As a Senior Financial Planner at Schwab, you will provide expert-level financial planning and advice to clients, helping them navigate complex wealth management issues. Your role involves mentoring other financial professionals, delivering personalized financial plans, and maintaining strong client relationships to ensure their financial futures are secure.
Key Responsibilities
Deliver comprehensive financial plans for complex client situations
Provide strategic insight into initiatives for Schwab Wealth Advisory
Mentor and coach Financial Consultants and Portfolio Consultants
Engage clients to understand their financial goals and concerns
Create and refine personalized financial plans
Manage multiple tasks and priorities effectively
Connect clients with additional Schwab specialists and services
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 the complete financial planning cycle
Excellent communication skills
Strong client services skills
Embrace an entrepreneurial mentality
Strong analytical skills
Proven work ethic
Collaborative work style
Open to ongoing coaching and development
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