Charles Schwab
Westlake, Texas
VP, Sr. Wealth Consultant- Westlake
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Apply to VP, Sr. Wealth Consultant- Westlake at Charles SchwabJob details
- Location
- Westlake, Texas
- Work type
- Onsite
- Compensation
- $165,000 - $225,000/yr
- Posted
- 1 week ago
- Apply on
- career-schwab.icims.com
About this role
Requires Series 7, Series 66 or 63/65, Life & Health Insurance license, 7+ years financial services experience, and 2+ years serving Ultra High Net Worth clients. CFP, CFA, CWS, CHFC, CPWA, and bachelor's degree preferred.
What you'll do at Charles Schwab:
- managing client relationships
- developing financial strategies
- recommending solutions
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