Senior Equity Compensation Planner

Charles Schwab Inc. • San Francisco, CA

55d • $150,000 - $234,600

About The Position

At Schwab, the Senior Equity Compensation Planner helps clients turn complex stock compensation programs into confident financial decisions. Working with clients and a collaborative team of planning professionals, the role integrates equity compensation strategies into comprehensive financial plans that support clients’ long-term goals and strengthen client relationships. The position offers opportunities to develop expertise through mentorship, innovative technology, and ongoing development opportunities.

The planner builds trust, uncovers client goals, and provides personalized planning guidance; develops equity compensation strategies and actionable recommendations; explains complex concepts clearly; and partners across Schwab to deliver integrated planning solutions. The role also manages multiple client relationships and planning priorities with strong organization, time management, and attention to detail.

Requirements

• CFP® certification.
• Active FINRA Series 7 and Series 63/65 or 66 licenses.
• Bachelor’s degree.
• At least 5 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.

Nice To Haves

• Insurance licensing.
• At least 3 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.

Responsibilities

• Build client trust, uncover client goals, and deliver personalized planning guidance.
• Develop equity compensation strategies and actionable recommendations using financial planning expertise and analytical thinking.
• Explain complex equity compensation concepts clearly and help clients make informed decisions.
• Collaborate across Schwab to deliver integrated planning solutions.
• Manage multiple client relationships and planning priorities with organization, time management, and attention to detail.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior