VP, Senior Wealth Consultant - Ultra High Net Worth- Westlake, TX

** 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 lead change within self and others positively

** 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.

** Preferred Qualifications*
* + Wealth Management designation, e.g., Certified Wealth Strategist (CWS), CFA or CFP highly preferred

+ Bachelor's degree highly preferred

*
* Required Qualifications:

Must have:*
* + Active & valid FINRA Series 7 license

+ Active & valid FINRA Series 66 (63/65) license

+ Active & valid Life & Health insurance

+ 7+ years financial services industry experience

+ 2+ years Ultra- HNW client experience

** 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

What's in it for you:

At Schwab, we're committed to empowering our employees' personal and…