Capital Roles

Charles Schwab Bank

Director, Tax, Trust & Estate Specialist

Omaha, NE +2 more · Financial Planning/Advice · Posted Sep 16, 2026

Excerpt from Charles Schwab Bank's posting

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.

Read the full description on Charles Schwab Bank's site (opens in a new tab)

Hiring intel

How long this role has been open, and what it pays elsewhere

Time open, reposts at this bank, and posted pay for this title across banks, built from the nightly checks.

See the intel Pass holders. See the passes.

Saved roles line up on your compare table.

Going for this role? The two-week coaching sprint is four one-hour sessions over two weeks, for bankers going for a specific role at a specific bank.

Similar roles

  1. Tax Director

    FIS

    • Florida +1 more
    • Finance

  2. Assistant Corporate Tax Director

    Truist

    • Charlotte, NC +1 more
    • Finance Group

  3. Senior Director, Tax Accounting (Remote- Eligible)

    Capital One

    • McLean, VA +1 more
    • Finance
    $217,000 – $247,700 a year

  4. Wealth Advisor, Schwab Wealth Advisory

    Charles Schwab Bank

    • Irvine, CA
    • Financial Planning/Advice
    $110,000 – $168,000 a year

  5. Sr. Manager, Wealth Advisor - Schwab Wealth Advisory

    Charles Schwab Bank

    • Irvine, CA
    • Financial Planning/Advice
    $161,700 – $228,000 a year

  6. Senior Fixed Income Specialist

    Charles Schwab Bank

    • Phoenix, AZ +1 more
    • Financial Planning/Advice
    $28.85 – $44.71 an hour