Charles Schwab

Director, Tax, Trust & Estate Specialist

Charles Schwab$160K — $190K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree required
  • Previous experience as a Tax, Trust, and Estate attorney strongly preferred
  • Requires JD, LLM, CPA, CTFA, or AEP
  • Active FINRA Series 65 license or equivalent (to be obtained within 120 days of employment)
  • Extensive experience advising high net worth clients
  • Excellent presentation skills in collaborative settings
  • Strong interpersonal and analytical skills.

Responsibilities

  • Develop and maintain strong relationships with Schwab Wealth Advisory team
  • Serve as a subject matter expert on tax, trust, and estate issues
  • Identify and address unstated client needs to offer relevant Schwab services
  • Present expertise to both large and small groups to enhance partner offerings
  • Educate internal partners to facilitate client support and drive referrals
  • Leverage previous experience to contribute to investment advisor services growth

Benefits

  • Eligibility for bonus or incentive opportunities
Full Job Description
Your Opportunity

Wealth and Advice Solutions is Schwab's comprehensive Wealth Management organization filled with talent that excels at personal relationships, specialized service and providing ongoing advice built on Schwab’s approach to investing.  The Wealth Strategies Consulting Group addresses complex wealth management needs of clients through our Planning and Wealth Strategy teams. Additionally, they provide specialized products to meet income generation, risk mitigation, and liquidity needs.

 

The Tax, Trust and Estate specialist role is a part of a specialized team that provides great value and benefits to Schwab clients. This offering provides depth and value to the clients of branch partners and Schwab Wealth Advisory Investment Advisors. The goal of the relationship is to work through client’s sophisticated needs in Tax, Trust, and Estates that among other things that could result in a large amount of savings to the end client. This position will require you to provide detailed, highly sophisticated advice to entrepreneurs and other high-net-worth individuals with sophisticated financial affairs, substantial business interests, large family estates and investment portfolios requiring careful attention.

 

The Wealth Specialist will be the subject matter authority in all implications of a clients Tax, Trust and Estate needs.

What you have

As a High Net Worth Trust & Estate/Tax Specialist, you will:

  • 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 and issues.
  • Uncover unstated needs from the clients to offer additional Schwab services where relevant
  • Present to large and small groups to share your expertise and the offering to key partners
  • Educate internal partners on your skills and ability to support their clients to drive referrals
  • Apply your previous experiences in Tax, Trust and Estate to supply to a growing sector of Investment Advisor Services

 

We believe that our values have helped us to build both a successful business model and an outstanding work environment. We value partnership, integrity, exceptional client service, open communication, and adaptability to change.

 

  • Bachelor's degree required
  • Previous experience as a Tax, Trust, and Estate attorney strongly preferred
  • At least one of the following is required; JD, LLM, CPA, CTFA, AEP
  • Active FINRA Series 65 license or equivalent required (may be obtained with a 120-day condition of employment)
  • Extensive experience advising high net worth clients
  • Ability to build strong internal relationships due to working closely with Wealth Advisor within Schwab Wealth Advisory
  • Shown experience in discovering unstated needs through diagnostic information gathering
  • Excellent presentation skills and demonstrated success in a collaborative environment
  • Strong verbal and written communication, listening, interpersonal, client service, networking and analytical skills
  • Ability to demonstrate exceptional interpersonal effectiveness when working with high-net-worth clients
  • Travel approximately 10% to 25%

 

In addition to the salary range, this role is also eligible for bonus or incentive opportunities.

About Charles Schwab

Charles Schwab is a financial services company that provides a full range of securities, brokerage, banking, money management, financial advisory, investor, and retirement plan services. It operates in four main divisions; investing, wealth management, banking, and trading. Charles Schwab provides a full-service brokerage platform that serves individual investors who invest on their own or through a workplace-sponsored retirement or equity plan, as well as banking through Schwab Bank. The firm was founded in 1973 and is headquartered in San Francisco, California.

Charles Schwab Careers

Join the vibrant team at Charles Schwab, a leader in global finance, where your career is propelled by innovation, leadership, and a commitment to diversity and professional growth. At Charles Schwab, we offer more than just job opportunities; we provide a platform for you to make a significant impact on the industry and our clients' lives.

Work You’ll Do

At Charles Schwab, we are dedicated to helping our clients manage their financial futures. Being part of our team means you'll work alongside some of the most skilled professionals in the financial services industry. Our culture thrives on teamwork, integrity, and relentless dedication to our clients. Whether you're looking for a position in financial consulting, technology, or administrative support, Charles Schwab offers a dynamic work environment where your skills will be honed and your achievements recognized.

Innovate and Lead

Embrace the opportunity to lead through innovation. Charles Schwab’s commitment to technology and innovation is fundamental to our service delivery. By joining our team, you will be at the forefront of developing new solutions that redefine the future of finance. Your leadership can guide significant projects that impact our company and the industry.

Grow Your Career

Charles Schwab believes in fostering the growth of its employees. Whether through professional development programs, diversity training, or leadership workshops, we ensure that our team members receive the support and training they need to advance their careers. With a variety of career paths available, your job at Schwab can evolve with your interests and expertise.

Internship and Employment Opportunities

Start your professional journey with Charles Schwab through our internship programs or full-time employment opportunities. We seek individuals who are passionate, curious, and ready to drive change. A career at Schwab is not just about having a job; it's about building a lasting relationship with a company that values your potential.

Benefits and Culture

Charles Schwab is renowned for its employee-friendly culture. We offer a comprehensive benefits package that supports the health, financial stability, and work-life balance of our team members. From competitive salaries and bonuses to health insurance and retirement plans, Schwab ensures that your career is as rewarding as it is enriching.

Networking and Professional Development

Expand your professional network and enhance your skills through our various networking events, mentorship programs, and training sessions. At Charles Schwab, we believe in leveraging collective expertise to foster learning and innovation. Engage with leaders, gain insights from experienced professionals, and build relationships that will aid your career trajectory.

Join Our Team

Explore the numerous career paths available at Charles Schwab and discover how your talents can be utilized to their fullest potential. Search open positions that match your skills and interests. We are continuously hiring across various disciplines and look forward to adding innovative, driven individuals to our team.

Stay Connected

Keep up to date with the latest from Charles Schwab Careers by subscribing to our job alert emails. Tailor your subscription to receive updates that align with your career preferences and be the first to know about new openings, company news, and professional tips.

Explore Charles Schwab Jobs

Ready to take the next step in your career? Visit our careers page to review current job openings, submit your resume, and prepare for your interview. At Charles Schwab, your future is waiting. [SEARCH CHARLES SCHWAB JOBS] Join Charles Schwab today and be part of a team that values diversity, innovation, and leadership—where your career can thrive in the exciting world of finance.
Learn more about Charles Schwab
Size
34,200 employees
Market Cap
$151.6 billion
Industry
Net Income
$3.2 billion
Founded
1973
5 Year Trend
+20%
Revenue
$12.1 billion
NASDAQ

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