- Charles Schwab (Westlake, TX)
- **Your opportunity** As a Schwab Senior Wealth Consultant at Charles Schwab you are responsible for providing high-touch service, on-going comprehensive guidance ... and lending needs. + Manage a practice of primarily Ultra -HNW clients; provide world-class service to clients with complex...Wealth Management solutions, and client promoter scores + Partner with wealth specialists to offer solutions… more
- Charles Schwab (Westlake, TX)
- **Your opportunity** As part of our Wealth Services 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...the Sr. Wealth Consultant , the Wealth Consultant Partner will deliver… more
- City National Bank (Irvine, CA)
- …administration review of all potential new trust or investment business. Partner with Business Development colleagues (Banker, Financial Advisor, Portfolio Manager, ... you will help deliver tailored financial solutions to high- and ultra -high-net-worth families, select professional services firms and select nonprofits. Exceptional,… more