VP, Senior Wealth Consultant - Ultra High Net Worth - Orlando, FL
About The Position
As a Senior Wealth Consultant, you will provide high-touch, ongoing advice to ultra-high-net-worth (UHNW) clients while delivering comprehensive wealth management strategies. 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. We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in Orlando, FL. In addition to a base salary (range posted), this role is eligible for bonus or incentive opportunities.
Requirements
- Series 7 license
- Series 66 (or 63/65)
- Life & Health Insurance license
- 7+ years financial services experience
- 2+ years Ultra High Net Worth client experience
- Currently authorized to work in the United States on a full-time basis without employer sponsorship.
Nice To Haves
- CFP, CFA, CWS, CHFC, or CPWA designation
- Bachelor’s degree
Responsibilities
- Manage a portfolio of UHNW clients
- Drive growth through retention, acquisition, and AUM expansion
- Develop customized financial strategies
- Partner with specialists across banking, lending, and trust
- Guide clients through retirement income strategies
- Identify life event triggers to deepen relationships
Benefits
- Bonus or incentive opportunities
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What This Job Offers
Job Type
Full-time
Career Level
Senior
