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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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