Director, Financial Planning Research

The Charles Schwab Corporation; Lone Tree (CO); On-site; USD 180,000 - 280,000; Full time

Benefits offered by this job

401(k) with company match

Paid vacation & sabbatical after 5 yrs

Paid parental leave & family-building

Tuition reimbursement

Health, dental, and vision insurance

Job summary

The Charles Schwab Corporation is seeking a Director of Financial Planning Research to conduct and articulate research that shapes Schwab’s planning perspectives. You will translate insights into advisor guidance, client education, and practical resources while collaborating across product, technology, and business teams.

You will strengthen advisor conversations, improve client outcomes, and advance Schwab’s position as a trusted source of planning insights.

Qualifications

• CFP certification is required.
• Bachelor’s degree in Financial Planning, Finance, Economics, Business or related field.
• 10+ years of experience in financial planning, advisor consulting, wealth advisory, or related field.
• Ability to apply research analysis and problem solving to evaluate complex planning topics and investor needs.
• Ability to translate complex research and planning concepts into clear guidance for advisors and clients.
• Demonstrated cross-functional collaboration and decision making with product, technology, and business partners.

Responsibilities

• Lead and conduct research for financial planning topics and perspectives.
• Shape Schwab’s perspective on planning themes and translate insights into frameworks and advisor guidance.
• Develop client-facing resources and educational programs from research findings.
• Collaborate with product, technology, and business teams to identify needs and solve complex planning challenges.
• Support development and adoption of advisor-facing tools and capabilities.
• Strengthen advisor conversations and client outcomes through research-driven guidance.

Skills

CFP certification

Research analysis

Problem solving

Written communication

Cross-functional collaboration

Education

Bachelor’s degree in Financial Planning, Finance, Economics, Business

Job description

Your Opportunity

At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us challenge the status quo and transform the finance industry together.

We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location(s).

Applicants must be currently authorized to work in the United States on a full-time basis without employer sponsorship.

The Schwab Center for Financial Research develops thought leadership, educational content, and practical resources that help clients and financial professionals make informed financial planning decisions.

As Director, Financial Planning Research, you will conduct research, shape Schwab’s perspective on important planning topics, and translate complex insights into clear frameworks, educational programs, advisor guidance, and client-facing resources. You will collaborate across product, technology, and business teams to identify emerging needs, solve complex planning challenges, and support the development and adoption of advisor-facing tools and capabilities. Your work will strengthen advisor conversations, improve client outcomes, and help advance Schwab’s position as a trusted source of financial planning insights.

What you have

Required qualifications

• CFP® certification
• Bachelor’s degree in Financial Planning, Finance, Economics, Business, or a related field
• 10+ years of experience in financial planning, advisor consulting, wealth advisory, financial services research, or a related field
• Ability to apply Research Analysis and Problem Solving to evaluate complex financial planning topics, emerging trends, and investor needs
• Ability to use Written Communication to translate complex research and planning concepts into clear, practical guidance for advisors and clients
• Demonstrated Cross-Functional Collaboration and Decision Making when developing solutions with product, technology, and business partners

Preferred qualifications

• Subject Matter Expertise in retirement planning, retirement income planning, Social Security, Medicare and healthcare planning, banking and lending, Risk Management, equity compensation, concentrated stock positions, or investor behavior
• Experience applying Content Strategy to develop thought leadership, articles, white papers, presentations, advisor guidance, or client education
• Experience using Educational Program Development to create or enhance financial planning curricula, learning experiences, or advisor education programs
• Ability to use Communication and Public Speaking to represent financial planning perspectives through presentations, webinars, conferences, media opportunities, or industry events
• Ability to demonstrate Adaptability when responding to evolving investor needs, industry trends, business priorities, and advisor technology
• Ability to build trusted relationships, align stakeholders, and establish consistent financial planning guidance across a large organization
• Experience supporting the development, rollout, or adoption of advisor-facing tools, workflows, training resources, or technology-enabled planning capabilities

In addition to the salary range, this role is eligible for bonus or incentive opportunities.

What’s in it for you

At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

We offer a competitive benefits package that takes care of the whole you – both today and in the future:

• 401(k) with company match and Employee stock purchase plan
• Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
• Paid parental leave and family building benefits
• Tuition reimbursement
• Health, dental, and vision insurance