Senior Team Manager, Centralized Planning Group TX
Company: Charles Schwab
Location: Krum
Posted on: April 23, 2024
|
|
Job Description:
Position Type: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
Keywords: Charles Schwab, Wylie , Senior Team Manager, Centralized Planning Group TX, Accounting, Auditing , Krum, Texas
Click
here to apply!
|