Senior Wealth Tax & Estate Advisor

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

Benefits offered by this job

401(k) with company match

Paid vacation and sabbatical program

Parental leave and family benefits

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Schwab is seeking a Wealth Strategy Tax, Trust and Estate specialist to serve high-net-worth clients, providing sophisticated guidance on trust, estate and income tax matters. You will collaborate with the Schwab Wealth Advisory team and partners to uncover client needs, present to groups, and drive referrals.

Role emphasizes in-person collaboration, advanced credentials, and strong relationship-building skills, with travel up to 25%. Eligible for bonus opportunities in addition to salary.

Qualifications

• Bachelor's degree required.
• JD, LLM, CPA, CTFA or AEP credentials strongly preferred.
• Active FINRA Series 65 license or equivalent (may be obtained within 120 days).
• Extensive experience advising high net worth clients.

Responsibilities

• Develop and handle strong relationships with Schwab Wealth Advisory team.
• Function as an in-house subject matter authority on sophisticated trust, estate and income tax questions.
• Uncover unstated client needs to offer additional Schwab services when relevant.
• Present to large and small groups to share expertise with key partners.
• Educate internal partners to drive referrals and support client needs.
• Apply Tax, Trust and Estate experience to serve high-net-worth clients.

Skills

Relationship building

Public speaking

Needs discovery

Tax & estate expertise

Client services

Interpersonal skills

Education

Bachelor's degree

JD/LLM/CPA/CTFA/AEP

Job description

Schwab is seeking a Wealth Strategy Tax, Trust and Estate specialist to serve high-net-worth clients, providing sophisticated guidance on trust, estate and income tax matters. You will collaborate with the Schwab Wealth Advisory team and partners to uncover client needs, present to groups, and drive referrals.

Role emphasizes in-person collaboration, advanced credentials, and strong relationship-building skills, with travel up to 25%. Eligible for bonus opportunities in addition to salary.