SR MANAGER, FINANCIAL PLANNER

About 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.

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.

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.