. 401(k) with company match and Employee stock purchase plan ~ Paid parental leave and family building benefits ~ Tuition reimbursement ~ Health, dental, and vision insurance
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VP, Senior Wealth Consultant
4 weeks ago
North Bethesda, MD, United States Charles Schwab Full timePosition 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,...
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VP, Senior Wealth Consultant
1 week ago
North Bethesda, MD, United States Charles Schwab Full timePosition Type: Regular Remember to check your CV before applying Also, ensure you read through all the requirements related to this role. 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...
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VP, Senior Wealth Consultant
1 week ago
Bethesda, MD, United States Charles Schwab Full timePosition Type: Regular Find out more about this role by reading the information below, then apply to be considered. 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...
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VP, Senior Wealth Consultant
2 weeks ago
NORTH BETHESDA, United States Charles Schwab Full timePosition Type: RegularYour 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, VAAt Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping...
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VP, Senior Wealth Consultant
7 days ago
NORTH BETHESDA, United States Charles Schwab Full timePosition Type: RegularYour 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,...
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VP, Senior Wealth Consultant
1 week ago
North Bethesda, United States Charles Schwab Full timePosition 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,...
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VP, Senior Wealth Consultant
7 days ago
North Bethesda, United States Charles Schwab Full timeYour 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...
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VP, Senior Wealth Consultant
4 days ago
NORTH BETHESDA, United States Charles Schwab Full timePosition Type: RegularYour 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...
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VP, Senior Wealth Consultant
1 week ago
Rockville, MD, United States Charles Schwab Full timePosition Type: Regular Do you have the following skills, experience and drive to succeed in this role Find out below. 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...
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VP, Senior Wealth Consultant
2 weeks ago
Rockville, MD, United States Charles Schwab Full timePosition Type: Regular Do you have the following skills, experience and drive to succeed in this role Find out below. 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...
