Job Description

Charles Schwab’s purpose is to help everyone become financially fit. Through advocacy and innovation, Schwab has worked to make investing more affordable, more accessible and more understandable for all. For more than three decades, The Charles Schwab Corporation has been an advocate for individual investors and the independent advisors who serve them.


At Schwab, we respect the unique differences of our employees, our clients and the communities we serve – striving to create a consistent and rewarding employee experience. If you share our enthusiasm for helping others, building trusted relationships, possess high ethical standards, and have a desire to learn and grow, there’s a place for you at Schwab!

Organization Objective/Purpose:

High Net Worth Trust & Estate/Tax Specialist

Responsibilities:
High Net Worth Services provides fully detailed, highly sophisticated advice to entrepreneurs and other high-net-worth individuals with complex financial affairs, substantial business interests, large family estates and investment portfolios requiring careful attention.

Brief Description of Role:

You will work with Financial Consultants to support high net worth clients and prospects seeking trust, tax and estate solutions. You will support the Retail Financial Consultants who is the “quarter-back” for client relationships on specific tax, trust and estate issues. You will function as the in-house subject matter expert.

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

- Develop and manage strong relationships with Financial Consultants
- Function as an in-house subject matter expert on trust and estate tax questions and issues
- Help identify cross-sell opportunities within Schwab Retail, Schwab Institutional and Schwab Corporate & Retirement Services
- Present at Schwab Client Events
- Support Training of Financial Consultants in Trust/Estate and Tax issues
- Have relevant financial services knowledge and be able to communicate Schwab’s products and services as well as Schwab’s policies and procedures

Technical/Functional Qualifications:

Qualifications:
You are required to have either Tax and/or specific trust expertise; demonstrated expertise in providing direct high net worth client solutions; ability to work closely with Financial Consultants. You must possess:

- Bachelors Degree required
- Minimum of 10 years experience in dealing with high net worth clients, strong knowledge of trust, estate planning and/or high net worth tax issues
- Superior legal research and writing skills
- Superior presentation skills and demonstrated success in a team-selling environment
- Excellent communication, listening, interpersonal, client service, networking and analytical skills
- Travel: 10% to 25%

This is a summary only and duties and responsibilities may be changed from time to time, or over time.


Interested candidates should apply online at Http://jobsearch.schwab.com/frameset.html?goto=er-viewjob&erjob=194231&eresc=brokeragejobs

Candidates interested in applying to this role should e-mail Http://jobsearch.schwab.com/frameset.html?goto=er-viewjob&erjob=194231&eresc=brokeragejobs.