As a Senior Financial Planner at Charles Schwab, you will deliver comprehensive financial plans for complex client situations and provide expert advice in wealth management. You'll engage deeply with clients to understand their needs and enhance their financial strategies while mentoring colleagues to elevate the firm's financial planning acumen.
Key Responsibilities
Deliver comprehensive financial plans
Provide strategic insight into initiatives and projects
Deliver presentations at public speaking events
Mentor and support the growth of financial planning acumen
Build rapport with clients and conduct discovery conversations
Create, review, and refine financial roadmaps
Provide ongoing support and updates to financial plans
Engage partners to create awareness of financial planning abilities
Required Qualifications
Master’s level or equivalent Financial Planning-related designation
CFP® designation
Active and valid FINRA Series 7 license
Active and valid FINRA Series 63/65 or 66
Bachelor’s degree
Minimum of 5 years financial services experience
2 years Financial Planning experience
Passion for financial planning
Ability to articulate the value of financial planning services
Knowledge of complete and complex financial planning cycle
Excellent communication skills
Strong client services skills
Embrace an entrepreneurial and self-starter mentality
Strong analytical skills
Proven work ethic with high integrity
Collaborative work style
Benefits & Perks
401(k) with company matchEmployee stock purchase planPaid time for vacation and volunteering28-day sabbatical after every 5 years of servicePaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance