Senior Equity Compensation Planner

Charles Schwab Inc. • San Francisco, CA

4d • $150,000 - $234,600

About The Position

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.

Requirements

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

• 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 This Job Offers

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