Director Financial Planning Research
Pay range
Applicants must be currently authorized to work in the United States on a full-time basis without employer sponsorship.
Required qualifications
- CFP® certification
- Bachelor's degree in Financial Planning, Finance, Economics, Business, or a related field
- 10+ years of experience in financial planning, advisor consulting, wealth advisory, financial services research, or a related field
- Ability to apply Research Analysis and Problem Solving to evaluate complex financial planning topics, emerging trends, and investor needs
- Ability to use Written Communication to translate complex research and planning concepts into clear, practical guidance for advisors and clients
- Demonstrated Cross-Functional Collaboration and Decision Making when developing solutions with product, technology, and business partners
Preferred qualifications
- Subject Matter Expertise in retirement planning, retirement income planning, Social Security, Medicare and healthcare planning, banking and lending, Risk Management, equity compensation, concentrated stock positions, or investor behavior
- Experience applying Content Strategy to develop thought leadership, articles, white papers, presentations, advisor guidance, or client education
- Experience using Educational Program Development to create or enhance financial planning curricula, learning experiences, or advisor education programs
- Ability to use Communication and Public Speaking to represent financial planning perspectives through presentations, webinars, conferences, media opportunities, or industry events
- Ability to demonstrate Adaptability when responding to evolving investor needs, industry trends, business priorities, and advisor technology
- Ability to build trusted relationships, align stakeholders, and establish consistent financial planning guidance across a large organization
- Experience supporting the development, rollout, or adoption of advisor-facing tools, workflows, training resources, or technology-enabled planning capabilities
In addition to the salary range, this role is eligible for bonus or incentive opportunities.
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
Not included in the source posting: about the role, what you'll do, benefits.
Who can apply
The employer didn't state any visa, work authorization, citizenship or clearance requirements in this posting. Confirm with the employer before applying.
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