Senior Financial Planner & Wealth Advisory Lead

Charles Schwab Corporation; Westlake (TX); On-site; USD 110,000 - 160,000; Full time

Job summary

Charles Schwab Corporation is seeking a Senior Financial Planner with Schwab Wealth Advisory to deliver comprehensive financial plans for sophisticated client situations. You will help clients understand their financial lives, create personalized roadmaps, and provide recommendations across estate planning, risk management, retirement planning, and investment allocation.

You will collaborate with Financial Consultants, Portfolio Consultants, and other specialists to provide a seamless wealth

Qualifications

• CFP designation, bachelor’s degree, and a financial planning-related master’s degree or equivalent designation.
• Active FINRA Series 7 and Series 63/65 or 66 licenses.
• At least five years of financial services experience plus two years of financial planning experience.

Skills

Planning

Communication

Customer orientation

Collaboration

Organization

Education

CFP designation

Bachelor's degree

Master's degree or equivalent designation

Job description

Charles Schwab Corporation is seeking a Senior Financial Planner with Schwab Wealth Advisory to deliver comprehensive financial plans for sophisticated client situations. You will help clients understand their financial lives, create personalized roadmaps, and provide recommendations across estate planning, risk management, retirement planning, and investment allocation.

You will collaborate with Financial Consultants, Portfolio Consultants, and other specialists to provide a seamless wealth