VP, Senior Wealth Consultant - Ultra High Net Worth - Orlando, FL
Pay range: USD $155,000.00 - $225,000.00 / Year
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): Orlando, FL
Your Opportunity
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.
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.
What You Will Do
- 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
What you have
To ensure that we have fulfilled our promise of 'challenging the status quo,' this role has specific qualifications that successful candidates should have.
Required Qualifications
- 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
Preferred Qualifications
- CFP, CFA, CWS, CHFC, or CPWA designation
- Bachelor's degree
Additional Requirements
- Applicants must be currently authorized to work in the United States on a full-time basis without employer sponsorship.
What's in it for you
At 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 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
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Perks and Benefits
Health and Wellness
- Health Insurance
- Dental Insurance
- Vision Insurance
- Life Insurance
- Short-Term Disability
- Long-Term Disability
- FSA
- FSA With Employer Contribution
- HSA
- HSA With Employer Contribution
- Pet Insurance
- Mental Health Benefits
Parental Benefits
- Birth Parent or Maternity Leave
- Non-Birth Parent or Paternity Leave
- Fertility Benefits
- Adoption Assistance Program
- Family Support Resources
- Adoption Leave
Work Flexibility
- Hybrid Work Opportunities
Office Life and Perks
- Commuter Benefits Program
- Snacks
- Company Outings
- On-Site Cafeteria
- Holiday Events
Vacation and Time Off
- Paid Vacation
- Paid Holidays
- Personal/Sick Days
- Sabbatical
- Leave of Absence
- Volunteer Time Off
Financial and Retirement
- 401(K) With Company Matching
- Stock Purchase Program
- Performance Bonus
- Financial Counseling
Professional Development
- Tuition Reimbursement
- Promote From Within
- Shadowing Opportunities
- Access to Online Courses
- Internship Program
- Associate or Rotational Training Program
Diversity and Inclusion
- Employee Resource Groups (ERG)