Charles Schwab

Director, Financial Planning Research

Charles Schwab$135K — $160K *
Finance & Insurance
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • CFP® certification required.
  • Bachelor's degree in Financial Planning, Finance, Economics, Business, or a related field.
  • 10+ years of experience in related fields like financial planning or advisory.
  • Strong research analysis and problem-solving skills for complex financial topics.
  • Exceptional written communication skills to translate research for diverse audiences.
  • Proven ability to collaborate cross-functionally to develop effective solutions.

Responsibilities

  • Conduct in-depth research and analyze key financial planning topics.
  • Shape Schwab’s perspective and strategies on financial planning issues.
  • Translate complex insights into actionable educational resources for clients and advisors.
  • Collaborate with product, technology, and business teams to address planning challenges.
  • Support development and adoption of advisor-facing tools and capabilities.
  • Enhance advisor-client conversations through improved resource quality.
  • Advance Schwab’s reputation as a leading source of financial planning insights.

Benefits

  • Bonus or incentive opportunities available.
Full Job Description

The Schwab Center for Financial Research develops thought leadership, educational content, and practical resources that help clients and financial professionals make informed financial planning decisions.  

As Director, Financial Planning Research, you will conduct research, shape Schwab’s perspective on important planning topics, and translate complex insights into clear frameworks, educational programs, advisor guidance, and client-facing resources. You will collaborate across product, technology, and business teams to identify emerging needs, solve complex planning challenges, and support the development and adoption of advisor-facing tools and capabilities. Your work will strengthen advisor conversations, improve client outcomes, and help advance Schwab’s position as a trusted source of financial planning insights. 

What you have

Required qualifications 

  • CFP® certification 
  • Bachelor’s degree in Financial Planning, Finance, Economics, Business, or a related field 
  • 10+ years of experience in financial planning, advisor consulting, wealth advisory, financial services research, or a related field 
  • Ability to apply Research Analysis and Problem Solving to evaluate complex financial planning topics, emerging trends, and investor needs 
  • Ability to use Written Communication to translate complex research and planning concepts into clear, practical guidance for advisors and clients 
  • Demonstrated Cross-Functional Collaboration and Decision Making when developing solutions with product, technology, and business partners 

 

Preferred qualifications 

  • Subject Matter Expertise in retirement planning, retirement income planning, Social Security, Medicare and healthcare planning, banking and lending, Risk Management, equity compensation, concentrated stock positions, or investor behavior 
  • Experience applying Content Strategy to develop thought leadership, articles, white papers, presentations, advisor guidance, or client education 
  • Experience using Educational Program Development to create or enhance financial planning curricula, learning experiences, or advisor education programs 
  • Ability to use Communication and Public Speaking to represent financial planning perspectives through presentations, webinars, conferences, media opportunities, or industry events 
  • Ability to demonstrate Adaptability when responding to evolving investor needs, industry trends, business priorities, and advisor technology 
  • Ability to build trusted relationships, align stakeholders, and establish consistent financial planning guidance across a large organization 
  • Experience supporting the development, rollout, or adoption of advisor-facing tools, workflows, training resources, or technology-enabled planning capabilities 

 

In addition to the salary range, this role is eligible for bonus or incentive opportunities. 

About Charles Schwab

Charles Schwab is a financial services company that provides a full range of securities, brokerage, banking, money management, financial advisory, investor, and retirement plan services. It operates in four main divisions; investing, wealth management, banking, and trading. Charles Schwab provides a full-service brokerage platform that serves individual investors who invest on their own or through a workplace-sponsored retirement or equity plan, as well as banking through Schwab Bank. The firm was founded in 1973 and is headquartered in San Francisco, California.

Charles Schwab Careers

Join the vibrant team at Charles Schwab, a leader in global finance, where your career is propelled by innovation, leadership, and a commitment to diversity and professional growth. At Charles Schwab, we offer more than just job opportunities; we provide a platform for you to make a significant impact on the industry and our clients' lives.

Work You’ll Do

At Charles Schwab, we are dedicated to helping our clients manage their financial futures. Being part of our team means you'll work alongside some of the most skilled professionals in the financial services industry. Our culture thrives on teamwork, integrity, and relentless dedication to our clients. Whether you're looking for a position in financial consulting, technology, or administrative support, Charles Schwab offers a dynamic work environment where your skills will be honed and your achievements recognized.

Innovate and Lead

Embrace the opportunity to lead through innovation. Charles Schwab’s commitment to technology and innovation is fundamental to our service delivery. By joining our team, you will be at the forefront of developing new solutions that redefine the future of finance. Your leadership can guide significant projects that impact our company and the industry.

Grow Your Career

Charles Schwab believes in fostering the growth of its employees. Whether through professional development programs, diversity training, or leadership workshops, we ensure that our team members receive the support and training they need to advance their careers. With a variety of career paths available, your job at Schwab can evolve with your interests and expertise.

Internship and Employment Opportunities

Start your professional journey with Charles Schwab through our internship programs or full-time employment opportunities. We seek individuals who are passionate, curious, and ready to drive change. A career at Schwab is not just about having a job; it's about building a lasting relationship with a company that values your potential.

Benefits and Culture

Charles Schwab is renowned for its employee-friendly culture. We offer a comprehensive benefits package that supports the health, financial stability, and work-life balance of our team members. From competitive salaries and bonuses to health insurance and retirement plans, Schwab ensures that your career is as rewarding as it is enriching.

Networking and Professional Development

Expand your professional network and enhance your skills through our various networking events, mentorship programs, and training sessions. At Charles Schwab, we believe in leveraging collective expertise to foster learning and innovation. Engage with leaders, gain insights from experienced professionals, and build relationships that will aid your career trajectory.

Join Our Team

Explore the numerous career paths available at Charles Schwab and discover how your talents can be utilized to their fullest potential. Search open positions that match your skills and interests. We are continuously hiring across various disciplines and look forward to adding innovative, driven individuals to our team.

Stay Connected

Keep up to date with the latest from Charles Schwab Careers by subscribing to our job alert emails. Tailor your subscription to receive updates that align with your career preferences and be the first to know about new openings, company news, and professional tips.

Explore Charles Schwab Jobs

Ready to take the next step in your career? Visit our careers page to review current job openings, submit your resume, and prepare for your interview. At Charles Schwab, your future is waiting. [SEARCH CHARLES SCHWAB JOBS] Join Charles Schwab today and be part of a team that values diversity, innovation, and leadership—where your career can thrive in the exciting world of finance.
Learn more about Charles Schwab
Size
34,200 employees
Market Cap
$151.6 billion
Industry
Net Income
$3.2 billion
Founded
1973
5 Year Trend
+20%
Revenue
$12.1 billion
NASDAQ

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