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Job description
Charles Schwab Wealth and Advice Solutions is seeking a High Net Worth Trust & Estate/Tax Specialist to provide highly sophisticated guidance on tax, trust and estate matters for wealthy clients. You will collaborate with Schwab Wealth Advisory teams and act as the subject matter expert to address complex needs and opportunities.
You will build relationships, present insights to partners, and educate colleagues to drive referrals, with travel 10%–25% as needed.
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Worksite address
omaha, NE, 68197, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.