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Director Wealth Strategist - Tax Trust And Estate
Company name
Charles Schwab & Co., Inc
Experience
5 yrs required
Location
Boise, ID, United States
Employment Type
Full-Time
Industry
Legal
Posted on
Dec 11, 2022
Profile
Director, Wealth Strategist - Tax, Trust, and Estate
The candidate 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 the previous experiences in Tax, Trust and Estate to supply to a growing sector of Investment Advisor Services. Bachelor's degree IS required One of the JD, LLM, CPA, CTFA, AEP is required. Previous experience as a Tax, Trust, and Estate attorney is strongly preferred.
Additional Information
Requisition ID 2022-86408
Company info
Charles Schwab & Co., Inc
3000 Schwab Way
Westlake
Texas
United States 76262-8104
Website : https://www.schwab.com/
Location : Boise, ID
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