Senior Equity Compensation Planner

Charles Schwab Corporation; San Francisco (CA); On-site; USD 120,000 - 180,000; Full time

Job summary

Charles Schwab Corporation in San Francisco invites Senior Equity Compensation Planner to help clients turn complex stock compensation into confident financial decisions. You will partner with clients and planning pros to integrate equity strategies into comprehensive financial plans, supporting long-term goals and growing expertise through mentorship and technology.

Requirements include CFP certification, FINRA Series 7 and 63/65 (or 66) licenses, a bachelor’s degree, and 5+ years in financial

Qualifications

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

Responsibilities

• Build trust and deliver personalized planning guidance.
• Develop equity compensation strategies and actionable recommendations.
• Explain complex equity concepts to clients.
• Collaborate across Schwab to deliver integrated planning solutions.
• Manage multiple client relationships with strong organization and time management.

Skills

Client Relationship Management

Analytical Thinking

Consultative Communications

Cross-Functional Collaboration

Time Management

Organization

Attention to Detail

Education

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