Wealth Consultant Partner, Ultra High Net Worth - Westlake, TX
Company: Charles Schwab
Location: Lake Dallas
Posted on: September 24, 2022
Position Type: Regular
As part of our Wealth Advisory team, the Wealth Consultant Partner
is an essential member of an elite team providing high-touch
service and on-going support for the wealth management needs of the
ultra-high net worth client. In partnership with the Wealth
Advisor, the Wealth Consultant Partner will deliver exceptional
service, help to grow and deepen client relationships, while also
delivering advice with the practice clients of the Wealth
What you are good at
As a Wealth Consultant Partner at Charles Schwab, you will operate
in a team-based model partnered with one to three Sr. Financial
Consultants. In a team-based model, tasks can be completed as
directed by your Sr. Financial Consultant(s), in partnership with,
or independently with check-ins:
- Provide direct, dedicated support for Sr. Financial
Consultant(s) and their practice clients.
- Interface with existing practice clients via inbound, proactive
and follow-up phone calls, and email as well as face to face
- Deepen new and existing client relationships by proactively and
reactively uncovering additional business development opportunities
and in partnership with your Sr. Financial Consultant(s) to close
- Provide advice to include suitability, recommendations, and
planning for practice clients in partnership with your Sr.
- Build, refresh, and deliver financial plans for practice
clients in partnership with your Sr. Financial Consultant(s).
- Update and compile client information through Schwab's internal
customer relationship management (CRM) tool.
- Identify leads and proactively generate ideas to connect with
clients and prospects.
- Set and prepare for appointments, e.g., review planning status,
life events, suitability updates.
- Manage and perform activities in preparation for, and
following, client appointments with designated Sr. Financial
- Manage local event administration including venue
identification, scheduling, contract negotiation, invitation
creation, attendance confirmation, development of client
presentations, and follow-up post-event with clients and
- Support the business development and relationship building
activities of the Sr. Financial Consultant(s) by following up on
referrals and engaging with prospective clients.
- Leverage key business partners (Partner Support & Pinnacle) to
resolve, research, and respond to client inquiries and issues as
well as ensure operational tasks are completed.
- Partner with Sr. Financial Consultant(s) to ensure we are
providing an exceptional experience for clients ultimately
improving client promoter score for the branch.
- Participate in or conduct the initial client on-boarding
- Assist Sr. Financial Consultant(s) with client segmentation and
client engagement blue prints; leverage Connect mailings, branch
workshops, as well as regional/national events. To learn more about
the culture at Schwab, click here to meet our people .
What you have
Required minimum skills and qualifications are:
- Bachelor's degree or equivalent work related experience
- A valid and active Series 7 license is required (may be
obtained under a condition of employment)
- A valid and active Series 66 (63/65) license is required (may
be obtained under a condition of employment)
- Notary certification (may be obtained after hire)
- Minimum of 3 years of financial services experience is strongly
- Passion for the client with the ability to strengthen and
retain client relationships
- Results driven, highly motivated self-starter who possesses
integrity, a strong work ethic and a passion for helping
- Demonstrated experience handling client concerns and issues
with tact and diplomacy
- Strong written and verbal communication skills
- Demonstrated ability to handle multiple tasks simultaneously
and effectively prioritize
- Aptitude for, and experience in, identifying new relationship
- Show a genuine interest in staying current on market events and
ability to understand the implications for clients
- Ability to uncover and meet client needs and effectively manage
- Demonstrated ability to be agile in changing environmental,
economic, and client need scenarios
- Operational and/or project management experience
- Strong organizational skills with attention to detail
- Ability to develop and maintain good cross-enterprise working
- Strong problem solving skills
- Advanced technical skills, with the ability to utilize
different applications at one time, including Windows, internet
researching, database systems, and email
- Collaborative and team based work style
- Ability to retain and execute upon complex information with
- Responsible for understanding and complying with applicable
policies and procedures and applying ethical standards to every
business activity in which they engage
- Maintain the highest ethical standards in the conduct of their
business activities and professional dealings and to avoid even the
appearance of impropriety
- There is a minimum time-in-position expectation of 2 years
Pursuant to SAFE Act requirements, all employees engaged in
residential loan mortgage originations must register with the NMLS
registry system and remain in good standing. You will be required
to register and to submit to the required SAFE Act background check
and registration process.
Why work for us?
Own Your Tomorrow embodies everything we do! We are committed to
helping our employees ignite their potential and achieve their
dreams. Our employees get to play a central role in reinventing a
multi-trillion-dollar industry, creating a better, more modern way
to build and manage wealth.
Benefits: A competitive and flexible package designed to empower
you for today and tomorrow. We offer a competitive and flexible
package designed to help you make the most of your life at work and
at home-today and in the future. Explore further .
Schwab is committed to building a diverse and inclusive workplace
where everyone feels valued. As an Equal Opportunity Employer, our
policy is to provide equal employment opportunities to all
employees and applicants without regard to any status that is
protected by law. Please click here to see the policy.
Schwab is an affirmative action employer, focused on advancing
women, racial and ethnic minorities, veterans, and individuals with
disabilities in the workplace. If you have a disability and require
reasonable accommodations in the application process, contact Human
Resources at or call .
TD Ameritrade, a subsidiary of Charles Schwab, is an Equal
Opportunity Employer. At TD Ameritrade we believe People Matter. We
value diversity and believe that it goes beyond all protected
classes, thoughts, ideas, and perspectives.
Keywords: Charles Schwab, Dallas , Wealth Consultant Partner, Ultra High Net Worth - Westlake, TX, Professions , Lake Dallas, Texas
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