As a Senior Financial Planner at Schwab, you will provide expert financial planning services to clients, helping them navigate complex financial situations. Your role will focus on building relationships, delivering personalized financial roadmaps, and mentoring other financial professionals to enhance their skills.
Key Responsibilities
Deliver comprehensive financial plans for complex client situations
Provide strategic insight into initiatives and projects
Mentor and coach Financial Consultants and Portfolio Consultants
Engage with partners and clients to understand their financial goals
Create, review, and refine personalized financial plans
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
Preferred Qualifications
Passion for financial planning
Ability to articulate the value of financial planning services
Knowledge of complete financial planning cycle
Excellent communication skills
Strong client services skills
Entrepreneurial and self-starter mentality
Strong analytical skills and attention to detail
Benefits & Perks
401(k) with company matchEmployee stock purchase planPaid time for vacation, volunteering, and sabbaticalPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance