Financial Planner - Centralized Planning Group
Company Description Jobs for Humanity is partnering with Charles Schwab to build an inclusive and just employment ecosystem.
Therefore, we prioritize individuals coming from the following communities:
Refugee, Neurodivergent, Single Parent, Blind or Low Vision, Deaf or Hard of Hearing, Black, Hispanic, Asian, Military Veterans, the Elderly, the LGBTQ, and Justice Impacted individuals.
This position is open to candidates who reside in and have the legal right to work in the country where the job is located.
Company Name:
Charles Schwab Job Description Position Type:
Regular Job Opportunity:
Financial Planner We are looking for compassionate and skilled individuals to join our Financial Planning Group.
As a Financial Planner, you will support individuals and families in achieving their financial goals, such as retirement planning, charitable giving, estate planning, active investing, and banking needs.
Responsibilities:
Provide exceptional client support through phone and email Assist clients in navigating our website, investing tools, and portfolio performance data Schedule consultations with dedicated Portfolio Consultants Collaborate with team members for effective practice management Requirements:
Certified Financial Planner (CFP ) designation required Must have an active and valid FINRA Series 7 license (or obtain within 120 days) Must have an active and valid FINRA Series 63/65 or 66 license (or obtain within 120 days) Minimum 3
years of experience in creating and presenting complex financial plans What's in it for you:
At Schwab, we are committed to your personal and professional success.
Our supportive culture and focus on development will provide you with the tools you need to make a difference in the finance industry.
We offer:
Competitive salary and bonus/incentive opportunities 401(k) with company match and Employee stock purchase plan Paid time off for vacation, volunteering, and sabbatical after 5 years of service Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance Recommended Skills Certified Financial Planner Estate Planning Finance Receptive Series 7 General Securities Representative License (Stockbroker) Practice Management Estimated Salary: $20 to $28 per hour based on qualifications.
Therefore, we prioritize individuals coming from the following communities:
Refugee, Neurodivergent, Single Parent, Blind or Low Vision, Deaf or Hard of Hearing, Black, Hispanic, Asian, Military Veterans, the Elderly, the LGBTQ, and Justice Impacted individuals.
This position is open to candidates who reside in and have the legal right to work in the country where the job is located.
Company Name:
Charles Schwab Job Description Position Type:
Regular Job Opportunity:
Financial Planner We are looking for compassionate and skilled individuals to join our Financial Planning Group.
As a Financial Planner, you will support individuals and families in achieving their financial goals, such as retirement planning, charitable giving, estate planning, active investing, and banking needs.
Responsibilities:
Provide exceptional client support through phone and email Assist clients in navigating our website, investing tools, and portfolio performance data Schedule consultations with dedicated Portfolio Consultants Collaborate with team members for effective practice management Requirements:
Certified Financial Planner (CFP ) designation required Must have an active and valid FINRA Series 7 license (or obtain within 120 days) Must have an active and valid FINRA Series 63/65 or 66 license (or obtain within 120 days) Minimum 3
years of experience in creating and presenting complex financial plans What's in it for you:
At Schwab, we are committed to your personal and professional success.
Our supportive culture and focus on development will provide you with the tools you need to make a difference in the finance industry.
We offer:
Competitive salary and bonus/incentive opportunities 401(k) with company match and Employee stock purchase plan Paid time off for vacation, volunteering, and sabbatical after 5 years of service Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance Recommended Skills Certified Financial Planner Estate Planning Finance Receptive Series 7 General Securities Representative License (Stockbroker) Practice Management Estimated Salary: $20 to $28 per hour based on qualifications.
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