Senior Equity Compensation Strategist

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

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