Senior Equity Compensation Strategist

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

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