Senior Equity Compensation Planner

Charles Schwab Corporation; San Francisco (CA); On-site; USD 120,000 - 210,000; Full time

Job summary

Charles Schwab Corporation is seeking a Senior Equity Compensation Planner to help clients transform complex stock compensation into confident financial decisions. You will partner with clients and a collaborative team to integrate equity strategies into comprehensive financial plans that support long-term goals and strengthen relationships.

You will apply analytical thinking, client relationship management, and cross-functional collaboration to deliver actionable recommendations and innovative

Qualifications

• CFP certification required.
• Active FINRA Series 7 and Series 63/65 or 66 licenses.
• Bachelor's degree.
• 5+ years of financial services experience.
• Experience applying client relationship management, analytical thinking, consultative communications, cross-functional collaboration and time management skills.

Responsibilities

• Use client relationship management and communication skills to build trust and deliver personalized planning guidance.
• Apply analytical thinking and financial planning expertise to develop equity compensation strategies and actionable recommendations.
• Leverage consultative communications to simplify complex equity compensation concepts and help clients make informed decisions.
• Partner across Schwab using cross-functional collaboration and partnership development to deliver integrated planning solutions.
• Demonstrate organization, time management, and attention to detail while managing multiple client relationships and planning priorities.

Skills

Client Relationship Management

Analytical Thinking

Consultative Communications

Cross-Functional Collaboration

Time Management

Organization

Education

CFP certification

FINRA Series 7 and Series 63/65 or 66 licenses

Bachelor's degree

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.

As a Senior Equity Compensation Planner, you'll help clients turn complex stock compensation programs into confident financial decisions. Partnering with clients and a collaborative team of planning professionals, you'll integrate equity compensation strategies into comprehensive financial plans that support long-term goals and strengthen client relationships. You'll make a meaningful impact while continuing to grow your expertise through mentorship, innovative technology, and ongoing development opportunities.

You will:

• Use Client Relationship Management and Communication skills to build trust, uncover client goals, and deliver personalized planning guidance.
• Apply Analytical Thinking and financial planning expertise to develop equity compensation strategies and actionable recommendations.
• Leverage Consultative Communications to simplify complex equity compensation concepts and help clients make informed decisions.
• Partner across Schwab using Cross-Functional Collaboration and Partnership Development skills to deliver integrated planning solutions.
• Demonstrate strong Organization, Time Management, and Attention to Detail while managing multiple client relationships and planning priorities.

What you have

Required Qualifications

• CFP® certification
• Active FINRA Series 7 and Series 63/65 or 66 licenses
• Bachelor's degree
• 5+ years of financial services experience
• Demonstrated success applying Client Relationship Management, Analytical Thinking, Consultative Communications, Cross-Functional Collaboration, and Time Management skills to drive positive client outcomes.

Preferred Qualifications

• Insurance licensing
• 3+ years of equity compensation planning experience
• Experience with stock options, RSUs, stock awards, and stock appreciation rights
• Entrepreneurial Orientation and a proactive, client-focused mindset
• Experience leveraging technology and data to enhance planning outcomes and client experiences