Director, Family Governance Advisor- Wealth Strategies Group

Your Opportunity At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.

Our Family Dynamics team is a fast-growing business unit within the Wealth and Advice Solutions organization. This group facilitates conversations with ultra-high net worth clients and their families regarding the purpose, the values and the stewardship of their wealth by navigating the issues that arise at the intersection of the financial and non-financial aspects of the intergenerational transfer of wealth. As a Family Governance Advisor you will provide resources, facilitate conversations, and provide guidance to enhance the likelihood that multi-generational wealth, family harmony and the family legacy will be sustained.

The Family Governance role is integral to the delivery and success of Schwab’s modern wealth management experience and plays a critical role in expanding our support of ultra-high net worth clients and families. The Senior Family Dynamics Specialist will report to the People Leader of the Tax, Trust, and Estate Group.

What you have

Required Qualifications Undergraduate degreeFINRA Series 65 (may be obtained with 120-day COE)10+ years’ total professional experience in the financial services industry
10+ years’ experience in family dynamics, family governance, financial therapy, family counseling, life planning, behavioral psychology, or behavioral finance Polished interpersonal, communication and presentation skills, attention to detail

Skilled in communicating complex concepts, and solutions in easy-to-understand terms

Background and interest in understanding client and family characteristics including family governance, managing family conflict, and dynamics of family wealth

Demonstrates interpersonal effectiveness to build trust across all interested parties especially high profile and confidential clients

Establishes rapport to gather pertinent information for stated and unstated needs

While this role will not initially require securities licensing, the role expectations and associated qualifications may evolve

Preferred Qualifications Master’s degree5+ years’ professional tax & strategy experience

Certified as a Behavioral Finance Advisor (BFA), Divorce Financial Advisor (DFA), Accredited Behavioral Finance Professional (ABFP), Certified Financial Behavior Specialist (FBS), Certificate in Family Business Advising (CFBA), Advanced Certificate in Family Wealth Advising (ACFWA)
Strong ownership and responsibility mindset

Collaborative and flexible mindset

Job Summary

Requisition d Date: 12 hours ago(10/7/2026 6:37 PM)
Category:
Financial Planning/Advice Salary Range: USD $ - $ / Year Application deadline: 10/26/2026

Position Type:
Full time