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Director, Tax, Trust and Estate Specialist

98164 Seattle, Washington Charles Schwab

Posted 1 day ago

Job Viewed

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Job Descriptions

full time
Position Type: Regular
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.

We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location.

Wealth and Advice Solutions is Schwab's comprehensive Wealth Management organization filled with talent that excels at personal relationships, specialized service and providing ongoing advice built on Schwab’s approach to investing.  The Wealth Strategies Consulting Group addresses complex wealth management needs of clients through our Planning and Wealth Strategy teams. Additionally, they provide specialized products to meet income generation, risk mitigation, and liquidity needs.

The Tax, Trust and Estate specialist role is a part of a specialized team that provides great value and benefits to Schwab clients. This offering provides depth and value to the clients of branch partners and Schwab Wealth Advisory Investment Advisors. The goal of the relationship is to work through client’s sophisticated needs in Tax, Trust, and Estates that among other things that could result in a large amount of savings to the end client. This position will require you to provide detailed, highly sophisticated advice to entrepreneurs and other high-net-worth individuals with sophisticated financial affairs, substantial business interests, large family estates and investment portfolios requiring careful attention.

The Wealth Specialist will be the subject matter authority in all implications of a clients Tax, Trust and Estate needs.

What you have

As a High Net Worth Trust & Estate/Tax Specialist, you will:

  • Develop and handle strong relationships with Financial Consultants and Portfolio Consultants.
  • Function as an in-house subject matter authority on sophisticated trust, estate and income tax questions and issues.
  • Uncover unstated needs from the clients to offer additional Schwab services where relevant
  • Present to large and small groups to share your expertise and the offering to key partners
  • Educate internal partners on your skills and ability to support their clients to drive referrals
  • Apply your previous experiences in Tax, Trust and Estate to supply to a growing sector of Investment Advisor Services

We believe that our values have helped us to build both a successful business model and an outstanding work environment. We value partnership, integrity, exceptional client service, open communication, and adaptability to change.

  • Bachelor's degree required
  • Previous experience as a Tax, Trust, and Estate attorney strongly preferred
  • At least one of the following is required; JD, LLM, CPA, CTFA, AEP
  • Extensive experience advising high net worth clients
  • Ability to build strong internal relationships due to working closely with Branch Financial Consultants and Portfolio Consultants within Schwab Wealth Advisory.
  • Shown experience in discovering unstated needs through diagnostic information gathering
  • Excellent presentation skills and demonstrated success in a collaborative environment.
  • Strong verbal and written communication, listening, interpersonal, client service, networking and analytical skills.
  • Ability to demonstrate exceptional interpersonal effectiveness when working with high-net-worth clients
  • Travel approximately 10% to 25%.

In addition to the salary range, this role is also eligible for bonus or incentive opportunities.


What’s in it for you

At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

We offer a competitive benefits package that takes care of the whole you – both today and in the future:

  • 401(k) with company match and Employee stock purchase plan
  • Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
  • Paid parental leave and family building benefits
  • Tuition reimbursement
  • Health, dental, and vision insurance

View Now

Director, Tax, Trust and Estate Specialist

98005 Arbor Village, Washington Charles Schwab

Posted 1 day ago

Job Viewed

Tap Again To Close

Job Descriptions

full time
Position Type: Regular
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.

We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location.

Wealth and Advice Solutions is Schwab's comprehensive Wealth Management organization filled with talent that excels at personal relationships, specialized service and providing ongoing advice built on Schwab’s approach to investing.  The Wealth Strategies Consulting Group addresses complex wealth management needs of clients through our Planning and Wealth Strategy teams. Additionally, they provide specialized products to meet income generation, risk mitigation, and liquidity needs.

The Tax, Trust and Estate specialist role is a part of a specialized team that provides great value and benefits to Schwab clients. This offering provides depth and value to the clients of branch partners and Schwab Wealth Advisory Investment Advisors. The goal of the relationship is to work through client’s sophisticated needs in Tax, Trust, and Estates that among other things that could result in a large amount of savings to the end client. This position will require you to provide detailed, highly sophisticated advice to entrepreneurs and other high-net-worth individuals with sophisticated financial affairs, substantial business interests, large family estates and investment portfolios requiring careful attention.

The Wealth Specialist will be the subject matter authority in all implications of a clients Tax, Trust and Estate needs.

What you have

As a High Net Worth Trust & Estate/Tax Specialist, you will:

  • Develop and handle strong relationships with Financial Consultants and Portfolio Consultants.
  • Function as an in-house subject matter authority on sophisticated trust, estate and income tax questions and issues.
  • Uncover unstated needs from the clients to offer additional Schwab services where relevant
  • Present to large and small groups to share your expertise and the offering to key partners
  • Educate internal partners on your skills and ability to support their clients to drive referrals
  • Apply your previous experiences in Tax, Trust and Estate to supply to a growing sector of Investment Advisor Services

We believe that our values have helped us to build both a successful business model and an outstanding work environment. We value partnership, integrity, exceptional client service, open communication, and adaptability to change.

  • Bachelor's degree required
  • Previous experience as a Tax, Trust, and Estate attorney strongly preferred
  • At least one of the following is required; JD, LLM, CPA, CTFA, AEP
  • Extensive experience advising high net worth clients
  • Ability to build strong internal relationships due to working closely with Branch Financial Consultants and Portfolio Consultants within Schwab Wealth Advisory.
  • Shown experience in discovering unstated needs through diagnostic information gathering
  • Excellent presentation skills and demonstrated success in a collaborative environment.
  • Strong verbal and written communication, listening, interpersonal, client service, networking and analytical skills.
  • Ability to demonstrate exceptional interpersonal effectiveness when working with high-net-worth clients
  • Travel approximately 10% to 25%.

In addition to the salary range, this role is also eligible for bonus or incentive opportunities.


What’s in it for you

At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

We offer a competitive benefits package that takes care of the whole you – both today and in the future:

  • 401(k) with company match and Employee stock purchase plan
  • Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
  • Paid parental leave and family building benefits
  • Tuition reimbursement
  • Health, dental, and vision insurance

View Now

VP; Financial Consultant - Bellevue, WA

98005 Arbor Village, Washington Charles Schwab

Posted 1 day ago

Job Viewed

Tap Again To Close

Job Descriptions

full time
Position Type: Regular
Your opportunity

In addition to the salary range, this role is also eligible for bonus or incentive opportunities. Click the link below to review our Investment Professionals’ incentive structure.

Investment Professionals' Compensation | Charles Schwab  

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.   

Schwab’s branch team is at the heart of our firm’s commitment to helping clients own their financial futures. In this exciting role, you’ll give clients financial guidance while forming lasting relationships built on trust, respect, and reaching a common goal. You’ll also have the ability to take charge of your own professional journey with our supportive, nurturing culture and diverse set of career opportunities.  

As a Financial Consultant at Schwab, you will be procured with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time, you’ll grow your practice holistically through client asset consolidation, networking, and earning client referrals. If you currently have your securities license, enjoy working in a team setting, and share our passion for serving clients - this role is for you. 

What you have

Required Qualifications:  

  • A valid and active FINRA Series 7 license required   
  • Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job.   

Preferred Qualifications:  

  • Ability to build strong relationships, engage and encourage trust, and deepen the client relationship by applying a focused client communication strategy, and exceeding client expectations.   
  • Strong candidates will also learn to leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your client’s progress toward achieving their goals.   
  • Openness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning 
  • Ability to adapt and implement change as the market and business conditions evolve   
  • Passion for community engagement to share and engage clients in discussion about market conditions, sound investing principles, and the ideal wealth and long-term investment strategies for their personal situation  
  • Desire to provide an outstanding investor experience in additional to furthering your own professional development in Wealth Management.  

Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing. You will be required to register and to submit to the required SAFE Act background check and registration process 

In addition to the salary range, this role is also eligible for bonus or incentive opportunities.


What’s in it for you

At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact.

We offer a competitive benefits package that takes care of the whole you – both today and in the future:

  • 401(k) with company match and Employee stock purchase plan
  • Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
  • Paid parental leave and family building benefits
  • Tuition reimbursement
  • Health, dental, and vision insurance

View Now

Driver Helper

98113 SHORELINE, Washington United Parcel Service

Posted today

Job Viewed

Tap Again To Close

Job Descriptions

part time

Seasonal Driver Helper

As a driver helper you’ll ride along with a package delivery driver in our iconic brown trucks and help deliver packages to businesses and homes in your community. During your shift, you’ll be in and out of the truck, greeting customers and ensuring packages make it to their destinations.

This seasonal job requires flexibility as work will be assigned in the morning based on operational needs and your availability.

When you are assigned work, you will be provided with a meet point. This is where the driver will pick you up, often in your neighborhood. Helpers do not drive the brown truck.

What you’ll need:

  • The ability to lift up to 70 lbs
  • Enjoy working outside
  • Stamina – this is a workout like no other!
  • Saturdays and holiday work may be required
  • Legal right to work in the U.S.
  • An eye for detail
  • Reliable and responsible
  • No experience necessary
  • And a pair of sturdy work boots

Competitive Benefits:

  • Excellent weekly pay
  • Growth opportunities - a seasonal job is a great place to start at UPS*
  • No experience necessary
  • Paid weekly

*This is a seasonal role. A seasonal job is a great place to start at UPS, and it might even lead to a permanent role that offers even more advantages and benefits! Shifts may vary between Monday -Saturday, depending on business needs.

The base pay for this position is $21.00/hour

UPS is committed to providing a workplace free of discrimination, harassment, and retaliation. UPS is an equal opportunity employer. UPS does not discriminate on the basis of race/color/religion/sex/national origin/veteran/disability/age/sexual orientation/gender identity or any other characteristic protected by law.

View Now

Driver Helper

98040 Mercer Island, Washington United Parcel Service

Posted today

Job Viewed

Tap Again To Close

Job Descriptions

part time

Seasonal Driver Helper

As a driver helper you’ll ride along with a package delivery driver in our iconic brown trucks and help deliver packages to businesses and homes in your community. During your shift, you’ll be in and out of the truck, greeting customers and ensuring packages make it to their destinations.

This seasonal job requires flexibility as work will be assigned in the morning based on operational needs and your availability.

When you are assigned work, you will be provided with a meet point. This is where the driver will pick you up, often in your neighborhood. Helpers do not drive the brown truck.

What you’ll need:

  • The ability to lift up to 70 lbs
  • Enjoy working outside
  • Stamina – this is a workout like no other!
  • Saturdays and holiday work may be required
  • Legal right to work in the U.S.
  • An eye for detail
  • Reliable and responsible
  • No experience necessary
  • And a pair of sturdy work boots

Competitive Benefits:

  • Excellent weekly pay
  • Growth opportunities - a seasonal job is a great place to start at UPS*
  • No experience necessary
  • Paid weekly

*This is a seasonal role. A seasonal job is a great place to start at UPS, and it might even lead to a permanent role that offers even more advantages and benefits! Shifts may vary between Monday -Saturday, depending on business needs.

The base pay for this position is $21.00/hour

UPS is committed to providing a workplace free of discrimination, harassment, and retaliation. UPS is an equal opportunity employer. UPS does not discriminate on the basis of race/color/religion/sex/national origin/veteran/disability/age/sexual orientation/gender identity or any other characteristic protected by law.

View Now

Driver Helper

98028 Kenmore, Washington United Parcel Service

Posted today

Job Viewed

Tap Again To Close

Job Descriptions

part time

Seasonal Driver Helper

As a driver helper you’ll ride along with a package delivery driver in our iconic brown trucks and help deliver packages to businesses and homes in your community. During your shift, you’ll be in and out of the truck, greeting customers and ensuring packages make it to their destinations.

This seasonal job requires flexibility as work will be assigned in the morning based on operational needs and your availability.

When you are assigned work, you will be provided with a meet point. This is where the driver will pick you up, often in your neighborhood. Helpers do not drive the brown truck.

What you’ll need:

  • The ability to lift up to 70 lbs
  • Enjoy working outside
  • Stamina – this is a workout like no other!
  • Saturdays and holiday work may be required
  • Legal right to work in the U.S.
  • An eye for detail
  • Reliable and responsible
  • No experience necessary
  • And a pair of sturdy work boots

Competitive Benefits:

  • Excellent weekly pay
  • Growth opportunities - a seasonal job is a great place to start at UPS*
  • No experience necessary
  • Paid weekly

*This is a seasonal role. A seasonal job is a great place to start at UPS, and it might even lead to a permanent role that offers even more advantages and benefits! Shifts may vary between Monday -Saturday, depending on business needs.

The base pay for this position is $21.00/hour

UPS is committed to providing a workplace free of discrimination, harassment, and retaliation. UPS is an equal opportunity employer. UPS does not discriminate on the basis of race/color/religion/sex/national origin/veteran/disability/age/sexual orientation/gender identity or any other characteristic protected by law.

View Now

Driver Helper

SEATAC, Washington United Parcel Service

Posted today

Job Viewed

Tap Again To Close

Job Descriptions

part time

Seasonal Driver Helper

As a driver helper you’ll ride along with a package delivery driver in our iconic brown trucks and help deliver packages to businesses and homes in your community. During your shift, you’ll be in and out of the truck, greeting customers and ensuring packages make it to their destinations.

This seasonal job requires flexibility as work will be assigned in the morning based on operational needs and your availability.

When you are assigned work, you will be provided with a meet point. This is where the driver will pick you up, often in your neighborhood. Helpers do not drive the brown truck.

What you’ll need:

  • The ability to lift up to 70 lbs
  • Enjoy working outside
  • Stamina – this is a workout like no other!
  • Saturdays and holiday work may be required
  • Legal right to work in the U.S.
  • An eye for detail
  • Reliable and responsible
  • No experience necessary
  • And a pair of sturdy work boots

Competitive Benefits:

  • Excellent weekly pay
  • Growth opportunities - a seasonal job is a great place to start at UPS*
  • No experience necessary
  • Paid weekly

*This is a seasonal role. A seasonal job is a great place to start at UPS, and it might even lead to a permanent role that offers even more advantages and benefits! Shifts may vary between Monday -Saturday, depending on business needs.

The base pay for this position is $21.00/hour

UPS is committed to providing a workplace free of discrimination, harassment, and retaliation. UPS is an equal opportunity employer. UPS does not discriminate on the basis of race/color/religion/sex/national origin/veteran/disability/age/sexual orientation/gender identity or any other characteristic protected by law.

View Now
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About The Latest All Jobs in Arbor Village!

Driver Helper

98043 Mountlake Terrace, Washington United Parcel Service

Posted today

Job Viewed

Tap Again To Close

Job Descriptions

part time

Seasonal Driver Helper

As a driver helper you’ll ride along with a package delivery driver in our iconic brown trucks and help deliver packages to businesses and homes in your community. During your shift, you’ll be in and out of the truck, greeting customers and ensuring packages make it to their destinations.

This seasonal job requires flexibility as work will be assigned in the morning based on operational needs and your availability.

When you are assigned work, you will be provided with a meet point. This is where the driver will pick you up, often in your neighborhood. Helpers do not drive the brown truck.

What you’ll need:

  • The ability to lift up to 70 lbs
  • Enjoy working outside
  • Stamina – this is a workout like no other!
  • Saturdays and holiday work may be required
  • Legal right to work in the U.S.
  • An eye for detail
  • Reliable and responsible
  • No experience necessary
  • And a pair of sturdy work boots

Competitive Benefits:

  • Excellent weekly pay
  • Growth opportunities - a seasonal job is a great place to start at UPS*
  • No experience necessary
  • Paid weekly

*This is a seasonal role. A seasonal job is a great place to start at UPS, and it might even lead to a permanent role that offers even more advantages and benefits! Shifts may vary between Monday -Saturday, depending on business needs.

The base pay for this position is $21.00/hour

UPS is committed to providing a workplace free of discrimination, harassment, and retaliation. UPS is an equal opportunity employer. UPS does not discriminate on the basis of race/color/religion/sex/national origin/veteran/disability/age/sexual orientation/gender identity or any other characteristic protected by law.

View Now

Driver Helper

98075 Sammamish, Washington United Parcel Service

Posted today

Job Viewed

Tap Again To Close

Job Descriptions

part time

Seasonal Driver Helper

As a driver helper you’ll ride along with a package delivery driver in our iconic brown trucks and help deliver packages to businesses and homes in your community. During your shift, you’ll be in and out of the truck, greeting customers and ensuring packages make it to their destinations.

This seasonal job requires flexibility as work will be assigned in the morning based on operational needs and your availability.

When you are assigned work, you will be provided with a meet point. This is where the driver will pick you up, often in your neighborhood. Helpers do not drive the brown truck.

What you’ll need:

  • The ability to lift up to 70 lbs
  • Enjoy working outside
  • Stamina – this is a workout like no other!
  • Saturdays and holiday work may be required
  • Legal right to work in the U.S.
  • An eye for detail
  • Reliable and responsible
  • No experience necessary
  • And a pair of sturdy work boots

Competitive Benefits:

  • Excellent weekly pay
  • Growth opportunities - a seasonal job is a great place to start at UPS*
  • No experience necessary
  • Paid weekly

*This is a seasonal role. A seasonal job is a great place to start at UPS, and it might even lead to a permanent role that offers even more advantages and benefits! Shifts may vary between Monday -Saturday, depending on business needs.

The base pay for this position is $21.00/hour

UPS is committed to providing a workplace free of discrimination, harassment, and retaliation. UPS is an equal opportunity employer. UPS does not discriminate on the basis of race/color/religion/sex/national origin/veteran/disability/age/sexual orientation/gender identity or any other characteristic protected by law.

View Now

Driver Helper

98037 Martha Lake, Washington United Parcel Service

Posted today

Job Viewed

Tap Again To Close

Job Descriptions

part time

Seasonal Driver Helper

As a driver helper you’ll ride along with a package delivery driver in our iconic brown trucks and help deliver packages to businesses and homes in your community. During your shift, you’ll be in and out of the truck, greeting customers and ensuring packages make it to their destinations.

This seasonal job requires flexibility as work will be assigned in the morning based on operational needs and your availability.

When you are assigned work, you will be provided with a meet point. This is where the driver will pick you up, often in your neighborhood. Helpers do not drive the brown truck.

What you’ll need:

  • The ability to lift up to 70 lbs
  • Enjoy working outside
  • Stamina – this is a workout like no other!
  • Saturdays and holiday work may be required
  • Legal right to work in the U.S.
  • An eye for detail
  • Reliable and responsible
  • No experience necessary
  • And a pair of sturdy work boots

Competitive Benefits:

  • Excellent weekly pay
  • Growth opportunities - a seasonal job is a great place to start at UPS*
  • No experience necessary
  • Paid weekly

*This is a seasonal role. A seasonal job is a great place to start at UPS, and it might even lead to a permanent role that offers even more advantages and benefits! Shifts may vary between Monday -Saturday, depending on business needs.

The base pay for this position is $21.00/hour

UPS is committed to providing a workplace free of discrimination, harassment, and retaliation. UPS is an equal opportunity employer. UPS does not discriminate on the basis of race/color/religion/sex/national origin/veteran/disability/age/sexual orientation/gender identity or any other characteristic protected by law.

View Now

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