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 4 days a week in the specified location(s).
Westlake: 3000 Schwab Way, Westlake, TX 76262
Orlando: 1958 Summit Park Dr, Orlando FL 32810
To learn more about Schwab & our Advisor Services business, please visit our website at:
Wealth Management Services | Schwab Advisor Services (https://advisorservices.schwab.com/why-schwab/wealth-services)
Advising HNW & Institutions | Advisor Services
The RIA industry is just getting started (https://www.aboutschwab.com/mss/story/the-ria-industry-is-just-getting-started)
What you have
Successful candidates will be able to demonstrate experience and/or strong expertise of the unique needs of UHNW clients and the RIAs who serve them. The finalist interview process includes an Ultra High Net Worth case study where the candidate will need to demonstrate their discovery techniques and executive presentation skills.
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's in it for you:
At Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry. 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
Schwab is an affirmative action employer, focused on employing and advancing in employment, qualified women, racial and ethnic minorities, protected 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 applicantaccessibility@schwab.com or call 800-275-1281.
