Charles Schwab
San Francisco, California
Director, Tax, Trust & Estate Specialist
We tailor your resume to this role and apply for you in seconds.
Apply to Director, Tax, Trust & Estate Specialist at Charles SchwabJob details
- Location
- San Francisco, California
- Work type
- Onsite
- Compensation
- $190,000 - $275,000/yr
- Posted
- 3 days ago
- Apply on
- career-schwab.icims.com
About this role
Bachelor's degree, extensive high-net-worth client advisory experience, and an active FINRA Series 65 or equivalent. JD, LLM, CPA, CTFA, or AEP required; tax, trust, and estate law experience preferred.
What you'll do at Charles Schwab:
- advising clients
- building relationships
- presenting expertise
Apply to this Director, Tax, Trust & Estate Specialist role at Charles Schwab with a tailored resume on ApplyBolt.
Ready to apply to Charles Schwab?
We tailor your resume to this role and apply for you.