Position Type : RegularYour opportunity 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 have 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. 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%.
In addition to the salary range, this role is also eligible for bonus or incentive opportunities. What’s in it for you At Schwab, we’re committed to empowering our employees’ personal and professional success.
Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry.
Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package that takes care of the whole you both today and in the future : 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance
Director, Tax Trust and Estate Specialist- Bellevue, WA
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 expe...
Physical Medicine and Rehabilitation Doctor - Bellevue WA
Description MRG Exams West, a wholly owned subsidiary of MRG Exams, a leader and premier service provider of independent medical examinations is looking for Physical Medicine and Rehabilitation Provider to perform medical assessments on United States Veterans as part of the VA's disability benefits ...
Human Resources Director, Sea-Bird Scientific (onsite Bellevue, WA)
Imagine a world where everyone has access to clean water, safe food and medicine, and trusted essential goods. You will report directly to the Sea-Bird president and partners with the president and senior leadership team (L1 team) in driving strategic business decisions and providing leadership on p...
Customer Service Specialist - Bellevue, WA (In Office)
Our Customer Service Specialistin Bellevue, WA will work in partnership with Relationship Managers to provide exceptional banking service and operations support to both business and individual clients. We are dedicated to enriching professional, nonprofit and business organizations by providing them...
State and Local Tax Director
The SALT Director will have primary responsibility for state and local tax compliance and tax accounting including income, property, sales and use and gross receipts taxes. Lead the income tax process for state and local income tax returns in approximately 40 states and 10+ local jurisdictions for E...
Security Specialist New Seattle, WA
Founded in 1978 by 3-time Presidential appointee, Gavin de Becker, our firm’s Protectors, Analysts, and Investigators are committed to our mission of protecting human life through the assessment, prediction, and management of violence. Monitor property while utilizing the tools and technology of a G...
Trust and Estate Tax Supervisor
Researching and consulting on various estate, gift, and trust related issues, such as trustee and beneficiary issues, Crummey obligations, and generation skipping tax issues. Withum’s Tax Services Group is made up of a brilliant team of tax specialists that work to ensure tax reporting obligations a...
Relationship Banker - NE 8th & 106th Branch - Bellevue, WA
Job responsibilities * Delivers an exceptional customer experience by acting with a customer-first attitude * Manages assigned customers and proactively meets with them, both in person and over the phone, to build lasting relationships, discover financial needs, and tailor produc...
Oliver Wyman Vector - Senior Systems Engineer - Bellevue, WA
Responsibility also includes project management, use and deployment of tools, technology and manufacturing assessments, and internal and external interactions. We work closely with our clients, providing clarity and confidence, and offer proprietary technologies to enhance safety and productivity. O...
Director of Data Engineering & Business Intelligence, Nordstrom Analytical Platform (Hybrid - Seattle, WA)
Come join us in a key leadership role revolutionizing Nordstrom’s data landscape! We are transforming a set of batch-centric data marts into a cutting-edge analytics platform that collects, transforms, stores, and serves critical data and insights across all facets of Nordstrom’s business. We serve ...