*In addition to a base salary (range posted), this role is also eligible for bonus or incentive opportunities*
Candidate must reside or be willing to relocate to Bethesda, MD or Tyson's Corner, VA
At 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 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.
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’s 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’s 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 Flexible in changing environmental, economic, and client need scenarios; proven experience demonstrating the ability to lead change within self and others positively What you haveTo ensure that we have fulfilled our promise of "challenging the status quo," this role has specific qualifications that successful candidates should have.
Preferred Qualifications
Wealth Management designation, e.g., Certified Wealth Strategist (CWS), CFA or CFP highly preferred Bachelor’s degree highly preferredRequired Qualifications
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
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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Why work for us?
At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry.
We offer a competitive benefits package to our full-time employees that takes care of the whole you – both today and in the future:
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 Application FAQsSoftware Powered by iCIMS
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