Sr. Team Manager, Centralized Planning Group

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.

The Financial Planning Group is part of the broader Wealth and Advised Solutions organization and is primarily responsible for helping individuals and families with their financial needs. Whether it’s retirement planning, charitable giving, estate planning, active investing or managing banking and lending needs, Planning can help. The Financial Planning Group works with partners to provide comprehensive financial planning services for clients and prospects seeking advice on how to reach multiple goals. The plan includes a customized analysis to address financial goals, such as: retirement, college, risk management, asset allocation, and estate planning needs.

This position will be responsible for leading a team of Planning experts who deliver financial planning solutions to our clients at Schwab. Our teams are dedicated to making a difference through the power of planning. We connect, deeply understand and paint a picture of what’s possible regarding our clients’ financial lives. As Fiduciaries, we bring expertise across Schwab’s 7 Wealth Management topics in conjunction with powerful technology to inspire clients to take action and own their financial legacies.

What you have

Motivating – As a leader you will inspire your team by providing support and championing the collaborative Schwab culture.

Building collaborative relationships - You will build and foster relationships with internal partners across the organization and branch network.

Developing others - We are seeking an individual with extensive financial services experience to lead and coach their team of CFP® professionals.

Managing performance - Part of this role includes the monitoring of client interactions and coaching to improve Financial Planning and advice quality. This includes performing the compliance and administrative tasks inherent in our industry.

What you have:

Required Qualifications:

• Bachelor's degree
• CFP® designation 
• Active and valid FINRA Series 7 license 
• Active and valid FINRA Series 63/65 or 66, and 9/10 (or to be obtained within 90 days)

Preferred Qualifications:

• Insurance licensing strongly preferred