Sr Manager, Sr Financial Planner

Your Opportunity

Schwab remains committed to providing increased visibility to career growth opportunities and job requirements. This posting announcement is part of increased transparency and while all qualified applicants will be reviewed and considered, this organization has a preferred candidate identified for this role.

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.

We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location(s).

Investor Advice Solutions consists of Schwab Wealth Advisory, Centralized Service & Operations and Wealth Strategies Consulting Group. Schwab Wealth Advisory is a premier, fee based and non-discretionary investment advisory solution providing clients with a personal relationship, specialized service and ongoing advice built on Schwab’s approach to investing. The Centralized Service & Operations group supports Fixed Income and Schwab Wealth Advisory clients as the client facing phone teams. The Wealth Strategies Consulting Group addresses complex wealth management needs of clients through our Planning and Wealth Strategy teams. Additionally, they provide specialized products to meet income generation, risk mitigation, and liquidity needs.

We place a premium on high performance, quality service and the ability to execute our strategy.

What you have

To ensure that we fulfill our promise of “challenging the status quo,” this role has specific qualifications that successful candidates should have.

Required Qualifications:

• Masters level or equivalent Financial Planning-related designation
• CFP® designation is required
• Active and valid FINRA Series 7 license required
• Active and valid FINRA Series 63/65 or 66 required (may be obtained within the first 120 days condition of employment)
• Bachelor’s degree required
• Minimum of 7 years of Comprehensive Financial Planning experience
• Knowledge and ability to move clients through complete and complex financial planning cycle

Preferred:

• Passion for financial planning to help clients manage their financial futures and build stronger relationships with clients
• Ability to articulate the value and importance of financial planning services
• Ability to work effectively with internal and external partners to address clients/prospects financial needs and goals.
• Excellent communication skills and ability to effectively communicate complex topics to clients.
• Strong client services skills and ability to anticipate and resolve problems on own initiative.
• Embrace an entrepreneurial and self-starter mentality
• Able to quickly learn new technology and utilize a variety of data and systems in order to proactively identify solutions to client financial needs.
• Strong analytical skills and attention to detail in order to adhere to policies, procedures and guidelines.
• Proven work ethic with a high level of integrity to build trust with our clients and internal partners
• Collaborative and relationship-focused work style with demonstrated success in a team-based environment.
• Open to ongoing coaching and development to achieve positive client outcomes and achieve professional career aspirations

In addition to the salary range, this role is eligible for bonus or incentive opportunities.