About this opportunity
Charles Schwab Corporation lists this Director, Family Governance Advisor- Wealth Strategies Group opportunity in westlake, Texas. Review the employer’s description below for duties, qualifications and application requirements.
Job description
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 degree
FINRA 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 degree
5+ 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
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Who can apply
Review the original listing for work authorization, qualifications and employer requirements.