Financial Planner

Position Type: RegularYour opportunityAt Schwab, youre 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 locations.This Financial Planner position is a specialist supporting broader Investor Services organization and is primarily responsible for helping individuals and families with their financial needs. Whether its retirement planning, charitable giving, estate planning, active investing or managing banking and lending needs, Investor Services can help.The Financial Planner works with Schwab Wealth Advisory Investment Advisors to provide comprehensive financial planning services for clients and prospects seeking advice on how to reach multiple goals. The financial plan includes a customized analysis to address client or prospective client goals, such as: retirement, college, risk management, asset allocation, and estate planning needs. After setting realistic expectations with the client or prospect, the Schwab Financial Planner prepares and presents a financial plan which will identify a clients current situation, opportunities and gaps, and advise on specific steps to meet financial goals.The Financial Planner is responsible for strengthening the relationship between Schwab and clients who have the need for advice on complex financial situations. The financial planning process includes cultivating referral relationships with internal partners, supporting client relationships based on the needs of clients and partners, and working directly with clients to assess and advise on complex financial planning topics. Candidates should have a strong background in client and practice management, presentation and communication skills, and expertise in the area of financial planning.Responsibilities include; working with assigned internal Schwab departments (primarily the Branch and Schwab Wealth Advisory Investment Advisors) to cultivate a referral relationship. Interact directly with clients in delivering detailed and customized financial plans. Participate in ongoing personal development and training to continually grow as a professional and advisor. Participate in joint sales calls regarding Schwabs financial planning capabilitiesWhat you haveIn addition to the salary range, this role is also eligible for bonus or incentive opportunities.Whats in it for youAt Schwab, were committed to empowering our employees personal and professional success. Our purpose-driven, supportive culture, and focus on your development means youll get the tools you need to make a positive difference in the finance industry. 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 planPaid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positionsPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurancePDN-9f2f9a67-cb7a-4602-8205-020e6b78e0c2

Created: 2025-06-20