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Charles Schwab & Co., Inc Job Title
VP, Senior Wealth Consultant - Ultra High Net Worth

Charles Schwab & Co., Inc

Job Description
Your Opportunity As a Schwab Wealth Consultant at Charles Schwab you are responsible for providing high-touch service, on-going comprehensive guidance and advice to clients in the context of a dedicated relationship.\u202f\u202fThe Wealth Advisor works across a wide spectrum of investment needs to help clients manage large and complex portfolios.\u202f Supporting our clients\u2019 wealth management needs on behalf of our clients includes but is not limited to: financial planning, estate planning, investment management, retirement planning, education planning, active trading, banking, insurance, and lending needs.\u202f    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\u2019s 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.  What you are good at Exhibits wealth management and investment products expertise including equities, fixed income, mutual fund and retirement plans; equity compensation plans, stock options and annuities  Results driven, highly motivated self-starter who possesses integrity, a strong work ethic, and a passion for helping clients plan for their financial goals and objectives  Demonstrates a bias for action and a commitment to achieving sustainable results  Able to listen to client\u2019s needs and make decisions/take actions that help clients achieve their long-term goals  Knows how to follow the proper risk, supervision and controls guidelines to deliver the best outcomes for clients. Exhibits strong culture of compliance, adherence to policy and Schwab\u2019s high standards  Demonstrates good judgment in selecting methods and approaches for finding appropriate solutions for clients  Able to adjust style of communication to best connect with others  Demonstrates and encourages collaboration and teamwork cross functionally and within his/her team  Demonstrates personal resilience and a commitment to continually learn  Able to remain positive and focused during times of pressure, adversity, or change  Actively engages and helps others succeed  Understands life event triggers for clients and leverages this ability to consolidate and retain assets; proven ability to probe clients for life event triggers and provide financial advice accordingly  Remains flexible in changing environmental, economic, and client need scenarios; proven experience demonstrating the ability to lead change within self and others positively  What you have Bachelor\u2019s degree highly preferred   Wealth Management designation, e.g., Certified Wealth Strategist (CWS),\u202fCFA or CFP strongly preferred  Professional designations/certifications (e.g., CFP, CFA, MBA, CHFC, CPWA) preferred   Active & valid FINRA Series 7 license required  Active & valid FINRA Series 66 (63/65) license required   Active & valid Life & Health insurance (or may be obtained within 90 days of employment)  7 years industry experience    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. 

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Arlington, VA

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Postal code: 22203

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