Lead Financial Planning Consultant

As a Lead Financial Planning Consultant at Charles Schwab, you will have the opportunity to provide expert financial planning guidance to affluent clients, emphasizing wealth management, estate planning, risk management, and retirement income strategies. You will work collaboratively across departments to enhance our financial advisory capabilities, while also mentoring junior consultants. This position requires exceptional communication skills, relevant licenses, and a deep commitment to building sustainable client relationships and advancing your professional skills. Your Opportunity: At Schwab, you are empowered to make a significant impact on your career. We foster a culture of innovation and collaborative problem-solving, inviting you to help us reshape the finance sector. The selected candidate for this role will be expected to work on-site at our designated offices. Join our Investor Advice Solutions team, which includes Schwab Wealth Advisory, Centralized Service & Operations, and Wealth Strategies Consulting Group. Schwab Wealth Advisory provides premium, fee-based, and non-discretionary investment advisory services, building personal relationships and offering specialized ongoing advice based on our innovative investment philosophy. What You Will Do: Deliver exceptional financial plans tailored to the most complex client situations. Utilize your expert knowledge to address critical wealth management challenges and contribute strategic insights to enhance Schwab Wealth Advisory offerings. Engage in public presentations for partners and clients, serving as a subject matter expert across the organization to support business growth and executive initiatives. Additionally, mentor and support the development of financial planning expertise among colleagues. Key Responsibilities: Build strong relationships with clients to understand their financial needs through comprehensive discovery conversations. Collaborate with clients to develop, review, and refine personalized financial roadmaps. Provide ongoing support to clients, updating financial plans for life changes and ensuring alignment with investment solutions. Actively share knowledge and awareness of our comprehensive financial planning services with colleagues to optimize service delivery. Facilitate seamless collaboration across departments, utilizing additional resources as needed to enhance our wealth management approach. Effectively manage multiple priorities, ensuring timely and accurate plan delivery to clients and prospects. Coordinate meetings and presentations with both clients and business partners, conducting follow-up and connecting clients with specialized Schwab services. Qualifications: To thrive in this role, candidates should possess: A Master’s level or equivalent financial planning-related designation. A CFP designation is mandatory. Active and valid FINRA Series 7 license. Active and valid FINRA Series 63/65 or 66 licenses. A Bachelor’s degree. A minimum of 5 years in financial services, including 2 years in financial planning. A strong passion for enabling clients to manage their financial future and build valuable relationships. The ability to articulate the significance of financial planning services effectively. Experience guiding clients through complex financial planning processes. Strong analytical skills with a keen attention to detail, adhering to guidelines and best practices. A collaborative work style that contributes to a team-oriented environment. What's In It For You: At Schwab, you have the power to shape your career path. We support your growth through meaningful work, continuous learning opportunities, and a culture rooted in trust and collaboration. Our approach to hybrid work balances flexibility with the value of in-office collaboration, ensuring you stay connected to your colleagues and our mission. We also offer a comprehensive benefits package that addresses all aspects of your well-being, including: 401(k) plan with company match and employee stock purchase plan. Generous paid time off for vacations, volunteering, and a 28-day sabbatical after every five years of service. Paid parental leave and family building benefits. Tuition reimbursement opportunities. Comprehensive health, dental, and vision coverage.