Senior Family Governance & Wealth Dynamics Advisor

Charles Schwab; Austin (TX); Hybride; USD 140 000 - 230 000; Plein temps

Avantages offerts par ce poste

401(k) with company match

Employee stock purchase plan

Vacation, volunteering, 28-day sabbat?

Parental leave

Tuition reimbursement

Health, dental, and vision insurance

Résumé du poste

Charles Schwab seeks a Senior Family Dynamics Specialist to advise ultra-high net worth families on governance and wealth planning. You will facilitate discussions, guide strategic decisions, and support family harmony and legacy in a complex, cross-functional environment.

Join a team focused on trusted guidance, deep client relationships, and a flexible hybrid work model that balances in-person collaboration with remote flexibility.

Qualifications

• Undergraduate degree required.
• FINRA Series 65 required or can be obtained within 120 days.
• 10+ years in financial services.
• 10+ years in family dynamics, governance, or related fields.
• Strong interpersonal, communication and presentation skills.
• Ability to explain complex concepts in clear terms.
• Experience with high net worth clients and family governance.
• Rapport-building with confidential clients.
• Licensing expectations may evolve in the role.

Responsabilités

• Provide resources and guidance to promote multigenerational wealth and family harmony.
• Facilitate conversations with ultra-high net worth clients and their families.
• Support wealth transfer discussions at the intersection of financial and non-financial factors.
• Collaborate with Tax, Trust and Estate teams to deliver services.
• Contribute to Schwab’s modern wealth management experience and hybrid work model.

Connaissances

Interpersonal skills

Communication skills

Presentation skills

Relationship building

Attention to detail

Explain complex concepts

Formation

Undergraduate degree

Master’s degree

Description du poste

Charles Schwab seeks a Senior Family Dynamics Specialist to advise ultra-high net worth families on governance and wealth planning. You will facilitate discussions, guide strategic decisions, and support family harmony and legacy in a complex, cross-functional environment.

Join a team focused on trusted guidance, deep client relationships, and a flexible hybrid work model that balances in-person collaboration with remote flexibility.