VP, Senior Wealth Consultant - Ultra High Net Worth - Orlando, FL
Charles Schwab•Orlando, FL
421d•$165,000 - $225,000
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About The Position
The VP, Senior Wealth Consultant at Charles Schwab is responsible for delivering high-touch service and comprehensive guidance to Ultra High Net Worth (UHNW) clients. This role involves managing complex portfolios and providing tailored financial strategies across various wealth management needs, including financial planning, estate planning, investment management, and more. The consultant will work to retain existing clients, attract new ones, and drive growth in assets under management (AUM) while ensuring compliance with Schwab's high standards.
