Job summary
Job post source
This job is directly from Charles Schwab
Job overview
The Senior Financial Planner at Charles Schwab is responsible for delivering comprehensive financial plans for complex client situations and providing expert-level advice on wealth management issues.
Responsibilities and impact
Daily responsibilities include engaging with clients to understand their financial needs, creating and refining personalized financial plans, and mentoring partners in financial planning.
Compensation and benefits
The role offers a competitive salary with bonus opportunities, a 401(k) with company match, paid time off, parental leave, and comprehensive health benefits.
Experience and skills
Candidates must have a Master's level or equivalent financial planning designation, CFP certification, and at least 5 years of financial services experience, including 2 years in financial planning.
Career development
There are opportunities for professional growth through ongoing coaching and development, as well as a supportive culture focused on personal and professional success.
Work environment and culture
Charles Schwab promotes a purpose-driven and supportive culture with a focus on employee development and workplace flexibility.
Company information
Charles Schwab is a leading financial services firm known for its innovative approach to investing and wealth management, offering a range of services to clients.
Team overview
The candidate will join a team that emphasizes collaboration and relationship-building, with a focus on comprehensive financial planning.
Job location and travel
The position supports a hybrid work model, balancing in-person collaboration with remote work options.
Application process
Candidates should prepare necessary documentation and follow application instructions as outlined in the job posting.
Unique job features
This role distinguishes itself through its emphasis on comprehensive financial planning and the opportunity to mentor and influence within the organization.
Company overview
Charles Schwab is a leading financial services firm that provides a wide range of investment, banking, and advisory services. Founded in 1971 by Charles R. Schwab, the company revolutionized the brokerage industry by offering discounted stock trades. Today, it generates revenue through trading commissions, asset management fees, and banking services. Key milestones include the acquisition of TD Ameritrade in 2020, which significantly expanded its client base and technological capabilities. The company is known for its customer-centric approach and innovative financial products.
How to land this job
Tailor your resume to showcase your expertise in comprehensive financial planning, highlighting your experience with estate planning, risk management, and retirement income planning, as these are key components of the Senior Financial Planner role at Charles Schwab.
Emphasize your strong communication skills and emotional intelligence, as the ability to engage clients in both individual and group settings is crucial for building rapport and delivering impactful recommendations.
Apply through multiple platforms, including Charles Schwab's corporate site and LinkedIn, to maximize your visibility and increase your chances of landing an interview for this position.
Network with professionals in the Wealth Advisory division on LinkedIn to gain insights about the role and express your enthusiasm for the team's work; potential ice breakers could include asking about a recent project or sharing your thoughts on a current industry trend.
Optimize your resume for ATS systems by incorporating relevant keywords from the job description, such as 'comprehensive financial planning,' 'CFP designation,' and 'wealth management,' to enhance your chances of passing initial screenings.
Consider utilizing Jennie Johnson's Power Apply feature, which can streamline your application process by tailoring your resume and identifying networking opportunities, allowing you to focus on your job search effectively.
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