VP, Senior Wealth Consultant - Ultra High Net Worth- Orlando, FL jobs in United States
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Charles Schwab · 6 days ago

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

positionUS-FL-Orlando
timeFull-time
remoteOnsite
seniorityMid, Senior Level
money$165K/yr - $215K/yr
date7+ years exp

Charles Schwab is a financial services company empowering its employees to make an impact on their careers. The Senior Wealth Consultant is responsible for providing high-touch service and comprehensive guidance to Ultra High Net Worth clients, managing complex portfolios and delivering tailored financial strategies.

Financial Services
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H1B Sponsor Likelynote

Responsibilities

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
Demonstrate proficiency in deepening relationships with clients, from engagement and discovery to gaining commitment and ongoing service

Qualification

Wealth Management expertiseFINRA Series 7 licenseFINRA Series 66 licenseLife & Health insuranceCFACFP designationFinancial services experienceUltra-HNW client experienceClient engagementCommunication skillsTeam collaborationProblem solving

Required

Active & valid FINRA Series 7 license
Active & valid FINRA Series 66 (63/65) license
Active & valid Life & Health insurance
7+ years financial services industry experience
2+ years Ultra- HNW client experience

Preferred

Wealth Management designation, e.g., Certified Wealth Strategist (CWS), CFA or CFP highly preferred
Bachelor's degree highly preferred

Benefits

This role is also eligible for bonus or incentive opportunities

Company

Charles Schwab

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We have plans for every turn you take.
dateFounded in 1973
location
San Francisco, California, USA
people-size10001+ employees
web-link
https://www.schwab.com/

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 Stage

Leadership Team

J
Jim McGreevy
Senior Project Manager
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