VP, Senior Wealth Consultant - Ultra High Net Worth - Orlando, FL

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

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.

The
Senior Wealth Consultant delivers comprehensive, relationship-led advice to Ultra High Net Worth (UHNW) clients. This role manages a dedicated portfolio and provides tailored financial strategies across the full wealth spectrum, driving client outcomes, retention, and growth.

• Builds and maintains deep, trust-based relationships with UHNW clients
• Proactively engages clients to understand evolving needs, goals, and life events
• Delivers a high-touch service experience that drives loyalty and retention

• Develops and implements customized financial strategies across:
  • Investment management
  • Retirement income planning
  • Estate and legacy planning
  • Banking, lending, and insurance solutions
• Assesses client suitability and aligns recommendations to goals and risk tolerance

• Identifies client priorities through structured discovery and active listening
• Uses life event triggers to provide timely, relevant financial advice
• Translates complex financial concepts into clear, actionable guidance

• Expands client relationships through additional solutions and wallet share
• Attracts new UHNW clients through consultative engagement
• Drives measurable results aligned to AUM growth and client satisfaction

• Partners with internal specialists (trust, lending, banking) to deliver holistic solutions
• Navigates internal resources to meet complex client needs

• Adheres to regulatory requirements, policies, and supervisory controls
• Demonstrates sound judgment in recommending appropriate client solutions

• Demonstrates deep knowledge of:
  • Equities, fixed income, mutual funds
  • Retirement plans and income strategies
  • Equity compensation, stock options, annuities

• Effectively uncovers client needs and aligns solutions
• Builds credibility and gains commitment from UHNW clients

• Applies sound judgment to deliver appropriate financial strategies
• Balances client goals, risk tolerance, and long-term outcomes

• Communicates complex information in a clear, tailored manner
• Adjusts style to connect effectively with diverse client profiles

• Demonstrates accountability for client outcomes and business growth
• Takes initiative and follows through to achieve measurable results

• Navigates changing market conditions and client needs
• Maintains focus and effectiveness under pressure

• Works effectively across teams to deliver integrated client solutions
• Contributes to a culture of support and shared success

• Applies regulatory knowledge and adheres to Schwab standards
• Demonstrates strong risk awareness in all client interactions

To ensure that we have fulfilled our promise of "challenging the status quo," this role has specific qualifications that successful candidates should have.

• 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

• CFP, CFA, CWS, CHFC, or CPWA designation
• Bachelor’s degree