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Senior financial planner at Charles Schwab

Position Senior financial planner
Posted 24 Mar 2026
Expired 23 Apr 2026
Company Charles Schwab
Location Glendale | US
Job Type Full Time

Job Description:

Latest job information from Charles Schwab for the position of Senior financial planner. If the Senior financial planner vacancy in Glendale matches your qualifications, please submit your latest application or CV directly through the updated Jobkos job portal.

Please note that applying for a job may not always be easy, as new candidates must meet certain qualifications and requirements set by the company. We hope the career opportunity at Charles Schwab for the position of Senior financial planner below matches your qualifications.

Position Type: RegularWe believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified locations . Our opportunity: What you are good at: Planning Quickly build rapport with clients and conduct discovery conversations to better understand their holistic financial needs. Demonstrate the value and importance of partnering with a CFP® professional on an ongoing basis. Partner with clients to create, review and refine their overall financial roadmap and deliver their personalized financial plan. Provide ongoing support for our clients beyond the initial appointment, including updating their financial plan to reflect changes in life and financial circumstance and determining the client’s ongoing appropriateness for the recommended investment allocation solution. Partnering Proactively engage partners to create awareness around our most comprehensive financial planning abilities. Ensure a seamless delivery of our comprehensive wealth management approach while leveraging additional partners and resources as appropriate. Time management / organization / ability to utilize new technologies. Proven track record to manage multiple tasks and priorities to ensure that an accurate final plan is delivered to each client/prospect in a timely manner. Ability to coordinate meetings and presentations with business partners and clients. Conduct follow-up appointment activities and connect clients with additional Schwab specialists and services At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. 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

Job Info:

  • Company: Charles Schwab
  • Position: Senior financial planner
  • Work Location: Glendale
  • Country: US

How to Submit an Application:

After reading and understanding the criteria and minimum qualification requirements explained in the job information Senior financial planner at the office Glendale above, immediately complete the job application files such as a job application letter, CV, photocopy of diploma, transcript, and other supplements as explained above. Submit via the Next Page link below.

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