Charles Schwab
Director of Tax, Trust, and Estate Advisory
Charles Schwab - Roanoke, Texas, United States, 76299
Work at Charles Schwab
Overview
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Overview
Position Type:
Regular Your opportunity At Schwab, you're empowered to make a significant impact on your career. Here, innovative thinking meets creative problem-solving, helping us to transform the finance industry together. We highly value in-office collaboration, and the selected candidate for this role will be expected to work on site. The Investor Advice Solutions team includes Schwab Wealth Advisory, Centralized Service & Operations, and the Wealth Strategies Consulting Group. Schwab Wealth Advisory offers a premier, fee-based, non-discretionary investment advisory solution that fosters personal relationships, specialized service, and ongoing advice backed by Schwab's investment philosophy. The Centralized Service & Operations team provides vital support to Fixed Income and Schwab Wealth Advisory clients, while the Wealth Strategies Consulting Group addresses complex wealth management needs through expert planning and strategy services. The Tax, Trust, and Estate Advisory role is part of a specialized team dedicated to delivering exceptional value to Schwab's advisory clients. This role enriches the services offered to Schwab Wealth Advisory Investment Advisors by addressing clients' sophisticated Tax, Trust, and Estate needs, potentially resulting in significant savings for clients. You will deliver detailed, sophisticated advice tailor-made for entrepreneurs and high-net-worth individuals with intricate financial situations, substantial business holdings, and expansive family estates requiring keen attention. The Wealth Specialist will serve as the subject matter expert on all implications related to clients' Tax, Trust, and Estate needs. What you will do: Build and nurture strong relationships with Financial Consultants and Wealth Advisors. Act as an in-house expert on advanced trust, estate, and income tax questions and issues. Identify hidden needs from clients to introduce additional Schwab services as applicable. Engage in presentations to various group sizes, sharing your expertise and service offerings. Educate internal partners about your capabilities and how you can support their clients, driving referrals. Leverage your experience in Tax, Trust, and Estate to enhance a growing sector of Investment Advisor Services. Our fundamental values have fostered both a successful business model and a collaborative work environment. We prioritize partnership, integrity, top-tier client service, transparent communication, and adaptability. Qualifications: Bachelor's degree required. 10+ years of relevant experience. Hold at least one of the following qualifications: JD, LLM, CPA, CTFA, AEP. Previous experience as a Tax, Trust, and Estate attorney is strongly preferred. Extensive experience advising high-net-worth clients is essential. Demonstrated experience in uncovering unexpressed needs through effective diagnostics. Exceptional presentation skills with a proven record of success in collaborative settings. Strong verbal and written communication, listening, interpersonal, client service, networking, and analytical skills. Ability to engage effectively with high-net-worth clients. Proficiency in building internal relationships by collaborating closely with Branch Financial Consultants and Wealth Advisors at Schwab Wealth Advisory. Willingness to travel approximately 10% to 25%. In addition to the competitive salary, this role is also eligible for bonus or incentive opportunities. What's in it for you: At Schwab, we are committed to empowering the personal and professional success of our employees. Our purpose-driven, supportive culture focuses on your development, equipping you with the tools needed to positively influence the finance industry. Our Hybrid Work and Flexibility approach emphasizes our commitment to flexibility, client service, and the importance of in-person collaboration. We offer a comprehensive benefits package that addresses your needs today and in the future, including: 401(k) with company match and Employee stock purchase plan. Paid time off for vacation, volunteer work, and 28-day sabbatical after every 5 years of service in eligible positions. Paid parental leave and family building benefits. Tuition reimbursement. Health, dental, and vision insurance.
Regular Your opportunity At Schwab, you're empowered to make a significant impact on your career. Here, innovative thinking meets creative problem-solving, helping us to transform the finance industry together. We highly value in-office collaboration, and the selected candidate for this role will be expected to work on site. The Investor Advice Solutions team includes Schwab Wealth Advisory, Centralized Service & Operations, and the Wealth Strategies Consulting Group. Schwab Wealth Advisory offers a premier, fee-based, non-discretionary investment advisory solution that fosters personal relationships, specialized service, and ongoing advice backed by Schwab's investment philosophy. The Centralized Service & Operations team provides vital support to Fixed Income and Schwab Wealth Advisory clients, while the Wealth Strategies Consulting Group addresses complex wealth management needs through expert planning and strategy services. The Tax, Trust, and Estate Advisory role is part of a specialized team dedicated to delivering exceptional value to Schwab's advisory clients. This role enriches the services offered to Schwab Wealth Advisory Investment Advisors by addressing clients' sophisticated Tax, Trust, and Estate needs, potentially resulting in significant savings for clients. You will deliver detailed, sophisticated advice tailor-made for entrepreneurs and high-net-worth individuals with intricate financial situations, substantial business holdings, and expansive family estates requiring keen attention. The Wealth Specialist will serve as the subject matter expert on all implications related to clients' Tax, Trust, and Estate needs. What you will do: Build and nurture strong relationships with Financial Consultants and Wealth Advisors. Act as an in-house expert on advanced trust, estate, and income tax questions and issues. Identify hidden needs from clients to introduce additional Schwab services as applicable. Engage in presentations to various group sizes, sharing your expertise and service offerings. Educate internal partners about your capabilities and how you can support their clients, driving referrals. Leverage your experience in Tax, Trust, and Estate to enhance a growing sector of Investment Advisor Services. Our fundamental values have fostered both a successful business model and a collaborative work environment. We prioritize partnership, integrity, top-tier client service, transparent communication, and adaptability. Qualifications: Bachelor's degree required. 10+ years of relevant experience. Hold at least one of the following qualifications: JD, LLM, CPA, CTFA, AEP. Previous experience as a Tax, Trust, and Estate attorney is strongly preferred. Extensive experience advising high-net-worth clients is essential. Demonstrated experience in uncovering unexpressed needs through effective diagnostics. Exceptional presentation skills with a proven record of success in collaborative settings. Strong verbal and written communication, listening, interpersonal, client service, networking, and analytical skills. Ability to engage effectively with high-net-worth clients. Proficiency in building internal relationships by collaborating closely with Branch Financial Consultants and Wealth Advisors at Schwab Wealth Advisory. Willingness to travel approximately 10% to 25%. In addition to the competitive salary, this role is also eligible for bonus or incentive opportunities. What's in it for you: At Schwab, we are committed to empowering the personal and professional success of our employees. Our purpose-driven, supportive culture focuses on your development, equipping you with the tools needed to positively influence the finance industry. Our Hybrid Work and Flexibility approach emphasizes our commitment to flexibility, client service, and the importance of in-person collaboration. We offer a comprehensive benefits package that addresses your needs today and in the future, including: 401(k) with company match and Employee stock purchase plan. Paid time off for vacation, volunteer work, and 28-day sabbatical after every 5 years of service in eligible positions. Paid parental leave and family building benefits. Tuition reimbursement. Health, dental, and vision insurance.