VP, Sr. Wealth Consultant - Westlake, TX

About the role

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, TX.

Responsibilities

• Provide high-touch service, on-going comprehensive guidance and advice to clients in the context of a dedicated relationship.
• 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.

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

Qualifications

• Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), Certified Wealth Strategist (CWS), Certified Housing Counselor (CHFC), or Certified Retirement Counselor (CPWA) designation preferred
• Bachelor’s degree

Benefits

• 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

Pay

*In addition to a base salary (range posted), this role is also eligible for bonus or incentive opportunities*

Schedule

Work on site in the specified location(s): Westlake, TX