Senior Tax & Estate Advisor for High‑Net‑Worth Clients

Charles Schwab Careers; New York (NY); On-site; USD 120,000 - 180,000; Full time

Job summary

Schwab's Wealth and Advice Solutions organization seeks a High Net Worth Tax, Trust and Estate Specialist to deliver sophisticated guidance on fiduciary, trust and income tax matters for entrepreneurs and affluent families. The Wealth Specialist will be a subject matter authority for client needs and collaborate across Schwab Wealth Advisory.

The role requires a Bachelor's degree, experience with high-net-worth clients, and active FINRA Series 65 or equivalent.

Qualifications

• Bachelor's degree required.
• JD, LLM, CPA, CTFA or AEP strongly preferred.
• Active FINRA Series 65 or equivalent may be required (may be obtained with a 120-day condition of employment).
• Extensive experience advising high net worth clients.

Responsibilities

• Develop and handle strong relationships with Schwab Wealth Advisory team.
• Serve as in-house subject matter authority on trust, estate and income tax questions.
• Identify unstated client needs and present Schwab services where relevant.
• Present to groups to share expertise and drive referrals.
• Educate internal partners to support client needs and referrals.
• Apply experience in Tax, Trust and Estate to serve a growing Investment Advisor Services sector.
• Travel approximately 10% to 25%.

Skills

Relationship building

Communication

Presentation skills

Analytical skills

Client service

Education

Bachelor's degree

JD/LLM/CPA/CTFA/AEP

Job description

Schwab's Wealth and Advice Solutions organization seeks a High Net Worth Tax, Trust and Estate Specialist to deliver sophisticated guidance on fiduciary, trust and income tax matters for entrepreneurs and affluent families. The Wealth Specialist will be a subject matter authority for client needs and collaborate across Schwab Wealth Advisory.

The role requires a Bachelor's degree, experience with high-net-worth clients, and active FINRA Series 65 or equivalent.