Wealth Advisor Consultant, UHNW- Advisor Wealth Services
Your Opportunity
Your opportunity
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
- 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.
- 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.
- 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.
- Champion Schwab’s UHNW offering, clearly articulating Schwab’s differentiated value for UHNW clients and helping advisors distinguish their practices in a competitive marketplace.
- 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.
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.
- Westlake: 3000 Schwab Way, Westlake, TX 76262
- Orlando: 1958 Summit Park Dr, Orlando FL 32810
What you have
Required Experience:
- 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.
- Bachelor’s degree or equivalent work experience, demonstrating the skills and capabilities needed to succeed in a consultative, advisor‑facing role.
- Active and valid FINRA Series 7 and 63 licenses.
- Strong relationshipbuilding and communication skills, with the ability to quickly establish trust and credibility with RIAs, UHNW clients, and internal partners.
- Proven ability to uncover and address complex client needs through consultative conversations, applying sound judgment and deep UHNW expertise.
- Demonstrated success driving outcomes such as client satisfaction, asset growth, and adoption of wealth management solutions through disciplined execution and partnership.
- An energetic, solution-oriented mindset, with a passion for advocating for advisors and helping them grow UHNW client relationships.
Preferred Qualifications:
- Professional designations or advanced education such as CFP®, CFA®, MBA, CHFC®, or CPWA®, reflecting continued development in wealth management or financial planning.
- Direct experience working with High Net Worth (HNW) or UltraHighNetWorth (UHNW) clients.
- In-depth knowledge of Schwab Advisor Services products and services, along with demonstrated brokerage industry knowledge and the ability to navigate complex subject matter.
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
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. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
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
What you are good at
What you have
Required Experience:
- 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.
- Bachelor’s degree or equivalent work experience, demonstrating the skills and capabilities needed to succeed in a consultative, advisor‑facing role.
- Active and valid FINRA Series 7 and 63 licenses.
- Strong relationship building and communication skills, with the ability to quickly establish trust and credibility with RIAs, UHNW clients, and internal partners.
- Proven ability to uncover and address complex client needs through consultative conversations, applying sound judgment and deep UHNW expertise.
- Demonstrated success driving outcomes such as client satisfaction, asset growth, and adoption of wealth management solutions through disciplined execution and partnership.
- An energetic, solution-oriented mindset, with a passion for advocating for advisors and helping them grow UHNW client relationships.
Preferred Qualifications:
- Professional designations or advanced education such as CFP®, CFA®, MBA, CHFC®, or CPWA®, reflecting continued development in wealth management or financial planning.
- Direct experience working with High Net Worth (HNW) or Ultra High Net Worth (UHNW) clients.
- In-depth knowledge of Schwab Advisor Services products and services, along with demonstrated brokerage industry knowledge and the ability to navigate complex subject matter.
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
Why Schwab?
At Schwab, “Own Your Tomorrow” embodies everything we do! We are committed to helping our employees unleash their potential and achieve their dreams. Our employees get to play a central role in disrupting a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth. We’re a modern financial services firm that stands apart from the industry, where you can go as far as your ambition takes you.
Hear from employees: What’s it like to work at Schwab!
The benefits of working at Schwab : a package designed to empower your health, wealth, career and life. Schwab is committed to building a diverse and inclusive workplace where everyone feels valued.
As an equal employment 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 policy.)
Schwab is also an affirmative action employer, focused on advancing women, minorities, veterans, and individuals with disabilities in the workplace. We believe diversity and inclusion are part of our success as a company and our purpose of serving every client with passion and integrity.