VP, Sr. Wealth Consultant - Westlake, TX

Position Type: Regular 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): Westlake, TX 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 l 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 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 (/summary-of-benefits) 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