Senior Equity Compensation Planner
Pay range
You will
- Use
Client Relationship Management
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
Partnership Development
skills to deliver integrated planning solutions.
- Demonstrate strong
Organization
Time Management
Attention to Detail
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
Time Management
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
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.
Read automatically from the employer's posting text. Always confirm with the employer — requirements can change after a job is published.