Charles Schwab · 1 day ago
Wealth Consultant Partner - Ultra High Net Worth- Orlando, FL
Orlando, FL
Contract
Onsite
Mid Level
3+ years expCharles Schwab is a leading financial services company, and they are seeking a Wealth Consultant Partner to provide high-touch service and ongoing support for ultra-high net worth clients. The role involves deepening client relationships, providing financial advice, and collaborating with Senior Wealth Consultants to deliver exceptional service and manage client accounts.
Financial Services
Responsibilities
Provide direct, dedicated support for Sr. Wealth Consultant(s) and their practice clients
Interface with existing practice clients via inbound, proactive and follow-up phone calls, and email as well as face to face interactions
Deepen new and existing client relationships by proactively and reactively uncovering additional business development opportunities and in partnership with your Sr. Wealth Consultant(s) to close the business
Provide advice to include suitability, recommendations, and planning for practice clients in partnership with your Sr. Wealth Consultant(s)
Build, refresh, and deliver financial plans for practice clients in partnership with your Sr. Wealth Consultant(s)
Update and compile client information through Schwab’s internal customer relationship management (CRM) tool
Identify leads and proactively generate ideas to connect with clients and prospects
Set and prepare for appointments, e.g., review planning status, life events, suitability updates
Manage and perform activities in preparation for, and following, client appointments with designated Sr. Wealth Consultant(s)
Manage local event administration including venue identification, scheduling, contract negotiation, invitation creation, attendance confirmation, development of client presentations, and follow-up post-event with clients and prospects
Support the business development and relationship building activities of the Sr. Wealth Consultant(s) by following up on referrals and engaging with prospective clients
Leverage key business partners (Partner Support & Pinnacle) to resolve, research, and respond to client inquiries and issues as well as ensure operational tasks are completed
Partner with Sr. Wealth Consultant(s) to ensure we are providing an exceptional experience for clients ultimately improving client promoter score for the branch
Participate in or conduct the initial client on-boarding process
Assist Sr. Wealth Consultant(s) with client segmentation and client engagement blue prints; leverage Connect mailings, branch workshops, as well as regional/national events
Qualification
Required
Bachelor's degree or equivalent work related experience
A valid and active Series 7 license is required (may be obtained under a condition of employment)
A valid and active Series 66 (63/65) license is required (may be obtained under a condition of employment)
Notary certification (may be obtained after hire)
Minimum of 3 years of financial services experience is strongly preferred
Passion for the client with the ability to strengthen and retain client relationships
Results driven, highly motivated self-starter who possesses integrity, a strong work ethic and a passion for helping clients
Demonstrated experience handling client concerns and issues with tact and diplomacy
Strong written and verbal communication skills
Demonstrated ability to handle multiple 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
Demonstrated ability to be agile in changing environmental, economic, and client need scenarios
Operational and/or project management experience
Strong organizational skills with attention to detail
Ability to develop and maintain good cross-enterprise working relationships
Strong problem-solving skills
Advanced technical skills, with the ability to utilize different applications at one time, including Windows, internet researching, database systems, and email
Collaborative and team-based work style
Ability to retain and execute upon complex information with relative ease
Responsible for understanding and complying 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
Benefits
401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 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
Company
Charles Schwab
We have plans for every turn you take.
10001+ employees
H1B Sponsorship
Charles Schwab has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (579)
2024 (468)
2023 (455)
2022 (705)
2021 (483)
2020 (282)
Funding
Current Stage
Late StageLeadership Team
J
Jim McGreevy
Senior Project Manager
Recent News
2025-10-04
Morningstar.com
2025-09-28
Company data provided by crunchbase