Senior Family Governance Advisor – Wealth & Legacy

Charles Schwab; Westlake (TX); Hybrid; USD 150,000 - 230,000; Full time

Benefits offered by this job

Hybrid work model

401(k) with company match

Employee stock purchase plan

Sabbatical after 5 years

Parental leave and family benefits

Job summary

Charles Schwab seeks a Senior Family Dynamics Specialist to guide ultra-high net worth families through governance and wealth planning. You will facilitate discussions, deliver resources, and support family harmony across generations.

The role reports to the People Leader of the Tax, Trust, and Estate Group and emphasizes cross-functional collaboration within Schwab's Wealth and Advice Solutions organization, with a hybrid work model.

Qualifications

• Undergraduate degree required.
• FINRA Series 65, may be obtained with COE within 120 days.
• 10+ years in financial services and in family dynamics or related fields.
• Strong communication, presentation, and attention to detail.

Responsibilities

• Facilitate conversations with ultra-high net worth clients and families.
• Provide resources and guidance to sustain multi-generational wealth and family legacy.
• Collaborate with tax, trust, and estate groups to support wealth management.

Skills

FINRA Series 65

10+ years financial services

10+ years family dynamics

Interpersonal skills

Complex concepts communication

Client and family wealth understanding

Confidential client engagement

Role evolution readiness

Education

Bachelor’s degree

Master’s degree (preferred)

Job description

Charles Schwab seeks a Senior Family Dynamics Specialist to guide ultra-high net worth families through governance and wealth planning. You will facilitate discussions, deliver resources, and support family harmony across generations.

The role reports to the People Leader of the Tax, Trust, and Estate Group and emphasizes cross-functional collaboration within Schwab's Wealth and Advice Solutions organization, with a hybrid work model.