Senior Team Manager, Centralized Planning Group

Charles Schwab

4

(159)

Westlake, TX

Why you should apply for a job to Charles Schwab:

  • 4/5 in overall job satisfaction
  • 67% say women are treated fairly and equally to men
  • 75% would recommend this company to other women
  • 69% say the CEO supports gender diversity
  • Ratings are based on anonymous reviews by Fairygodboss members.
  • After 5 years of service at Schwab, employees are eligible for one month of Sabbatical leave.
  • Paid parental leave and reimbursement to help offset adoption or surrogacy expenses for eligible employees.
  • Mentorship program opportunities and competitive tuition reimbursement program to invest in employees’ success.
  • #2024-98463

    Position summary

    ir financial legacies.

    What you have

    We place a premium on high performance leadership, and the ability to execute our strategic focus. Essential skills include:

    • Bachelor's degree required

    • CFP® designation is required

    • Active and valid FINRA Series 7 license required

    • Active and valid FINRA Series 63/65 or 66, and 9/10 required (or to be obtained within 90 days)

    • Insurance licensing strongly preferred

    • Prefer a minimum of 7+ years of financial services experience including 3+ years of supervisory experience

    • Strong understanding of comprehensive financial planning philosophy in conjunction with the ability to mentor and develop individual team members to reach their highest potential

    • Tried work ethic with a high level of integrity to build trust and strong relationships with key stakeholders and internal partners across the organization

    • Collaborative and relationship-focused work style with proven success in a team based environment.

    • Excellent communication skills and ability to effectively communicate sophisticated topics to clients and partners

    In addition to the salary range, this role is also eligible for bonus or incentive opportunities.

    What's in it for you

    At 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 Hybrid Work and Flexibility 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 benefits package 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

    Why you should apply for a job to Charles Schwab:

  • 4/5 in overall job satisfaction
  • 67% say women are treated fairly and equally to men
  • 75% would recommend this company to other women
  • 69% say the CEO supports gender diversity
  • Ratings are based on anonymous reviews by Fairygodboss members.
  • After 5 years of service at Schwab, employees are eligible for one month of Sabbatical leave.
  • Paid parental leave and reimbursement to help offset adoption or surrogacy expenses for eligible employees.
  • Mentorship program opportunities and competitive tuition reimbursement program to invest in employees’ success.