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Vice President, Senior Wealth Advisor

2 months ago

Roanoke, Virginia, United States Charles Schwab Full time
Your Role

As a Senior Wealth Advisor at Charles Schwab, you will be tasked with delivering exceptional service and ongoing comprehensive guidance to clients within a dedicated relationship framework. The Wealth Consultant engages with a diverse range of investment requirements to assist clients in managing substantial and intricate portfolios. Supporting our clients' wealth management objectives encompasses, but is not limited to: financial planning, estate planning, investment management, retirement planning, education funding, active trading, banking services, insurance, and lending solutions.
  • Oversee a portfolio primarily composed of Ultra-High-Net-Worth clients, providing top-tier service to those with complex wealth management requirements.
  • Maintain existing client relationships, attract new clientele, and drive growth as indicated by Assets Under Management (AUM), Wealth Management solutions, and client satisfaction metrics.
  • Collaborate with wealth specialists to present solutions that include banking, lending, and trust services.
  • Employ a thorough consultative approach to evaluate, analyze, and identify suitable solutions to fulfill client needs based on the extensive offerings of Schwab's Wealth Management.
  • Create tailored financial strategies for both prospective and current clients.
  • Exhibit a comprehensive understanding of assessing suitability and providing appropriate retirement income advice and distribution processes for clients in retirement.
  • Showcase proficiency in enhancing client relationships, from initial engagement and discovery to securing commitment and delivering ongoing service.
Key Competencies:
  • Possesses expertise in wealth management and investment products, including equities, fixed income, mutual funds, and retirement plans; familiar with equity compensation plans, stock options, and annuities.
  • Results-oriented, highly motivated self-starter with integrity, a strong work ethic, and a passion for assisting clients in achieving their financial aspirations.
  • Demonstrates a proactive approach and a commitment to attaining sustainable outcomes.
  • Adept at listening to client needs and making informed decisions that facilitate the achievement of their long-term objectives.
  • Understands and adheres to risk management, supervision, and control guidelines to ensure optimal client outcomes, while fostering a strong culture of compliance and adherence to Schwab's high standards.
  • Exhibits sound judgment in selecting methods and strategies for identifying suitable solutions for clients.
  • Adapts communication style to effectively connect with diverse audiences.
  • Encourages collaboration and teamwork across functions and within the team.
  • Demonstrates resilience and a commitment to continuous learning.
  • Maintains a positive and focused demeanor during periods of pressure, adversity, or change.
  • Actively engages with and supports the success of others.
  • Recognizes life event triggers for clients and leverages this insight to consolidate and retain assets; proven ability to inquire about life events and provide corresponding financial advice.
Exhibits flexibility in adapting to changing environmental, economic, and client needs; demonstrated experience in leading positive change within oneself and others.

Qualifications:
  • Bachelor's degree is highly preferred.
  • Wealth Management designation, such as Certified Wealth Strategist (CWS), CFA, or CFP, is strongly preferred.
  • Professional designations/certifications (e.g., CFP, CFA, MBA, CHFC, CPWA) are preferred.
  • Active and valid FINRA Series 7 license is required.
  • Active and valid FINRA Series 66 (63/65) license is required.
  • Active and valid Life & Health insurance license (or must be obtained within 90 days of employment).
  • 7+ years of industry experience.
In accordance with SAFE Act requirements, all employees involved in residential loan mortgage originations must register with the NMLS registry system and maintain good standing. Registration and compliance with the SAFE Act background check and registration process will be required.

Benefits:

At Schwab, we are dedicated to empowering our employees' personal and professional growth. Our purpose-driven, supportive culture, along with a focus on your development, ensures you have the resources needed to make a meaningful impact in the finance sector. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, client service, and the importance of in-person collaboration.

We provide a competitive benefits package that addresses your overall well-being—both now and in the future:
  • 401(k) with company match and Employee stock purchase plan.
  • Paid time off for vacation, volunteering, and a 28-day sabbatical after every 5 years of service for eligible positions.
  • Paid parental leave and family-building benefits.
  • Tuition reimbursement.
  • Health, dental, and vision insurance.