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Financial Consultant

Director of Tax, Trust & Estate Strategy

Job in Edina, Hennepin County, Minnesota, USA
Listing for: Charles Schwab
Full Time position
Listed on 2025-12-16
Job specializations:
  • Finance & Banking
    Financial Consultant
Job Description & How to Apply Below
A leading financial services firm in Minnesota seeks a High Net Worth Tax & Estate Specialist to support Wealth Advisory teams and clients with complex tax and estate needs. This mid-senior level role emphasizes relationship building, educating partners, and uncovering client needs, with travel requirements between 10% to 25%. The firm offers competitive benefits, a hybrid work culture, and opportunities for continuous growth and learning.
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