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On-Site Senior UHNW Wealth Consultant
Job in
Westlake, Cuyahoga County, Ohio, 44145, USA
Listed on 2026-09-07
Listing for:
CFA Institute
Full Time
position Listed on 2026-09-07
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
Schwab is seeking a Senior Wealth Consultant in Westlake, TX to deliver high-touch, relationship-based guidance to Ultra High Net Worth clients across a wide spectrum of investment needs, including planning, estate, retirement, and lending. You will collaborate with wealth specialists and maintain robust client relationships.
The role emphasizes deep client engagement, regulatory awareness, and cross-functional teamwork to provide holistic financial solutions and sustainable outcomes.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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