Senior Financial Planner — Wealth Strategy & Client Impact

Charles Schwab; Westlake (TX); Vor Ort; USD 120.000 - 180.000; Vollzeit

Benefits dieser Stelle

401(k) with company match

Paid time off

Sabbatical after every 5 years of long

Parental leave

Tuition reimbursement

Health, dental, and vision insurance

Zusammenfassung

Charles Schwab seeks a Senior Financial Planner within Schwab Wealth Advisory to deliver comprehensive financial plans for sophisticated client situations. You will help clients understand their financial lives and create personalized roadmaps across estate planning, risk management, retirement income, and investments.

Using active listening and client relationship management, you will uncover goals, collaborate with specialists, mentor peers, and contribute strategic insight to Schwab’s wealth

Qualifikationen

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

Aufgaben

• Deliver comprehensive financial plans for sophisticated client situations.
• Collaborate with Financial Consultants, Portfolio Consultants, and other specialists to provide a seamless wealth management experience.
• Mentor partners, contribute strategic insight to business initiatives, and represent Schwab to clients and partners

Kenntnisse

Planning

Communication

Customer orientation

Collaboration

Organization

Ausbildung

CFP designation

Bachelor's degree

Master’s degree in financial planning or related field

Jobbeschreibung

Charles Schwab seeks a Senior Financial Planner within Schwab Wealth Advisory to deliver comprehensive financial plans for sophisticated client situations. You will help clients understand their financial lives and create personalized roadmaps across estate planning, risk management, retirement income, and investments.

Using active listening and client relationship management, you will uncover goals, collaborate with specialists, mentor peers, and contribute strategic insight to Schwab’s wealth