Sr Manager, Financial 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 Financial Planner with Schwab Wealth Advisory, you will deliver comprehensive financial plans for sophisticated client situations. You will help clients understand their financial lives, create personalized financial roadmaps, and provide recommendations across estate planning, risk management, retirement income planning, and investment allocation.
Using active listening and client relationship management, you will uncover clients’ goals, concerns, and holistic financial needs. You will collaborate with Financial Consultants, Portfolio Consultants, and other specialists to provide a seamless wealth management experience. You will also mentor partners, contribute strategic insight to business initiatives, and represent Schwab through client and partner presentations.
What you have
Required qualifications
- CFP® designation, bachelor’s degree, and a financial planning-related master’s degree or equivalent designation
- Active FINRA Series 7 and Series 63/65 or 66 licenses
- At least five years of financial services experience plus two years of financial planning experience
Top skills assessed during the interview
- Planning: Apply comprehensive financial planning expertise to create, review, and refine complex client plans
- Communication: Explain complex financial topics clearly, helping clients make informed decisions
- Customer orientation: Build trust, anticipate needs, and resolve issues that affect the client experience
- Collaboration: Coordinate with internal and external partners to address clients’ financial goals
- Organization: Manage competing priorities, meetings, follow-up activities, and accurate plan delivery
Learning and development
You will continue building financial planning leadership, mentoring, public speaking, strategic influence, and technology skills through ongoing coaching, development, and cross-functional partnership. Schwab values continuous learning, growth, collaboration, meaningful work, and development support from leaders.
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® designation, bachelor’s degree, and a financial planning-related master’s degree or equivalent designation
- Active FINRA Series 7 and Series 63/65 or 66 licenses
- At least five years of financial services experience plus two years of financial planning experience
Top skills assessed during the interview
- Planning: Apply comprehensive financial planning expertise to create, review, and refine complex client plans
- Communication: Explain complex financial topics clearly, helping clients make informed decisions
- Customer orientation: Build trust, anticipate needs, and resolve issues that affect the client experience
- Collaboration: Coordinate with internal and external partners to address clients’ financial goals
- Organization: Manage competing priorities, meetings, follow-up activities, and accurate plan delivery
Learning and development
You will continue building financial planning leadership, mentoring, public speaking, strategic influence, and technology skills through ongoing coaching, development, and cross-functional partnership. Schwab values continuous learning, growth, collaboration, meaningful work, and development support from leaders.
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.