Senior Equity Compensation Planner
Your Opportunity
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
What’s in it for you
At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. 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
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
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.