About this opportunity
Charles Schwab lists this Senior Family Governance Advisor – Wealth & Legacy opportunity in westlake, Texas. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Charles Schwab seeks a Senior Family Dynamics Specialist to guide ultra-high net worth families through governance and wealth planning. You will facilitate discussions, deliver resources, and support family harmony across generations.
The role reports to the People Leader of the Tax, Trust, and Estate Group and emphasizes cross-functional collaboration within Schwab's Wealth and Advice Solutions organization, with a hybrid work model.
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Who can apply
Review the original listing for work authorization, qualifications and employer requirements.