Senior Equity Compensation Planner – CFP Professional

Charles Schwab; Lone Tree (CO); Hybrid; USD 90,000 - 130,000; Full time

Benefits offered by this job

Hybrid work model

401(k) with company match

Paid vacation and sabbatical after 5+

Paid parental leave and family benefi

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab is seeking an Equity Compensation Planner to educate clients on equity compensation, understand their goals, and deliver actionable recommendations that strengthen the overall financial plan. You will partner with clients to create personalized equity compensation roadmaps and action plans while leveraging Schwab's technology and guidance.

The role emphasizes CFP expertise, FINRA licenses, and a collaborative, client-focused approach within a hybrid work environment that supports

Qualifications

• CFP designation required.
• Active FINRA Series 7 required.
• Active FINRA Series 63/65 or 66 required.
• Bachelor's degree required.
• Preferred: Insurance licensing.

Responsibilities

• Educate clients on equity compensation and provide actionable recommendations.
• Build and refine client equity compensation roadmaps and action plans.
• Answer client questions and educate on options, RSUs and SARs per policy.
• Collaborate with Schwab teams to serve clients and grow relationships.

Skills

CFP designation

FINRA Series 7

FINRA Series 63/65/66

Education

Bachelor's degree

Job description

Charles Schwab is seeking an Equity Compensation Planner to educate clients on equity compensation, understand their goals, and deliver actionable recommendations that strengthen the overall financial plan. You will partner with clients to create personalized equity compensation roadmaps and action plans while leveraging Schwab's technology and guidance.

The role emphasizes CFP expertise, FINRA licenses, and a collaborative, client-focused approach within a hybrid work environment that supports