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Job description
Charles Schwab Corporation seeks a High Net Worth Tax, Trust & Estate Specialist to lead complex tax planning and trust decisions for affluent clients. You will act as the authority on sophisticated trust and estate matters within Schwab Wealth Advisory and collaborate across Wealth Strategy teams.
You will build strong client relationships, uncover unstated needs, and present expertise to partners while supporting referrals and holistic wealth planning for high-net-worth individuals.
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Worksite address
omaha, NE, 68197, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.