Sr. Team Manager, Centralized Planning Group
Company: Charles Schwab
Location: Chicago
Posted on: June 25, 2025
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Job Description:
Position Type: Regular Your opportunity At Schwab, you’re
empowered to make an impact on your career. Here, innovative
thought meets creative problem solving, helping us “challenge the
status quo” and transform the finance industry together. The
Financial Planning Group is part of the broader Wealth and Advised
Solutions 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, Planning can help.
The Financial Planning Group works with partners to provide
comprehensive financial planning services for clients and prospects
seeking advice on how to reach multiple goals. The plan includes a
customized analysis to address financial goals, such as:
retirement, college, risk management, asset allocation, and estate
planning needs. This position will be responsible for leading a
team of Planning experts who deliver 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
Schwab’s 7 Wealth Management topics in conjunction with powerful
technology to inspire clients to take action and own their
financial legacies. What you have Motivating – As a leader you will
inspire your team by providing support and championing the
collaborative Schwab culture. Building collaborative relationships
- You will build and foster relationships with internal partners
across the organization and branch network. Developing others - We
are seeking an individual with extensive financial services
experience to lead and coach their team of CFP® professionals.
Managing performance - Part of this role includes the monitoring of
client interactions and coaching to improve Financial Planning and
advice quality. This includes performing the compliance and
administrative tasks inherent in our industry. What you have:
Required Qualifications: - Bachelor's degree - CFP® designation -
Active and valid FINRA Series 7 license - Active and valid FINRA
Series 63/65 or 66, and 9/10 (or to be obtained within 90 days)
Preferred Qualifications: - Insurance licensing strongly preferred
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, Buffalo Grove , Sr. Team Manager, Centralized Planning Group, Accounting, Auditing , Chicago, Illinois
