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Senior Team Manager, Centralized Planning Group

Charles Schwab
Westlake, Texas
USD $101,000 - $160,000 / Year
Closing date
May 6, 2024

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Job Role
Financial Planner
Employment Type
Full Time
Experience Level
5 to 9 years
CFP® Certification

Job Details

Your opportunity

The Financial Planning Group is part of the broader Investor Services organization and is primarily responsible for helping individuals and families with their financial needs. Whether it’s retirement planning, charitable giving, estate planning, active investing or managing banking and lending needs, Investor Services can help.

This position will be responsible for leading a team of experts who deliver comprehensive financial planning solutions to our clients at Schwab. Our teams are dedicated to making a difference through the power of planning. We connect, deeply understand and paint a picture of what’s possible regarding our clients financial lives. As Fiduciaries, we bring expertise across the 13 Wealth Management topics in conjunction with powerful technology to inspire clients to take action and own their 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


Financial services can be complicated. Charles Schwab is trying to fix that. They have a history of challenging the status quo and innovating in ways that help individuals create a better tomorrow. Their purpose is to champion every client’s goals with passion and integrity, empowering them to take ownership of their financial future at every income level and life stage.

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