- Charles Schwab (Dallas, TX)
- …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 ... 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 … more
- JPMorgan Chase (Dallas, TX)
- …professionals experienced in, and dedicated to, estate administration, trust administration, investment management, tax compliance and administration, ... in class" client service + Demonstrated understanding of wealth management, trust and estate administration, and/or vendor management preferred JPMorganChase,… more
