Senior Equity Compensation Planner | Hybrid/CFP

Charles Schwab; Phoenix (AZ); Hybrid; USD 120,000 - 160,000; Full time

Benefits offered by this job

Hybrid work

401(k) with company match

Paid time off + sabbatical

Parental leave

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab is seeking an Equity Compensation Planner to educate clients, assess goals, and translate equity compensation into actionable financial plans. You will deliver personalized guidance on stock options, RSUs, and related tools, aligning with Schwab's policies and investment methodology.

You will collaborate with a team of 10-12 professionals, leveraging technology to provide proactive planning, client education, and actionable recommendations for wealth planning and equity strategy.

Qualifications

• CFP designation is required.
• Active FINRA Series 7.
• Active FINRA Series 63/65 or 66.
• Preferred: Insurance licensing.
• Bachelor’s degree required.
• 5+ years in financial services with 3 years in equity compensation.

Responsibilities

• Educate clients and understand their goals to inform financial plans.
• Develop equity compensation roadmaps and personalized action plans.
• Explain equity compensation options (stock options, RSUs, SARs) per policy guidelines.
• Engage in business development to retain assets and expand client relationships.
• Coordinate with Schwab specialists and departments to deliver integrated advice.

Skills

CFP designation

FINRA Series 7

FINRA 63/65/66

Insurance licensing (preferred)

Bachelor’s degree

Equity compensation knowledge

Education

Bachelor’s degree

Tools

CFP software

Job description

Charles Schwab is seeking an Equity Compensation Planner to educate clients, assess goals, and translate equity compensation into actionable financial plans. You will deliver personalized guidance on stock options, RSUs, and related tools, aligning with Schwab's policies and investment methodology.

You will collaborate with a team of 10-12 professionals, leveraging technology to provide proactive planning, client education, and actionable recommendations for wealth planning and equity strategy.