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
Your Opportunity
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.
We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in Orlando, FL
In addition to a base salary (range posted), this role is eligible for bonus or incentive opportunities.
As a Senior Wealth Consultant, you will provide high-touch, ongoing advice to ultra-high-net-worth (UHNW) clients while delivering comprehensive wealth management strategies.
What You Will Do
- Manage a portfolio of UHNW clients
- Drive growth through retention, acquisition, and AUM expansion
- Develop customized financial strategies
- Partner with specialists across banking, lending, and trust
- Guide clients through retirement income strategies
- Identify life event triggers to deepen relationships
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
Additional Requirements
- Applicants must be currently authorized to work in the United States on a full-time basis without employer sponsorship.
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
