Sr. Team Manager - Centralized Planning Group Help Desk
Your Opportunity
Your opportunity
The Financial Planning Group is part of the broader Investor Services 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, Investor Services can help.
This position will be responsible for leading a team who help support the delivery of financial planning solutions to our clients at Schwab. Our teams are dedicated to making a difference through the power of planning. We connect, deeply understand and paint a picture of what’s possible regarding our clients’ financial lives. As Fiduciaries, we bring expertise across the 13 Wealth Management topics in conjunction with powerful technology to inspire clients to take action and own their financial legacies.
What you have
We place a premium on high performance leadership, and the ability to execute our strategic focus. Essential skills include:
Required Qualifications:
- Bachelor's degree
- CFP® designation
- Active and valid FINRA Series 7 license
- Active and valid FINRA Series 63/65 or 66
- Active and valid FINRA 9/10 (or to be obtained within 90 days)
Preferred Qualifications:
- Insurance licensing strongly preferred
- Prefer a minimum of 7+ years of financial services experience including 3+ years of supervisory experience
- Strong understanding of comprehensive financial planning philosophy in conjunction with the ability to mentor and develop individual team members to reach their highest potential
- Tried work ethic with a high level of integrity to build trust and strong relationships with key stakeholders and internal partners across the organization
- Collaborative and relationship-focused work style with proven success in a team-based environment.
- Excellent communication skills and ability to effectively communicate sophisticated topics to clients and partners
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
What’s in it for you
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. 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 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
What you are good at
What you have
We place a premium on high performance leadership, and the ability to execute our strategic focus. Essential skills include:
Required Qualifications:
- Bachelor's degree
- CFP® designation
- Active and valid FINRA Series 7 license
- Active and valid FINRA Series 63/65 or 66
- Active and valid FINRA 9/10 (or to be obtained within 90 days)
Preferred Qualifications:
- Insurance licensing strongly preferred
- Prefer a minimum of 7+ years of financial services experience including 3+ years of supervisory experience
- Strong understanding of comprehensive financial planning philosophy in conjunction with the ability to mentor and develop individual team members to reach their highest potential
- Tried work ethic with a high level of integrity to build trust and strong relationships with key stakeholders and internal partners across the organization
- Collaborative and relationship-focused work style with proven success in a team-based environment.
- Excellent communication skills and ability to effectively communicate sophisticated topics to clients and partners
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
Why Schwab?
At Schwab, “Own Your Tomorrow” embodies everything we do! We are committed to helping our employees unleash their potential and achieve their dreams. Our employees get to play a central role in disrupting a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth. We’re a modern financial services firm that stands apart from the industry, where you can go as far as your ambition takes you.
Hear from employees: What’s it like to work at Schwab!
The benefits of working at Schwab : a package designed to empower your health, wealth, career and life. Schwab is committed to building a diverse and inclusive workplace where everyone feels valued.
As an equal employment opportunity employer, our policy is to provide equal employment opportunities to all employees and applicants without regard to any status that is protected by law. (Please click here to see policy.)
Schwab is also an affirmative action employer, focused on advancing women, minorities, veterans, and individuals with disabilities in the workplace. We believe diversity and inclusion are part of our success as a company and our purpose of serving every client with passion and integrity.