Wealth Strategies Equity Compensation Planner

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Job ID:
20171004-5094
Job Category:
Financial Planning/Advice
Relevant Work Experience:
Financial Services-2-5 yrs
Current Licenses / Certifications:
Certified Financial Planner - CFP, FINRA Series 66, FINRA Series 7
Position Located In:
CO - Lone Tree, IN - Indianapolis
Education:
BA/BS
Job Type:
Full Time
Description:

Indianapolis - IN, INDYC, 8332 Woodfield Crossing Blvd, 46240-2482
Michelle Antene
20171004-5094

We believe that, when done right, investing liberates people to create their own destiny.  We are driven by our purpose to champion every client’s goals with passion and integrity.  We respect and appreciate the diversity of our employees, our clients, and the communities we serve.  We challenge conventions strategically to create value for our clients, our firm and the world.  We live and bring to life the concept of ‘own your tomorrow’ every day.  We champion our employee strengths, guide their development, and invest in their long-term success.  We hire optimistic, results-oriented, curious, innovative, and adaptable people with the desire to help our clients and one another succeed.

As a company, we were established by Chuck over 40 years ago to champion Main Street over Wall Street, and to help Americans transform themselves from earners to owners. Through advocacy and innovation, we work to make investing more affordable, accessible and understandable for all. As we enter our fifth decade, we are looking for talented, innovative and driven people who believe they can help themselves, and our clients, create a better future.

Our Culture:

Through Clients’ Eyes: https://www.youtube.com/watch?v=Qkic76FWat8

Our Opportunity: 

Charles Schwab has been a leader in financial services for over four decades, working to make investing more affordable, accessible and understandable to all. Driven by our purpose to champion every client’s goals with passion and integrity, we’re committed to providing an environment that respects and appreciates the diversity of our employees, our clients, and the communities we serve. Our goal, as seen through clients' eyes, is that Schwab continuously improves on being a premier financial service provider through best in class service, technology, products, people and advice.

What you’ll do:

The Wealth Strategies Equity Compensation Planner will deliver expert level executive compensation advice and guidance to affluent clients.  The EC Planner will deliver presentations to internal business partners and clients as well as participate in public speaking events and conferences.  The EC Planner will be the Subject Matter Expert (SME) across multiple enterprises to support business development, field integration and executive service initiatives. The EC Planner will support strategic insight into initiatives/projects for the team.

What you have: 

  • Undergraduate degree required.
  • Experience in delivering expert level advice around all forms of executive compensation planning.
  • Active FINRA Series 7 and 66 required (or may be obtained within the first 90 days).
  • Three or more years advisory experience required.
  • Five or more years in the financial services industry working directly with executive level clients highly preferred.
  • CFP required.
  • Superior relationship management and client retention experience.
  • Polished interpersonal, communication and presentation skills, attention to detail.

What you’ll get:

  • Everyday Wellness: Healthy Rewards, Onsite Fitness Classes, Healthy Choices, Wellness Champions.
  • Financial Fitness: 401k Match, Employee Discounts, Personalized advice, Brokerage discounts.
  • Work/Life Balance: Sabbatical, New Mothers returning to work Program, Tuition Reimbursement Programs, Time off to volunteer.
  • Inclusion: Employee Resource Groups, Commitment to diversity, Strategic partnerships.
  • Not just a job, but a career, with an opportunity to do the best work of your life.

Learn more about Life@Schwab.

Charles Schwab & Co., Inc. is an equal opportunity and affirmative action employer committed to diversifying its workforce. It is Schwab's policy to provide equal employment opportunities to all employees and applicants without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), gender identity or expression, national origin, ancestry, age, disability, legally protected medical condition, genetic information, marital status, sexual orientation, protected veteran status, military status, citizenship status or any other status that is protected by law.


Job Specifications
Relocation Offered?: No
Work Schedule: Days
Languages: English - spoken
Current Licenses / Certifications: Certified Financial Planner - CFP, FINRA Series 66, FINRA Series 7
Relevant Work Experience: Financial Services-2-5 yrs
Position Located In: CO - Lone Tree, IN - Indianapolis
Education: BA/BS
Job Type: Full Time

Category:Financial Planning/Advice
Activation Date: Thursday, October 12, 2017
Expiration Date: Tuesday, October 24, 2017
Apply Here
Apply Now    

Brokerage Products: Not FDIC Insured • No Bank Guarantee • May Lose Value

Charles Schwab & Co., Inc. is an equal opportunity and affirmative action employer committed to diversifying its workforce. It is Schwab's policy to provide equal employment opportunities to all employees and applicants without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), gender identity or expression, national origin, ancestry, age, disability, legally protected medical condition, genetic information, marital status, sexual orientation, protected veteran status, military status, citizenship status or any other status that is protected by law. Schwab also does not discriminate against applicants or employees because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant.

At Schwab, we believe that every employee, through their diverse abilities and experiences, can contribute to our growth, innovation and client loyalty. We embrace diversity and are committed to providing equal opportunity to all employees and applicants. If you have a disability, and require reasonable accommodations in the application process, call Human Resources at 800-725-3535. We will be happy to assist you. Schwab will only share your accommodation request with those individuals who have a specific need to know. The request for an accommodation will not affect Schwab’s hiring decisions. All other submissions should be performed online.

The Charles Schwab Corporation provides a full range of securities, brokerage, banking, money management, and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (“Schwab”), Member SIPC , offers investment services and products, including Schwab brokerage accounts. Its banking subsidiary, Charles Schwab Bank (member FDIC and an Equal Housing Lender), provides deposit and lending services and products.