Highlights
Partnering with clients and a collaborative team of planning professionals, you''ll integrate equity compensation strategies into comprehensive financial plans that support long-term goals and strengthen client relationships. Demonstrated success applying Client Relationship Management, Analytical Thinking, Consultative Communications, Cross-Functional Collaboration, and Time Management skills to drive positive client outcomes.
Numbers & Facts
| Location | San Francisco, CA |
| Industry | Security and Surveillance |
| Company Size | 1,000 to 1,499 employees |
| Year Founded | 1971 |
| Website | http://www.aboutschwab.com/careers |
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 Equity Compensation Planner, you''ll help clients turn complex stock compensation programs into confident financial decisions. Partnering with clients and a collaborative team of planning professionals, you''ll integrate equity compensation strategies into comprehensive financial plans that support long-term goals and strengthen client relationships. You''ll make a meaningful impact while continuing to grow your expertise through mentorship, innovative technology, and ongoing development opportunities.
You will:
- Use Client Relationship Management and Communication skills to build trust, uncover client goals, and deliver personalized planning guidance.
- Apply Analytical Thinking and financial planning expertise to develop equity compensation strategies and actionable recommendations.
- Leverage Consultative Communications to simplify complex equity compensation concepts and help clients make informed decisions.
- Partner across Schwab using Cross-Functional Collaboration and Partnership Development skills to deliver integrated planning solutions.
- Demonstrate strong Organization, Time Management, and Attention to Detail while managing multiple client relationships and planning priorities.
What you have
Required Qualifications
- CFP certification
- Active FINRA Series 7 and Series 63/65 or 66 licenses
- Bachelor's degree
- 5+ years of financial services experience
- Demonstrated success applying Client Relationship Management, Analytical Thinking, Consultative Communications, Cross-Functional Collaboration, and Time Management skills to drive positive client outcomes.
Preferred Qualifications
- Insurance licensing
- 3+ years of equity compensation planning experience
- Experience with stock options, RSUs, stock awards, and stock appreciation rights
- Entrepreneurial Orientation and a proactive, client-focused mindset
- Experience leveraging technology and data to enhance planning outcomes and client experiences
About Company
The Charles Schwab Corporation is a leading provider of financial services, with more than 300 offices. Through its operating subsidiaries, the company provides a full range of securities brokerage, banking, money management and financial advisory services to individual investors and independent investment advisors. Named "Highest in Investor Satisfaction with Self-Directed Services" by J.D. Power and Associates in 2009, its broker-dealer subsidiary, Charles Schwab & Co., Inc. (member SIPC) affiliates offer a complete range of investment services and products including an extensive selection of mutual funds; financial planning and investment advice; retirement plan and equity compensation plan services; referrals to independent fee-based investment advisors; and custodial, operational and trading support for independent, fee-based investment advisors through Schwab Advisor Services.
The Charles Schwab Bank (member FDIC) provides banking and mortgage services and products. To meet the needs of our clients, we are actively recruiting people with the desire, drive and creativity to find solutions that help meet our clients' needs; who want the chance to learn, grow with the company and explore their career opportunities; who will strive for excellence in achieving our clients' and our company's goals; who have the highest ethical standards - individuals who take pride in making a difference in people's lives.
The Charles Schwab Bank (member FDIC) provides banking and mortgage services and products. To meet the needs of our clients, we are actively recruiting people with the desire, drive and creativity to find solutions that help meet our clients' needs; who want the chance to learn, grow with the company and explore their career opportunities; who will strive for excellence in achieving our clients' and our company's goals; who have the highest ethical standards - individuals who take pride in making a difference in people's lives.