Your Opportunity
New York or Birmingham
Director, Tax, Trust & Estate- Schwab Wealth Advisory
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Apply to Director, Tax, Trust & Estate- Schwab Wealth Advisory at Your OpportunityJob details
- Location
- New York or Birmingham
- Work type
- Onsite
- Compensation
- $200,000 - $265,000/yr
- Posted
- 6 days ago
- Apply on
- career-schwab.icims.com
About this role
Bachelor's degree required; one of JD/LLM/CPA/CTFA/AEP required; active FINRA Series 65 (or obtained within 120 days); extensive experience advising high-net-worth clients; strong presentation, relationship, analytical, and communication skills.
What you'll do at Your Opportunity:
- advising clients
- building relationships
- presenting expertise
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