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 haveAs a High Net Worth Trust & Estate/Tax Specialist, you will:
Develop and handle strong relationships with Financial Consultants and Portfolio Consultants. 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 relevantPresent to large and small groups to share your expertise and the offering to key partnersEducate internal partners on your skills and ability to support their clients to drive referralsApply 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 requiredPrevious experience as a Tax, Trust, and Estate attorney strongly preferredAt least one of the following is required; JD, LLM, CPA, CTFA, AEPExtensive experience advising high net worth clients Ability to build strong internal relationships due to working closely with Branch Financial Consultants and Portfolio Consultants within Schwab Wealth Advisory.Shown experience in discovering unstated needs through diagnostic information gatheringExcellent 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.
Options Apply for this jobApplyShareRefer a friendRefer Sorry the Share function is not working properly at this moment. Please refresh the page and try again later. Share on your newsfeed Why work for us?Own Your Tomorrow embodies everything we do! We are committed to helping our employees ignite their potential and achieve their dreams. Our employees get to play a central role in reinventing a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth.
Benefits: A competitive and flexible package designed to empower you for today and tomorrow. We offer a competitive and flexible package designed to help you make the most of your life at work and at home—today and in the future. Application FAQs
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