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Charles Schwab Director – High Net Worth Wealth Management & Estate Planning Research in Indianapolis, Indiana

Your Opportunity

Charles Schwab Corporation is one of the largest financial services company in the US with close to $5 Trillion in Assets and known for its innovation and putting clients first. Schwab was recently selected as one of the Top 50 companies on the 2020 “World’s Most Admired Companies”. The overall SAMS (Schwab Asset Management Solutions) team is passionately committed to providing solutions that help Schwab clients achieve their financial goals and includes:

  • Charles Schwab Investment Management (CSIM)

  • Charles Schwab Investment Advisory (CSIA)

  • Schwab Center for Financial Research (SCFR)

These groups act as our investment advisor, provide our research, product and sales functions, include our proprietary managed accounts, e.g., Schwab Intelligent Portfolios, and our insights group.

The Schwab Center for Financial Research (SCFR) is responsible for research, analysis, and commentary on investments, market, financial planning, retirement planning, and topics of interest to clients and advisors. To do this, we read, research, analyze, and write about these topics, to help retail clients turn research (and Insights) into action to achieve the desired results and to help our internal investment teams with research content on a broad variety of topics.

What you are good at

The primary responsibility of this position is to investigate key topics of interest to the individual investor focused on estate planning, wealth protections, trusts, tax, and other advanced wealth management techniques and to communicate those results to employees, business partners, advisors and clients. The work focuses on high net worth and ultra-high net worth clients.

Examples of this work include: what are the key attributes of major trust types and their uses for individuals in wealth management? What strategies should high net worth and ultra-high net worth advisors and clients consider for asset protection and management? What key issues should advisors and clients use to manage family support or special needs? What key tax and insurance strategies should investors use to achieve wealth management goals?

This position reports to the Vice President, financial planning, income planning, and wealth managements of the Schwab Center for Financial Research (SCFR) and will work extensively with Schwab’s asset management, Private Client, insurance, wealth management and client facing business units. The Director – High Net Worth – Wealth Management & Estate Planning Research will not work directly with clients but will serve as the subject matter expert on estate planning and wealth management. In addition, the Director will work with others at Schwab on new product design, client communications, and consulting assignments. The Director will also have public facing activities including Schwab publications and website, client events, employee education and media events.

What you have

  • Candidates should have at least ten years of relevant work experience, preferably working with or on behalf of individual investors and clients.

  • Expertise in high net worth and ultra-high net worth strategies including estate planning, wealth protection, trusts, and tax.

  • MBA, CPWA, and/or JD preferred.

  • Excellent writing and public speaking skills are a must as are the ability to work in a collaborative fashion with business units and partners.

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Why Schwab?

At Schwab, “Own Your Tomorrow” embodies everything we do! We are committed to helping our employees unleash their potential and achieve their dreams. Our employees get to play a central role in disrupting a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth. We’re a modern financial services firm that stands apart from the industry, where you can go as far as your ambition takes you.

Hear from employees:What’s it like to work at Schwab! (

The benefits of working at Schwab : a package designed to empower your health, wealth, career and life.

Schwab is committed to building a diverse and inclusive workplace where everyone feels valued.

The posted salary range describes the minimum to maximum range for this job description in the state of Colorado. The salary range is posted in accordance with the Colorado Equal Pay for Equal Work Act. The salary range for this same position may be lower or higher in markets outside of Colorado.

As an equal employment opportunity employer, our policy is to provide equal employment opportunities to all employees and applicants without regard to any status that is protected by law.(Please click here to see policy.) (

Schwab is also an affirmative action employer, focused on advancing women, minorities, veterans, and individuals with disabilities in the workplace.

We believe diversity and inclusion are part of our success as a company and our purpose of serving every client with passion and integrity.

Job Locations US-CO-Lone Tree | US-TX-Westlake | US-IN-Indianapolis | US-FL-Orlando | US-AZ-Phoenix | US-IL-Chicago

Requisition ID 2021-67704

Posted Date 2 weeks ago (2/10/2021 1:45 PM)

Category Investment Research & Management

CO Salary Range 101,900 - 182,200

Position Type Full time