Senior Tax, Trust & Estate Strategy Lead
Charles Schwab
Charles Schwab Wealth and Advice Solutions seeks a Wealth Strategy Tax, Trust and Estate specialist to deliver highly sophisticated advice for entrepreneurs and high-net-worth individuals with complex financial needs. You will collaborate with Schwab Wealth Advisory teams, addressing estate, trust and income tax issues while identifying unmet client needs. The role requires a Bachelor's degree and an active FINRA Series 65 license (or equivalent). #J-18808-Ljbffr Charles Schwab
Vacancy posted 9 hours ago
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