Director, Tax, Trust & Estate Specialist

Charles Schwab; Walnut Creek (CA); Vor Ort; USD 140.000 - 210.000; Vollzeit

Benefits dieser Stelle

Bonus eligibility

Hybrid Work and Flexibility

Healthcare benefits

Zusammenfassung

Charles Schwab Wealth and Advice Solutions seeks a Wealth Strategy Tax, Trust and Estate specialist to deliver highly sophisticated advice for entrepreneurs and high-net-worth individuals with complex financial needs. You will collaborate with Schwab Wealth Advisory teams, addressing estate, trust and income tax issues while identifying unmet client needs.

The role requires a Bachelor's degree and an active FINRA Series 65 license (or equivalent).

Qualifikationen

• Bachelor's degree required.
• Active FINRA Series 65 license or equivalent (may be obtained with a 120-day condition of employment).
• Extensive experience advising high net worth clients.
• Ability to build strong internal relationships with Wealth Advisor teams.
• Travel approximately 10% to 25%.

Aufgaben

• Develop and handle strong relationships with Schwab Wealth Advisory teams.
• Serve as an in-house subject matter authority on sophisticated trust, estate and income tax questions.
• Uncover unstated client needs to offer additional Schwab services.
• Present to large and small groups to share expertise with key partners
• Educate internal partners to support client referrals and cross-sell.

Kenntnisse

Relationship building

Presentation skills

Strong communication

Analytical skills

Client service

Ausbildung

Bachelor's degree

JD/LLM/CPA/CTFA/AEP

Jobbeschreibung

Your opportunity

At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.

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.

Wealth and Advice Solutions is Schwab's comprehensive Wealth Management organization filled with talent that excels at personal relationships, specialized service and providing ongoing advice built on Schwab’s approach to investing. The Wealth Strategies Consulting Group addresses complex wealth management needs of clients through our Planning and Wealth Strategy teams. Additionally, they provide specialized products to meet income generation, risk mitigation, and liquidity needs.

The Tax, Trust and Estate specialist role is a part of a specialized team that provides great value and benefits to Schwab clients. This offering provides depth and value to the clients of branch partners and Schwab Wealth Advisory Investment Advisors. The goal of the relationship is to work through client’s sophisticated needs in Tax, Trust, and Estates that among other things that could result in a large amount of savings to the end client. This position will require you to provide detailed, highly sophisticated advice to entrepreneurs and other high-net-worth individuals with sophisticated financial affairs, substantial business interests, large family estates and investment portfolios requiring careful attention.

The Wealth Specialist will be the subject matter authority in all implications of a clients Tax, Trust and Estate needs.

What you have

• Develop and handle strong relationships with Schwab Wealth Advisory team.
• Function as an in-house subject matter authority on sophisticated trust, estate and income tax questions and issues.
• Uncover unstated needs from the clients to offer additional Schwab services where relevant
• Present to large and small groups to share your expertise and the offering to key partners
• Educate internal partners on your skills and ability to support their clients to drive referrals
• Apply your previous experiences in Tax, Trust and Estate to supply to a growing sector of Investment Advisor Services

We believe that our values have helped us to build both a successful business model and an outstanding work environment. We value partnership, integrity, exceptional client service, open communication, and adaptability to change.

• Bachelor's degree required
• Previous experience as a Tax, Trust, and Estate attorney strongly preferred
• At least one of the following is required; JD, LLM, CPA, CTFA, AEP
• Active FINRA Series 65 license or equivalent required (may be obtained with a 120-day condition of employment)
• Extensive experience advising high net worth clients
• Ability to build strong internal relationships due to working closely with Wealth Advisor within Schwab Wealth Advisory
• Shown experience in discovering unstated needs through diagnostic information gathering
• Excellent presentation skills and demonstrated success in a collaborative environment
• Strong verbal and written communication, listening, interpersonal, client service, networking and analytical skills
• Ability to demonstrate exceptional interpersonal effectiveness when working with high-net-worth clients
• Travel approximately 10% to 25%

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