Charles Schwab · 12 hours ago
VP, Senior Wealth Consultant - Ultra High Net Worth- Westlake, TX
Westlake, TX, US
Full-time
Onsite
Mid, Senior Level
$165K/yr - $230K/yr
7+ years expCharles Schwab is a leading financial services firm, and they are seeking a Senior Wealth Consultant to provide high-touch service and comprehensive guidance to Ultra High Net Worth clients. The role involves managing complex portfolios, developing customized financial strategies, and partnering with wealth specialists to meet diverse client needs.
Financial Services
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
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
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)
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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
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