Senior Tax, Trust & Estate Strategy Lead

Charles Schwab; Walnut Creek (CA); On-site; USD 140,000 - 210,000; Full time

Benefits offered by this job

Bonus eligibility

Hybrid Work and Flexibility

Healthcare benefits

Job summary

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).

Qualifications

• 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%.

Responsibilities

• 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.

Skills

Relationship building

Presentation skills

Strong communication

Analytical skills

Client service

Education

Bachelor's degree

JD/LLM/CPA/CTFA/AEP

Job description

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).