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): Westlake, TXAt 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.As a Schwab Senior 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. The Senior Wealth Consultant works across a wide spectrum of investment needs to help clients manage large and complex portfolios. Supporting our clients' 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.Manage a practice of primarily Ultra-HNW clients; provide world-class service to clients with complex wealth management needsRetain existing clients, attract new clients, and generate growth as measured by AUM, Wealth Management solutions, and client promoter scoresPartner with wealth specialists to offer solutions including banking, lending and trustTake 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 offerDevelop a customized financial strategy for prospects and existing clientsDemonstrate a thorough understanding around how to assess suitability and recommend appropriate retirement income advice and distribution process for clients living in retirementDemonstrate 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 annuitiesResults driven, highly motivated self-starter who possesses integrity, a strong work ethic, and a passion for helping clients plan for their financial goals and objectivesDemonstrates a bias for action and a commitment to achieving sustainable resultsAble to listen to client's needs and make decisions/take actions that help clients achieve their long-term goalsKnows 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's high standardsDemonstrates good judgment in selecting methods and approaches for finding appropriate solutions for clientsAble to adjust style of communication to best connect with othersDemonstrates and encourages collaboration and teamwork cross functionally and within his/her teamDemonstrates personal resilience and a commitment to continually learnAble to remain positive and focused during times of pressure, adversity, or changeActively engages and helps others succeedUnderstands 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 accordinglyFlexible in changing environmental, economic, and client need scenarios; proven experience demonstrating the ability to lWhat you haveTo ensure that we have fulfilled our promise of 'challenging the status quo,' this role has specific qualifications that successful candidates should have.Required QualificationsSeries 7 licenseSeries 66 (or 63/65)Life & Health Insurance license7+ years financial services experience2+ years Ultra High Net Worth client experiencePreferred QualificationsCFP, CFA, CWS, CHFC, or CPWA designationBachelor's degreeWhat's in it for youAt 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#J-18808-Ljbffr