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Wealth Advisor Consultant

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Wealth Advisor Consultant Jobs

Charles Schwab

Hybrid

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Schwab Advisor Services (AS) is the industry leader in providing custody, trading, technology, and practice management services to independent advisory firms. In Advisor Services, Registered Investment Advisors (RIAs) and their clients are at the center of everything we do. We’ve built our business on serving the needs of RIAs and advancing an industry that helps advisors—and the clients they serve—thrive. We work side by side with advisors, providing the support they need to manage their firms and achieve their goals. As part of our continued focus on Wealth Management, Schwab Advisor Services is building out a dedicated Ultra High Net Worth (UHNW) offering—a highly visible, strategic initiative across senior and executive leadership. This offering is designed to help RIAs confidently serve their most sophisticated clients through differentiated solutions, expertise, and support. As an AS UHNW Ambassador, you’ll bring your passion for advisor advocacy, relationship building, and UHNW expertise to a role that blends deep consultative engagement with strategic growth. You’ll partner closely with advisors and internal teams to demonstrate how Schwab delivers differentiated value for UHNW clients—helping Schwab “feel small” by providing personalized, high‑impact experiences. When you join us, you’ll be supported by leaders who champion your growth and empower you to own your tomorrow while helping advisors deliver exceptional outcomes for their most complex client relationships. Key Outcomes & Responsibilities<ul><li>Serve as a trusted UHNW advocate for advisors, proactively identifying opportunities to deliver value and guiding RIAs through Schwab’s premium benefits, solutions, and services designed for UHNW clients.</li><li>Deliver discovery‑led, consultative engagement, applying strong listening and relationship‑building skills to uncover the unique needs, goals, and aspirations of advisors and their UHNW clientele.</li><li>Leverage Schwab’s UHNW‑focused capabilities—including investment management, estate and retirement planning, lending, and concierge services—to tailor recommendations that strengthen client relationships and support advisor growth.</li><li>Champion Schwab’s UHNW offering, clearly articulating Schwab’s differentiated value for UHNW clients and helping advisors distinguish their practices in a competitive marketplace.</li><li>Contribute to the strategic growth of the UHNW offering by expanding relationships, identifying new opportunities, and continually promoting Schwab’s wealth management platform within the RIA community.</li></ul> We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site 4 days a week in the specified location(s). <ul><li style="margin-bottom: 0in;">Westlake: 3000 Schwab Way, Westlake, TX 76262 </li><li style="margin-bottom: 0in;">Orlando: 1958 Summit Park Dr, Orlando FL 32810</li></ul>To learn more about our Advisor Services business, please visit our website at: https://advisorservices.schwab.com 

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Required Experience: <ul style="margin: 0px; padding: 0px; font-family: verdana;"><li style="margin: 0px 0px 0px 24px; padding: 0px; font-size: 9pt; font-family: Verdana, Verdana_MSFontService, sans-serif;" aria-setsize="-1" data-leveltext="" data-font="Symbol" data-listid="5" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"multilevel"}" data-aria-posinset="1" data-aria-level="1">7+ years of financial services experience, including 2+ years supporting RIAs and/or UHNW clients, with a strong understanding of the wealth management and UHNW landscape. </li></ul><ul style="margin: 0px; padding: 0px; font-family: verdana;"><li style="margin: 0px 0px 0px 24px; padding: 0px; font-size: 9pt; font-family: Verdana, Verdana_MSFontService, sans-serif;" aria-setsize="-1" data-leveltext="" data-font="Symbol" data-listid="5" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"multilevel"}" data-aria-posinset="2" data-aria-level="1">Bachelor’s degree or equivalent work experience, demonstrating the skills and capabilities needed to succeed in a consultative, advisor‑facing role. </li></ul><ul style="margin: 0px; padding: 0px; font-family: verdana;"><li style="margin: 0px 0px 0px 24px; padding: 0px; font-size: 9pt; font-family: Verdana, Verdana_MSFontService, sans-serif;" aria-setsize="-1" data-leveltext="" data-font="Symbol" data-listid="5" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"multilevel"}" data-aria-posinset="3" data-aria-level="1">Active and valid FINRA Series 7 and 63 licenses. </li></ul><ul style="margin: 0px; padding: 0px; font-family: verdana;"><li style="margin: 0px 0px 0px 24px; padding: 0px; font-size: 9pt; font-family: Verdana, Verdana_MSFontService, sans-serif;" aria-setsize="-1" data-leveltext="" data-font="Symbol" data-listid="5" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"multilevel"}" data-aria-posinset="4" data-aria-level="1">Strong relationship building and communication skills, with the ability to quickly establish trust and credibility with RIAs, UHNW clients, and internal partners. </li></ul><ul style="margin: 0px; padding: 0px; font-family: verdana;"><li style="margin: 0px 0px 0px 24px; padding: 0px; font-size: 9pt; font-family: Verdana, Verdana_MSFontService, sans-serif;" aria-setsize="-1" data-leveltext="" data-font="Symbol" data-listid="5" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"multilevel"}" data-aria-posinset="5" data-aria-level="1">Proven ability to uncover and address complex client needs through consultative conversations, applying sound judgment and deep UHNW expertise. </li></ul><ul style="margin: 0px; padding: 0px; font-family: verdana;"><li style="margin: 0px 0px 0px 24px; padding: 0px; font-size: 9pt; font-family: Verdana, Verdana_MSFontService, sans-serif;" aria-setsize="-1" data-leveltext="" data-font="Symbol" data-listid="5" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"multilevel"}" data-aria-posinset="6" data-aria-level="1">Demonstrated success driving outcomes such as client satisfaction, asset growth, and adoption of wealth management solutions through disciplined execution and partnership. </li><li style="margin: 0px 0px 0px 24px; padding: 0px; font-size: 9pt; font-family: Verdana, Verdana_MSFontService, sans-serif;" aria-setsize="-1" data-leveltext="" data-font="Symbol" data-listid="5" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"multilevel"}" data-aria-posinset="7" data-aria-level="1">An energetic, solution-oriented mindset, with a passion for advocating for advisors and helping them grow UHNW client relationships. </li></ul> Preferred Qualifications: <ul style="margin: 0px; padding: 0px; font-family: verdana;"><li style="margin: 0px 0px 0px 24px; padding: 0px; font-size: 9pt; font-family: Verdana, Verdana_MSFontService, sans-serif;" aria-setsize="-1" data-leveltext="" data-font="Symbol" data-listid="4" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"hybridMultilevel"}" data-aria-posinset="1" data-aria-level="1">Professional designations or advanced education such as CFP®, CFA®, MBA, CHFC®, or CPWA®, reflecting continued development in wealth management or financial planning. </li></ul><ul style="margin: 0px; padding: 0px; font-family: verdana;"><li style="margin: 0px 0px 0px 24px; padding: 0px; font-size: 9pt; font-family: Verdana, Verdana_MSFontService, sans-serif;" aria-setsize="-1" data-leveltext="" data-font="Symbol" data-listid="4" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"hybridMultilevel"}" data-aria-posinset="2" data-aria-level="1">Direct experience working with High Net Worth (HNW) or Ultra High Net Worth (UHNW) clients. </li><li style="margin: 0px 0px 0px 24px; padding: 0px; font-size: 9pt; font-family: Verdana, Verdana_MSFontService, sans-serif;" aria-setsize="-1" data-leveltext="" data-font="Symbol" data-listid="4" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"hybridMultilevel"}" data-aria-posinset="3" data-aria-level="1">In-depth knowledge of Schwab Advisor Services products and services, along with demonstrated brokerage industry knowledge and the ability to navigate complex subject matter. </li></ul> In addition to the salary range, this role is also eligible for bonus or incentive opportunities. 

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Wealth Advisor Consultant, UHNW- Advisor Services

7+ years in financial services; 2+ years with RIAs/UHNW clients; FINRA Series 7 and 63; strong relationship skills.

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Wealth Advisor Consultant Jobs in Orlando, FL, US

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