Senior Family Governance & Wealth Advisor

Charles Schwab Corporation; Westlake (TX); Sur place; USD 120 000 - 180 000; Plein temps

Résumé du poste

Charles Schwab Corporation is seeking a Senior Family Dynamics Specialist within the Family Governance Advisor track. You will serve ultra-high net worth clients, facilitating conversations on the purpose and governance of wealth while guiding families through intergenerational wealth transfer.

The role reports to the People Leader of the Tax, Trust, and Estate Group. This position emphasizes family governance, behavioral insights, and crafting strategies that optimize family harmony and wealth

Qualifications

• Undergraduate degree required.
• FINRA Series 65 (may be obtained with 120-day COE).
• 10+ years’ total professional experience in the financial services industry.
• 10+ years’ experience in family dynamics, governance, financial therapy, counseling, or related fields.
• Polished interpersonal, communication and presentation skills with attention to detail.
• Ability to explain complex concepts in simple terms to clients.

Responsabilités

• Provide resources and guidance to ultra-high net worth clients and families.
• Facilitate conversations on purpose, values and governance of family wealth.
• Support the delivery of Schwab’s modern wealth management experience to expand services for HD families.

Connaissances

Interpersonal skills

Communication skills

Presentation skills

Formation

Bachelor's degree

FINRA Series 65

Description du poste

Charles Schwab Corporation is seeking a Senior Family Dynamics Specialist within the Family Governance Advisor track. You will serve ultra-high net worth clients, facilitating conversations on the purpose and governance of wealth while guiding families through intergenerational wealth transfer.

The role reports to the People Leader of the Tax, Trust, and Estate Group. This position emphasizes family governance, behavioral insights, and crafting strategies that optimize family harmony and wealth