Senior Equity Planner

Position: Senior Equity Compensation Planner
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 Equity Compensation Planner, you'll help clients turn complex stock compensation programs into confident financial decisions. Partnering with clients and a collaborative team of planning professionals, you'll integrate equity compensation strategies into comprehensive financial plans that support long-term goals and strengthen client relationships.

You'll make a meaningful impact while continuing to grow your expertise through mentorship, innovative technology, and ongoing development opportunities. You will:
Use Client Relationship Management and 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 and Partnership Development skills to deliver integrated planning solutions.

Demonstrate strong Organization, Time Management, and Attention to Detail while managing multiple client relationships and planning priorities.

What you have

Required Qualifications CFP® certification

Active FINRA Series 7 and Series 63/65 or 66 licenses

Bachelor’s degree5+ years of financial services experience

Demonstrated success applying Client Relationship Management, Analytical Thinking, Consultative Communications, Cross-Functional Collaboration, and Time Management skills to drive positive client outcomes.

Preferred Qualifications Insurance licensingCEP® certification3+ 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 youAt 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

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