Sr Manager, Financial Planner

Charles Schwab; Westlake (TX); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

401(k) with company match

Paid time off

Sabbatical after every 5 years of long

Parental leave

Tuition reimbursement

Health, dental, and vision insurance

Job summary

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

Qualifications

• 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

Responsibilities

• 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

Skills

Planning

Communication

Customer orientation

Collaboration

Organization

Education

CFP designation

Bachelor's degree

Master’s degree in financial planning or related field

Job description

Your opportunity

At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.

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

Using active listening and client relationship management, you will uncover clients’ goals, concerns, and holistic financial needs. You will collaborate with Financial Consultants, Portfolio Consultants, and other specialists to provide a seamless wealth management experience. You will also mentor partners, contribute strategic insight to business initiatives, and represent Schwab through client and partner presentations.

What you have

Required 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

Top skills assessed during the interview

• Planning: Apply comprehensive financial planning expertise to create, review, and refine complex client plans
• Communication: Explain complex financial topics clearly, helping clients make informed decisions
• Customer orientation: Build trust, anticipate needs, and resolve issues that affect the client experience
• Collaboration: Coordinate with internal and external partners to address clients’ financial goals
• Organization: Manage competing priorities, meetings, follow-up activities, and accurate plan delivery

Learning and development

You will continue building financial planning leadership, mentoring, public speaking, strategic influence, and technology skills through ongoing coaching, development, and cross-functional partnership. Schwab values continuous learning, growth, collaboration, meaningful work, and development support from leaders.

What’s in it for you

At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

We offer a competitive benefits package that takes care of the whole you - both today and in the future:

• 401(k) with company match and Employee stock purchase plan
• Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
• Paid parental leave and family building benefits
• Tuition reimbursement
• Health, dental, and vision insurance