Senior Tax, Trust & Estate Advisor HNW Clients
Listed on 2026-10-06
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Finance & Banking
Tax Law, Wealth Management, Financial Advisor / Consultant
Charles Schwab Wealth and Advice Solutions is seeking a High Net Worth Trust & Estate/Tax Specialist to provide highly sophisticated guidance on tax, trust and estate matters for wealthy clients. You will collaborate with Schwab Wealth Advisory teams and act as the subject matter expert to address complex needs and opportunities.
You will build relationships, present insights to partners, and educate colleagues to drive referrals, with travel 10%–25% as needed.
This is a great role to take on the Senior Tax, Trust & Estate Advisor for HNW Clients role at Charles Schwab.
All applications are reviewed carefully by our team.
The position is based in Omaha, NE, United States.
This opportunity is part of our work in Finance, Legal.
The advertised compensation is 140..
We aim to respond to suitable candidates as soon as possible.
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