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Senior UHNW Wealth Advisor – Westlake, TX
Job in
Westlake, Tarrant County, Texas, USA
Listed on 2026-09-03
Listing for:
Charles Schwab
Full Time
position Listed on 2026-09-03
Job specializations:
-
Finance & Banking
Wealth Management, Portfolio & Asset Management
Job Description & How to Apply Below
Charles Schwab in Westlake, TX seeks a Senior Wealth Consultant to deliver high-touch, comprehensive guidance for Ultra High Net Worth clients. You will manage complex portfolios, lead client relationships, and collaborate with specialists across wealth management, banking, lending, and trust to tailor holistic solutions.
The role emphasizes in-depth consulting, proactive planning, and ongoing service to retain and grow assets while meeting regulatory and risk standards.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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