Sr Wealth Consultant Partner - Ultra High Net Worth

Your Opportunity

At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. 

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. 

The Senior Wealth Consultant Partner position is part of the Branch Network which is primarily responsible for providing Wealth Management to individuals and families to meet their financial needs. In partnership with the Sr. Wealth Consultants, the Sr Wealth Consultant Partner will support the growth and management of an affluent wealth management practice. This includes servicing clients, growing client relationships, and delivering advice with the practice clients of the Sr. Wealth Consultant. The Sr Wealth Consultant Partner will help grow the practice by partnering with their Sr. FC to pursue business development opportunities.   

To learn more about our client offerings visit: Charles Schwab - Investor Services

What you have

Required minimum skills and qualifications are:

• A valid and active Series 7 license is required (license may be obtained under a condition of employment through Branch Network Licensing Program)  
• A valid and active Series 66 (63/65) license required (license(s) may be obtained under a condition of employment) 
• 3 years of experience in the financial services industry preferred 
• Results driven, highly motivated self-starter who possesses integrity, a strong work ethic and a passion for helping clients 
• Strong written and verbal communication skills 
• Proven track record to handle several tasks simultaneously and effectively prioritize 
• Aptitude for, and experience in, identifying new relationship development 
• Show a genuine interest in staying current on market events and ability to understand the implications for clients 
• Ability to uncover and meet client needs and effectively manage client expectations 
• Ability to build and maintain good cross-enterprise working relationships 
• Responsible for understanding and aligning with applicable policies and procedures and applying ethical standards to every business activity in which they engage 
• Maintain the highest ethical standards in the conduct of their business activities and professional dealings and to avoid even the appearance of impropriety 
• There is a minimum time-in-position expectation of 2 years 
• May be asked to become a Notary

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. 

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