Senior Equity Compensation Strategist

Charles Schwab Corporation; San Francisco (CA); On-site; USD 120,000 - 210,000; Full time

Job summary

Charles Schwab Corporation is seeking a Senior Equity Compensation Planner to help clients transform complex stock compensation into confident financial decisions. You will partner with clients and a collaborative team to integrate equity strategies into comprehensive financial plans that support long-term goals and strengthen relationships.

You will apply analytical thinking, client relationship management, and cross-functional collaboration to deliver actionable recommendations and innovative

Qualifications

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

Responsibilities

• Use client relationship management and communication skills to build trust 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 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

Organization

Education

CFP certification

FINRA Series 7 and Series 63/65 or 66 licenses

Bachelor's degree

Job description

Charles Schwab Corporation is seeking a Senior Equity Compensation Planner to help clients transform complex stock compensation into confident financial decisions. You will partner with clients and a collaborative team to integrate equity strategies into comprehensive financial plans that support long-term goals and strengthen relationships.

You will apply analytical thinking, client relationship management, and cross-functional collaboration to deliver actionable recommendations and innovative