Wealth Tax & Estate Strategy Lead

Charles Schwab; Campbell (CA); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

401(k) with company match

Employee stock purchase plan

Paid vacation

Sabbatical after 5 years

Paid parental leave

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab is seeking a Wealth Specialist in Campbell, CA to serve as the subject matter expert on tax, trust and estate issues for high-net-worth clients. You will partner with Schwab Wealth Advisory, identify unstated needs, and present solutions to both clients and internal teams.

The role emphasizes deep fiduciary knowledge, strong communication, and collaboration across planning and wealth strategy groups, with travel as needed.

Qualifications

• Bachelor's degree required
• JD, LLM, CPA, CTFA or AEP preferred/required
• Active FINRA Series 65 license (or obtainable within 120 days)
• Experience advising high-net-worth clients
• Strong internal relationship building with Wealth Advisors
• Excellent written and verbal communication

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
• Uncover unstated needs from clients to offer additional Schwab services
• Present to large and small groups to share expertise
• Educate internal partners to drive referrals
• Apply tax, trust and estate experience to wealth advisory services

Skills

Relationship building

Client needs discovery

Presentation skills

Cross-functional collaboration

Analytical reasoning

Interpersonal skills

High-net-worth advisory

Education

Bachelor's degree

JD/LLM/CPA/CTFA/AEP

Tools

FINRA Series 65

Job description

Charles Schwab is seeking a Wealth Specialist in Campbell, CA to serve as the subject matter expert on tax, trust and estate issues for high-net-worth clients. You will partner with Schwab Wealth Advisory, identify unstated needs, and present solutions to both clients and internal teams.

The role emphasizes deep fiduciary knowledge, strong communication, and collaboration across planning and wealth strategy groups, with travel as needed.