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VP, Senior Wealth Consultant - Ultra High Net Worth - Orlando, FL

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Charles Schwab logoCharles Schwab · Orlando, FL
Full-timeOn-siteToday
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Responsibilities

  • Manage a portfolio of UHNW clients
  • Drive growth through retention, acquisition, and AUM expansion
  • Develop customized financial strategies
  • Partner with specialists across banking, lending, and trust
  • Guide clients through retirement income strategies
  • Identify life event triggers to deepen relationships
  • What you have
  • To ensure that we have fulfilled our promise of 'challenging the status quo,' this role has specific qualifications that successful candidates should have.
  • Required Qualifications
  • Series 7 license
  • Series 66 (or 63/65)
  • Life & Health Insurance license
  • 7+ years financial services experience
  • 2+ years Ultra High Net Worth client experience

Requirements

  • CFP, CFA, CWS, CHFC, or CPWA designation
  • Bachelor's degree
  • Additional Requirements
  • Applicants must be currently authorized to work in the United States on a full-time basis without employer sponsorship.

Benefits

At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact.We offer a competitive benefits package that takes care of the whole you - both today and in the future:401(k) with company match and Employee stock purchase planPaid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positionsPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance

Additional Information

Pay range: USD $155,000.00 - $225,000.00 / Year Your opportunity 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): Orlando, FL 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 Orlando, FL In addition to a base salary (range posted), this role is eligible for bonus or incentive opportunities. As a Senior Wealth Consultant, you will provide high-touch, ongoing advice to ultra-high-net-worth (UHNW) clients while delivering comprehensive wealth management strategies.

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