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Sr. Manager, Financial Planner

Company: Charles Schwab
Location: The Colony
Posted on: May 30, 2024

Job Description:

Position Type: RegularYour opportunityFundamentally, we believe all investors should have access to advice and financial planning without compromise and without the high cost typically associated with these services. We help clients achieve their financial goals through proactive wealth management solutions built upon a financial plan and utilizing a thorough investment methodology. With a focus on inspiring client loyalty and a commitment to employee engagement through career development, we support clients and employees in reaching their goals. -This position is part of a team of specialists who deliver planning guidance and advice to our clients virtually. 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 client's financial lives. As Fiduciaries, we bring expertise across the 13 Wealth Management topics in conjunction with powerful technology to inspire clients to take action and own their financial legacies.What you haveRequired Qualifications:Masters level or equivalent Financial Planning-related designationCFP - designation -Life and Health Insurance licensing -Active and valid FINRA Series 7 license -Active and valid FINRA Series 63/65 or 66 -Bachelor's degree - -Preferred Qualifications:Minimum of 5 years of financial services experience in addition to 2 years of Financial Planning experiencePassion for financial planning to help clients manage their financial futures and build stronger relationships with clientsAbility to articulate the value and importance of financial planning servicesKnowledge and ability to move clients through complete and complex financial planning cycleAbility to work effectively with internal and external partners to address clients/prospects financial needs and goalsExcellent communication skills and ability to effectively communicate complex topics to clientsStrong client services skills and ability to anticipate and resolve problems on own initiativeEmbrace an entrepreneurial and self-starter mentalityAble to quickly learn new technology and utilize a variety of data and systems in order to proactively identify solutions to client financial needsStrong analytical skills and attention to detail in order to adhere to policies, procedures and guidelinesProven work ethic with a high level of integrity to build trust with our clients and internal partnersCollaborative and relationship-focused work style with demonstrated success in a team-based environmentOpen to ongoing coaching and development to achieve positive client outcomes and achieve professional career aspirations
What's in it for youAt Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry. Our 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 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

Keywords: Charles Schwab, The Colony , Sr. Manager, Financial Planner, Executive , The Colony, Texas

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