[Skip to main content](#main-content) [ OpenNash ](https://opennash.com/) / [Jobs](https://jobs.opennash.com/) [ 01 Search jobs](https://jobs.opennash.com/search/)[ 02 Companies](https://jobs.opennash.com/explore/)[ 03 Hiring report](https://jobs.opennash.com/reports/hiring/)[ 04 AI assistants](https://jobs.opennash.com/connect/)[ 05 How it works](https://jobs.opennash.com/methodology/) Charles Schwab · Westlake, TX # Sr Manager, Financial Planner Westlake, Texas, United States +1 more Full-time Manager or lead {'@type': 'MonetaryAmount', 'currency': 'USD', 'value': {'@type': 'QuantitativeValue', 'minValue': 115000, 'maxValue': 185000, 'unitText': 'YEAR'}} Finance & Accounting Listed on Charles Schwab’s official careers site. Posted October 28, 2026. Check that it is still open and apply there. [Apply on Charles Schwab’s careers site →](https://www.schwabjobs.com/job/westlake/sr-manager-financial-planner/33727/102564167168) [OpenNash Jobs](https://jobs.opennash.com/) / [Charles Schwab](https://jobs.opennash.com/companies/charles-schwab/) / Sr Manager, Financial Planner ## Job description 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. As a Senior Financial Planner with Schwab Wealth Advisory, you will deliver comprehensive financial plans for sophisticated client situations. You will help clients understand their financial lives, create personalized financial roadmaps, and provide recommendations across estate planning, risk management, retirement income planning, and investment allocation. Using active listening and client relationship management, you will uncover clients’ goals, concerns, and holistic financial needs. You will collaborate with Financial Consultants, Portfolio Consultants, and other specialists to provide a seamless wealth management experience. You will also mentor partners, contribute strategic insight to business initiatives, and represent Schwab through client and partner presentations. What you have Required qualifications CFP® designation, bachelor’s degree, and a financial planning-related master’s degree or equivalent designation Active FINRA Series 7 and Series 63/65 or 66 licenses At least five years of financial services experience plus two years of financial planning experience Top skills assessed during the interview Planning: Apply comprehensive financial planning expertise to create, review, and refine complex client plans Communication: Explain complex financial topics clearly, helping clients make informed decisions Customer orientation: Build trust, anticipate needs, and resolve issues that affect the client experience Collaboration: Coordinate with internal and external partners to address clients’ financial goals Organization: Manage competing priorities, meetings, follow-up activities, and accurate plan delivery Learning and development You will continue building financial planning leadership, mentoring, public speaking, strategic influence, and technology skills through ongoing coaching, development, and cross-functional partnership. Schwab values continuous learning, growth, collaboration, meaningful work, and development support from leaders. What’s in it for you At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. 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 ## At a glance - Posted by the employer: Oct 28, 2026 - First seen by OpenNash: Nov 1, 2026 - Last checked: Nov 1, 2026 - Listed for: 4 days - Location: Westlake, Texas, United States +1 more - Employment type: Full-time - Pay: {'@type': 'MonetaryAmount', 'currency': 'USD', 'value': {'@type': 'QuantitativeValue', 'minValue': 115000, 'maxValue': 185000, 'unitText': 'YEAR'}}[Apply on Charles Schwab’s careers site →](https://www.schwabjobs.com/job/westlake/sr-manager-financial-planner/33727/102564167168) ## Hiring at Charles Schwab - Open jobs: 329 - New in the last 7 days: After two weekly collections - Tracked since: Jul 10, 2026 [All Charles Schwab jobs](https://jobs.opennash.com/companies/charles-schwab/) · [Weekly hiring report](/reports/hiring/) ## More jobs at Charles Schwab ### [Senior Content Strategist](https://jobs.opennash.com/companies/charles-schwab/jobs/6535b01253139eb8efdd/) Westlake, Texas, United States +1 more ### [Senior User Experience Designer](https://jobs.opennash.com/companies/charles-schwab/jobs/06e47472da72c635d92c/) Westlake, Texas, United States +1 more ### [Talent Advisor - STS](https://jobs.opennash.com/companies/charles-schwab/jobs/9525fc56e96ec8e051e0/) Westlake, Texas, United States +1 more ### [2027 Financial Service & Support Intern - Denver](https://jobs.opennash.com/companies/charles-schwab/jobs/0d2a1ccef024d383fcdc/) Lone Tree, Colorado, United States ### [2027 Financial Service & Support Intern - Indianapolis](https://jobs.opennash.com/companies/charles-schwab/jobs/59a53acfc3b420a7ec24/) Indianapolis, IN ## Similar jobs at other companies ### [Sr Financial Planner](https://jobs.opennash.com/companies/umb-financial/jobs/d59f7eda3a34c49cce43/) UMB Financial · Kansas City MO ### [Sr Financial Planner](https://jobs.opennash.com/companies/umb-financial/jobs/95d16464e837eb9d9700/) UMB Financial · Scottsdale AZ +1 more ### [Senior Financial Planner](https://jobs.opennash.com/companies/stifel-financial/jobs/e1fa3ce06a9e428ca466/) Stifel Financial · Birmingham, Alabama ### [Financial Planner](https://jobs.opennash.com/companies/ubs/jobs/d724bf8560e44ddf57cd/) UBS · United States ### [Associate Financial Planner](https://jobs.opennash.com/companies/citizens-financial-group/jobs/260864e6afc5f220190d/) Citizens Financial Group · United States OpenNash lists jobs from employers’ own careers sites and does not handle applications. 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