The Financial Planning Group is part of the broader Wealth and Advised Solutions organization and is primarily responsible for helping individuals and families with their financial needs. Whether it’s retirement planning, charitable giving, estate planning, active investing or managing banking and lending needs, Investor Services can help.
This position will be responsible for leading a team of experts who deliver comprehensive financial planning solutions to our clients at Schwab. Our teams are dedicated to making a difference through the power of planning. We connect, deeply understand and paint a picture of what’s possible regarding our clients financial lives. As Fiduciaries, we bring expertise across the 13 Wealth Management topics in conjunction with powerful technology to inspire clients to take action and own their financial legacies.
What you have
We place a premium on high performance leadership, and the ability to execute our strategic focus. Essential skills include:
Required Qualifications:
Bachelor's degreeCFP® designation Active and valid FINRA Series 7 license Active and valid FINRA Series 63/65 or 66, and 9/10 (or to be obtained within 90 days)Preferred Qualifications:
Insurance licensing strongly preferredPrefer a minimum of 7+ years of financial services experience including 3+ years of supervisory experienceStrong understanding of comprehensive financial planning philosophy in conjunction with the ability to mentor and develop individual team members to reach their highest potentialTried work ethic with a high level of integrity to build trust and strong relationships with key stakeholders and internal partners across the organizationCollaborative and relationship-focused work style with proven success in a team based environment.Excellent communication skills and ability to effectively communicate sophisticated topics to clients and partneresIn addition to the salary range, this role is also eligible for bonus or incentive opportunities.
Options Apply for this jobApplyShareRefer a friendRefer Sorry the Share function is not working properly at this moment. Please refresh the page and try again later. Share on your newsfeed Why work for us?Own Your Tomorrow embodies everything we do! We are committed to helping our employees ignite their potential and achieve their dreams. Our employees get to play a central role in reinventing a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth.
Benefits: A competitive and flexible package designed to empower you for today and tomorrow. We offer a competitive and flexible package designed to help you make the most of your life at work and at home—today and in the future. Application FAQs
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