Charles Schwab's purpose is to help everyone become financially fit.
Through advocacy and innovation, Schwab has worked to make investing
more affordable, more accessible and more understandable for all.
For more than three decades, The Charles Schwab Corporation has been
an advocate for individual investors and the independent advisors who
serve them.

At Schwab, we respect the unique differences of our employees, our
clients and the communities we serve � striving to create a
consistent and rewarding employee experience. If you share our
enthusiasm for helping others, building trusted relationships,
possess high ethical standards, and have a desire to learn and grow,
there's a place for you at Schwab!

Trust & Estate/Tax Specialist and Team Leader Job Description

Responsibilities:

You will work with Retail and Executive Services Financial
Consultants and Portfolio Consultants to support high net worth (HNW)
clients and prospects seeking trust, tax and estate planning
solutions. You will primarily support the Financial Consultant who is
the relationship manager responsible for bringing solutions to
clients from Schwab's spectrum of services and offers but you may
also interact directly with both clients and prospects to assist on
specific tax, trust, and estate planning issues. You will function as
an in-house subject matter expert with the goals of helping the
client when issues are highlighted by the consultant, assisting in
consolidating client business to Schwab, and improving consultants'
knowledge around HNW client planning.

In addition, you will manage other specialists and financial planners
that offer support to our consultants in servicing HNW client and
prospect needs. In this capacity you will need to work with business
partners to ensure team processes are implemented and followed in
accordance with Schwab policies and procedures. This resource for
consultants was created recently so there is significant opportunity
to grow awareness of the team's capabilities.

As a Trust & Estate/Tax Specialist and Team Leader, you will:

Function as an in-house subject matter expert on trust, estate
planning, and tax questions and issues through:

Answering questions submitted by consultants

Presenting at both external client events as well as internal
programs

Supporting training efforts to increase consultants' knowledge on
HNW client issues and planning

Communicating how Schwab's products and services integrate into a
HNW client's portfolio

Manage a combined team of specialists and financial planners:

Develop team operations and infrastructure in compliance with
Schwab policies and procedures

Market team expertise and resources to business partners in an
effort to expand usage

Edit team member responses and coach on relevant topics

Identify potential client solutions through a broad understanding
of products and offers within Schwab Retail, Schwab Advisor Services,
and Schwab Corporate & Retirement Services

Qualifications:

You are required to have tax and/or trust expertise (e.g., � JD, CPA,
LL.M); Series 7 & 63 license highly preferred; demonstrated expertise
in providing direct high net worth client solutions; ability to work
closely with Consultants and business development officers to develop
resources and leads for potential clients/prospects; and experience
with creating and presenting these solutions to clients. You must
possess:

Minimum of 10 years experience in dealing with high net worth
clients, strong knowledge of trust, estate planning, and high net
worth tax issues.

Proven experience managing diverse teams with remote members that
support sales organizations.

Ability to manage multiple tasks and support several Financial
Consultants and Portfolio Consultants across the country to provide
clients solutions in a timely manner.

Ability to work effectively with internal and external partners to
address clients'/prospects' needs and goals.

Superior presentation skills and demonstrated success in a
team-selling environment.

Excellent communication, listening, interpersonal, client service,
and networking skills.

Effective analytical, problem-solving, organizational, and
decision-making skills.

Strong business/customer focus; ability to think in terms of
customer experience/perspective.

Requirements:

Travel: 10% to 30%

Registration: Series 7, Series 63, JD, LL.M, CPA, CFP, and/or
CFA designation preferred

Relocation: Negotiable

Locations: Denver, CO highly preferred, Orlando, FL, Fishers, IN,
Phoenix, AZ