Financial Planner, Centralized Planning Group
Found in: Careerbuilder One Red US C2 - 2 weeks ago
Position Type: RegularYour 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. The Financial Planning Group works with branch partners to provide comprehensive financial planning services for clients and prospects seeking advice on how to reach multiple goals. The financial plan includes a customized analysis to address client or prospective client goals, such as: retirement, college, risk management, asset allocation, and estate planning needs. After setting realistic expectations with the client or prospect, the Schwab Financial Planner prepares and presents a financial plan which will identify a client’s current situation, opportunities and gaps, and advise on specific steps to meet financial goals. Providing exceptional on-going client support by handling day-to-day service requests via phone and email Assisting clients in navigating and understanding Schwab’s website, proprietary investing tools, portfolio performance data and third-party research Scheduling clients with their dedicated Portfolio Consultant for ongoing consultation regarding risk tolerance, asset allocation, advice strategy and how these factors impact the portfolio and investing goals Collaborating to achieve efficient and effective practice management within a team-based environment The Financial Planner is responsible for 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. Candidates should have a strong background in client and practice management, presentation and communication skills, and expertise in the area of financial planning. 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. What you have CFP designation required Active and valid FINRA Series 7 license required (may be obtained within the first 120 days condition of employment) Active and valid FINRA Series 63/65 or 66 license required (may be obtained with 120 days condition of employment) Minimum 3+ years’ experience with creating and presenting complex/comprehensive financial plans In-depth knowledge and demonstrated sales skills to close and sell financial planning services Proven ability to manage multiple tasks and financial plans to ensure that an accurate final plan is delivered to each client/prospect in a timely manner. Extensive knowledge and mastery of moving clients through complete and complex financial planning cycle Ability to work effectively with internal and external partners to address clients/prospects financial needs and goals. Excellent communication skills and ability to effectively communicate complex topics to clients. Strong client services skills and ability to anticipate and resolve problems on own initiative. 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 --s-p-m1-- By applying, you consent to your information being processed by SonicJobs and transmitted to the Employer. See SonicJobs Privacy Policy at https://www.sonicjobs.com/us/privacy-policy and Terms of Use at https://www.sonicjobs.com/us/terms-conditions
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Financial Planner, Centralized Planning Group
Found in: Careerbuilder One Red US C2 - 1 week ago
Denton, TX, United States Charles Schwab Full timePosition Type: RegularYour OpportunityThe 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...
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Roanoke, United States CareerBuilder Full timePosition Type: RegularYour 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 its retirement planning, charitable giving, estate planning, active investing or managing banking and lending needs, Investor Services...
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Financial Planner, Centralized Planning Group
Found in: Jooble US O C2 - 2 days ago
Hurst, TX, United States Charles Schwab Full timeThe 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. The Financial Planning...
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Financial Planner, Centralized Planning Group
Found in: Jooble US O C2 - 1 week ago
Westlake, TX, United States Charles Schwab Full timeThe 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. The Financial Planning...
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Financial Planner, Centralized Planning Group
Found in: Jooble US O C2 - 1 week ago
Westlake, TX, United States Charles Schwab Full timePosition Type: Regular 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...
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Financial Planner, Centralized Planning Group
Found in: Jooble US O C2 - 2 days ago
Hurst, TX, United States Charles Schwab Full timePosition Type: Regular 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...
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Financial Planner
Found in: Careerbuilder One Red US C2 - 1 week ago
Saint Louis, MO, United States Larson Financial Group, LLC Full timeCompetitive salary + bonus potential + great benefits packageLarson Financial Group is seeking a talented professional to hire for the position of Financial Planner. This position is the perfect fit for someone who enjoys working directly with clients to achieve their financial goals by servicing through diligent and detailed follow-up, meeting preparations,...
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Senior Director, Financial Planning
Found in: Careerbuilder One Red US C2 - 2 weeks ago
Springfield, MO, United States EDWARD JONES Full timeJoin a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned, placing the focus on our clients rather than shareholder returns.Behind everything we do is our...
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Retirement Planner Associate
7 days ago
Roanoke, United States Fidelity Investments Full timeJob Description: We believe as a Tax-Exempt Market (TEM) Associate Retirement Planner, you will help educate others toward making appropriate investments solutions. In this role you will expand relationships with existing clients. We know you will inspire client dedication and engagement in order to develop long-lasting positive relationships with Fidelity....
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Defensive Cyberspace Ops Planner with Security Clearance
Found in: Careerbuilder One Red US C2 - 2 weeks ago
Fort Meade, MD, United States Strategic Resilience Group Full timeSRG is seeking an experienced Defensive Cyberspace Operations Planner to join our team of Cyber Operation Analysts and Subject Matter Experts (SMEs) to support planning, coordination, synchronization, and execution of offensive and defensive cyberspace operations in support of aligned combatant command and designated sub-unified commandsThis includes a deep...
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Financial Planner
Found in: Careerbuilder One Red US C2 - 2 days ago
The Woodlands, TX, United States Fidelity Investments Full timeJob Description:With your extraordinary knowledge and incomparable integrity, we know that clients invest their trust in you. Join a team that also invests in you with key product and service offerings, sophisticated technology and a premier investment platform. Here, you will build long-term, dedicated relationships with customers by bringing them peace of...
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Financial Planner
Found in: Careerbuilder One Red US C2 - 1 week ago
The Woodlands, TX, United States Fidelity Investments Full timeJob Description:With your extraordinary knowledge and incomparable integrity, we know that clients invest their trust in you. Join a team that also invests in you with key product and service offerings, sophisticated technology and a premier investment platform. Here, you will build long-term, dedicated relationships with customers by bringing them peace of...
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Senior MISO Planner, J39 USSOUTHCOM with Security Clearance
Found in: Careerbuilder One Red US C2 - 2 weeks ago
Doral, FL, United States Strategic Resilience Group Full timeSRG is seeking an experienced senior psychological operations (PSYOP) / Military Information Support Operations (MISO) planner to integrate MISO functions and tasks into all facets of Combatant Command (CCMD) / Unified Command level planning, and to ensure the command group and staff consider PSYOP/MISO in the decision-making processThe candidate will...
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DODIN Operations Planner with Security Clearance
Found in: Careerbuilder One Red US C2 - 2 weeks ago
Fort Meade, FL, United States Strategic Resilience Group Full timeSRG is seeking an experienced Department of Defense Information Network (DODIN) Operation Planner to join our team of Cyber Operation Analysts and Subject Matter Experts (SMEs) to support planning, coordination, synchronization, and execution of offensive and defensive cyberspace operations in support of aligned combatant command and designated sub-unified...
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Info Ops Planner
Found in: Careerbuilder One Red US C2 - 4 days ago
Fort Belvoir, VA, United States KASTELLUM Group, LLC Full timeThe KASTELLUM Group is seeking a highly qualified IO Planner to support the 1stInformation Operations Command at Ft Belvoir, VAMission Supported: The Army Information Operations Center (AIOC) provides supported commands with acomprehensive and fused Information Operations intelligence and planning capability.Additionally, the Army Information Operations...
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Military Information Operations
Found in: Careerbuilder One Red US C2 - 2 weeks ago
Fort Meade, MD, United States Strategic Resilience Group Full timeMilitary Information Support Operations (MISO) Planner – TS/SCI SRG is seeking an experienced psychological operations (PSYOP) / Military Information Support Operations (MISO) planner to integrate MISO functions and tasks into all facets of Combatant Command (CCMD) / Unified Command level planning, and to ensure the command group and staff consider...
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Event Planner with Security Clearance
Found in: Careerbuilder One Red US C2 - 5 days ago
Alexandria, VA, United States JRogers Consulting LLC Full timeJRogers Consulting LLC (JRC) has a need for an event planner/logistics manager to lead and oversee the planning and execution of a DoD EventWe are looking for a team player who values quality and strives to solve our clients' most pressing challengesThe ideal candidate enjoys a fast-pace, diverse environment with a variety of tasks and opportunities for...
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Cryptologic Cyber Planner 3 with Security Clearance
Found in: Careerbuilder One Red US C2 - 4 days ago
San Antonio, TX, United States RealmOne Full timeWe're searching for talented individuals who provide drafting, reviewing and editing of end-product reporting expertise for the GovernmentThis program will maximize the effectiveness and efficiency of our country's most important missions both at home and abroadIf you are ready to support a high-performing team that truly makes a difference, then come join...
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MISO Planner
Found in: Careerbuilder One Red US C2 - 2 weeks ago
CHEY Mountain Air Force Base, CO, United States Strategic Resilience Group Full timeMISO PLANNER – PETERSON SFB, COLORADO SPRINGS, CO – DOD TS/SCIStrategic Resilience Group LLC is seeking an experienced Military Information Support Operations (MISO)/former psychological operations (PSYOP) planner to integrate MISO functions and tasks into all facets of Combatant Command (CCMD) level planning, and to ensure the command group and staff...
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Cyber Operations Planner II with Security Clearance
Found in: Careerbuilder One Red US C2 - 4 days ago
Arlington, VA, United States Athena Technology Group Full timeRequires US Citizenship Employment Term and Type: Regular, Full Time Required Security Clearance: TS/SCI with CI POLY Required Education: B.Sdegree Requires: Completion of COVID-19 Vaccination Inoculation Series Job Description Cyber Operational Planner II Monitors and reviews strategies, doctrines, policies, and directives to ensure complianceProvides input...