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Wealth Planning Specialist
Job in
Chicago, Cook County, Illinois, 60290, USA
Listed on 2026-06-20
Listing for:
Charles Schwab
Full Time
position Listed on 2026-06-20
Job specializations:
-
Finance & Banking
Financial Advisor, Wealth Management
Job Description & How to Apply Below
Charles Schwab is hiring a Financial Planner in Chicago, IL, to strengthen client relationships through detailed financial planning. Candidates should have a CFP designation and at least 3 years of experience. The role emphasizes client management and requires strong communication skills.
Benefits include 401(k) with company match, paid time off, parental leave, tuition reimbursement, and comprehensive health insurance.
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