Financial Planner

The Financial Planner is responsible strengthening the relationship between Schwab and clients who have the need for advice on complex financial situations.  The financial planning process includes cultivating referral relationships with internal partners, supporting client relationships based on the needs of clients and partners, and working directly with clients to assess and advise on complex financial planning topics. Responsibilities include;working with assigned internal Schwab departments (primarily the Branch and Schwab Wealth Advisory Investment Advisors) to cultivate a referral relationship.Interact directly with clients in delivering detailed and customized financial plans. Participate in ongoing personal development and training to continually grow as a professional and advisor. Participate in joint sales calls regarding Schwab’s financial planning capabilities.

According to JobzMall, the average salary range for a Financial Planner in 3000 Schwab Way, Westlake, TX 76262, USA is between $50,000 and $150,000 per year. This salary range is dependent on experience, qualifications, and other factors.

Through its operating subsidiaries, The Charles Schwab Corporation (NYSE: SCHW) provides a full range of securities brokerage, banking, money management and financial advisory services to individual investors and independent investment advisors. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (member SIPC, www.sipc.org), and affiliates offer a complete range of investment services and products including an extensive selection of mutual funds; financial planning and investment advice; retirement plan and equity compensation plan services; compliance and trade monitoring solutions; referrals to independent fee-based investment advisors; and custodial, operational and trading support for independent, fee-based investment advisors through Schwab Advisor Services.