Tax, Trust & Estate Strategist - Wealth Strategies Group
Company: Charles Schwab
Location: Avondale
Posted on: August 7, 2022
Job Description:
Position Type: Regular Your Opportunity Specialty Wealth
Consulting (SWC) is a fast-growing business unit within the
Investor Advice Solutions organization. We deliver sophisticated
advice and planning focused on the client, the client s family, and
their personal and outstanding dynamics. SWC helps clients achieve
their financial goals through proactive wealth management
strategies that encompass personal financial planning, wealth
strategies advising, sophisticated income, liquidity, risk, and
portfolio transition management. The Wealth Strategist role
specializing in Tax, Trust and Estates is integral to the delivery
and success of Schwab s modern wealth management experience and
plays a significant role in supporting key partners passionate
about high-net worth and ultra-high net worth retail investors. The
Wealth Strategist 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 Strategist will be the subject matter
authority in all implications of a clients Tax, Trust and Estate
needs. What you are good at As 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 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. To learn more about the
culture at Schwab, click here to meet our people . What you have
- 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
- Extensive 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 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%. 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. Explore
further .Schwab is committed to building a diverse and inclusive
workplace where everyone feels valued. As an Equal Opportunity
Employer, our policy is to provide equal employment opportunities
to all employees and applicants without regard to any status that
is protected by law. Please click here to see the policy. Schwab is
an affirmative action employer, focused on advancing women, racial
and ethnic minorities, veterans, and individuals with disabilities
in the workplace. If you have a disability and require reasonable
accommodations in the application process, contact Human Resources
at or call .TD Ameritrade, a subsidiary of Charles Schwab, is an
Equal Opportunity Employer. At TD Ameritrade we believe People
Matter. We value diversity and believe that it goes beyond all
protected classes, thoughts, ideas, and perspectives.
Keywords: Charles Schwab, Avondale , Tax, Trust & Estate Strategist - Wealth Strategies Group, Accounting, Auditing , Avondale, Arizona
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