Equity Compensation Strategy Lead

Charles Schwab Corporation; Westlake (TX); On-site; USD 120,000 - 170,000; Full time

Job summary

Charles Schwab Corporation is seeking an Equity Compensation Planner who will educate clients, understand their goals, and deliver actionable recommendations to strengthen financial plans. You will partner with clients on equity compensation, including stock options, RSUs and SARs, while leveraging technology to support planning and client service.

You will join a team focused on delivering advanced financial planning and investment advice, in a fast-paced environment with mentoring and career

Qualifications

• CFP® designation is required
• Active FINRA Series 7
• Active FINRA Series 63/65 or 66
• Preferred: Insurance licensing
• Bachelor's degree required
• Prefer a minimum of 5 years of financial services experience with 3 years of equity compensation experience

Responsibilities

• Build rapport with clients and conduct discovery conversations to understand financial needs, demonstrating value of CFP® partnership.
• Partner with clients to create, review and refine their equity compensation roadmap and deliver their action plan.
• Provide education about equity compensation including stock options, RSUs and SARs in line with policies.
• Engage clients to incorporate equity compensation into portfolios aligning with financial goals for business development and asset retention.
• Recommend and enroll clients into specific portfolios based on their plan and needs.
• Apply a planning-based, consultative approach to meet client goals and needs.
• Collaborate with internal firms to identify clients who would benefit from these services.
• Manage multiple tasks to deliver accurate final plans on time.
• Coordinate meetings with business partners and clients; follow up to progress planning.
• Demonstrate ability to analyze complex situations and leverage technology.

Education

CFP designation

FINRA Series 7

FINRA Series 63/65/66

Insurance licensing

Bachelor's degree

Job description

Charles Schwab Corporation is seeking an Equity Compensation Planner who will educate clients, understand their goals, and deliver actionable recommendations to strengthen financial plans. You will partner with clients on equity compensation, including stock options, RSUs and SARs, while leveraging technology to support planning and client service.

You will join a team focused on delivering advanced financial planning and investment advice, in a fast-paced environment with mentoring and career