Financial Planner, Centralized Planning Group

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. 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.The Financial Planning Group is part of the broader Wealth and Advised Solutions organization and is primarily responsible for helping individuals and families with their financial needs. Whether it’s retirement planning, charitable giving, estate planning, active investing or managing banking and lending needs, Planning can help.The Financial Planning Group works with partners to provide comprehensive financial planning services for clients and prospects seeking advice on how to reach multiple goals. The plan includes a customized analysis to address financial 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 identify a client’s 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 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. What you have CFP designation requiredActive and valid FINRA Series 7 license required (may be obtained within the first 120 days condition of employment)Active and valid FINRA Series 63/65 or 66 license required (may be obtained with 120 days condition of employment)Minimum 3+ years’ experiencewith creating and presenting complex/comprehensive financial plansIn-depth knowledge and demonstrated sales skills to position financial planning servicesProven ability to manage multiple tasks and financial plans to ensure that an accurate final plan is delivered to each client/prospect in a timely manner.Extensive knowledge and mastery of moving clients through complete and complex financial planning cycleAbility to work effectively with internal and external partners to address clients/prospects financialneeds and goals.Excellent communication skills and ability to effectively communicate complex topics to addition to the salary range, this role is also eligible for bonus or incentive opportunities. Why work for us? At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. We offer a competitive to our full-time employees 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

Created: 2025-11-14