Senior Equity Compensation Planner

Charles Schwab; San Francisco (CA); Hybrid; USD 140,000 - 190,000; Full time

Benefits offered by this job

401(k) with company match

Employee stock purchase plan

Sabbatical after 5 years

Parental leave

Tuition reimbursement

Health, dental, and vision insurance

Hybrid work

Job summary

Charles Schwab seeks a Senior Equity Compensation Planner to translate complex stock compensation programs into confident financial decisions and integrated planning solutions for clients. You’ll collaborate with planning professionals and mentors, leveraging technology to grow expertise and deliver tangible client outcomes.

The role emphasizes risk-aware, client-centric financial planning with opportunities for professional development and a hybrid work approach to balance flexibility with

Qualifications

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

Responsibilities

• 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 to deliver integrated planning solutions.
• Demonstrate strong 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

Education

Bachelor’s degree

CFP certification

FINRA Series 7 & 63/65/66 licenses

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

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