Join Charles Schwab as a Financial Planner where you'll impact clients' financial futures through comprehensive planning and advice. Collaborate with internal partners and deliver tailored financial solutions to help clients achieve their goals in a supportive and empowering environment.
Key Responsibilities
Cultivate referral relationships with internal Schwab departments
Interact directly with clients to deliver customized financial plans
Participate in ongoing personal development and training
Required Qualifications
CFP® designation required
Active and valid FINRA Series 7 license required
Active and valid FINRA Series 63/65 or 66 license required
Minimum 3+ years’ experience with creating and presenting complex financial plans
In-depth knowledge and demonstrated sales skills
Proven ability to manage multiple tasks and financial plans
Extensive knowledge of the financial planning cycle
Excellent communication skills
Benefits & Perks
401(k) with company matchEmployee stock purchase planPaid time for vacation, volunteering, and 28-day sabbatical after every 5 years of servicePaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance