[Skip to main content](#main-content) [OpenNash Jobs](https://jobs.opennash.com/) [Hiring report](/reports/hiring/) · [All Charles Schwab jobs](https://jobs.opennash.com/companies/charles-schwab/) · [Search jobs](/search/) Charles Schwab · San Francisco, CA # Senior Equity Compensation Planner San Francisco, CA Senior individual contributor Listed on Charles Schwab’s official careers site. Listed as of October 18, 2026. Check that it is still open and apply there. [Apply on Charles Schwab’s careers site →](https://www.schwabjobs.com/job/san-francisco/senior-equity-compensation-planner/33727/100738791600) [OpenNash Jobs](https://jobs.opennash.com/) / [Charles Schwab](https://jobs.opennash.com/companies/charles-schwab/) / Senior Equity Compensation 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 Equity Compensation Planner, you'll help clients turn complex stock compensation programs into confident financial decisions. Partnering with clients and a collaborative team of planning professionals, you'll integrate equity compensation strategies into comprehensive financial plans that support long-term goals and strengthen client relationships. You'll make a meaningful impact while continuing to grow your expertise through mentorship, innovative technology, and ongoing development opportunities. You will: Use Client Relationship Management and Communication skills to build trust, uncover client goals, and deliver personalized planning guidance. Apply Analytical Thinking and financial planning expertise to develop equity compensation strategies and actionable recommendations. Leverage Consultative Communications to simplify complex equity compensation concepts and help clients make informed decisions. Partner across Schwab using Cross-Functional Collaboration and Partnership Development skills to deliver integrated planning solutions. Demonstrate strong Organization, Time Management, and Attention to Detail while managing multiple client relationships and planning priorities. What you have ### Required Qualifications CFP® certification Active FINRA Series 7 and Series 63/65 or 66 licenses Bachelor’s degree 5+ years of financial services experience Demonstrated success applying Client Relationship Management, Analytical Thinking, Consultative Communications, Cross-Functional Collaboration, and Time Management skills to drive positive client outcomes. ### Preferred Qualifications Insurance licensing 3+ years of equity compensation planning experience Experience with stock options, RSUs, stock awards, and stock appreciation rights Entrepreneurial Orientation and a proactive, client-focused mindset Experience leveraging technology and data to enhance planning outcomes and client experiences 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: Not stated - First seen by OpenNash: Oct 11, 2026 - Last checked: Oct 18, 2026 - Listed for: 7 days - Location: San Francisco, CA[Apply on Charles Schwab’s careers site →](https://www.schwabjobs.com/job/san-francisco/senior-equity-compensation-planner/33727/100738791600) ## More jobs at Charles Schwab ### [AI Researcher, AI.x](https://jobs.opennash.com/companies/charles-schwab/jobs/3ef0d4db6e6fde5220c4/) San Francisco, CA ### [Director, Responsible AI](https://jobs.opennash.com/companies/charles-schwab/jobs/ccbac8865f6b3d74f09d/) San Francisco, CA ### [Executive Administrative Assistant](https://jobs.opennash.com/companies/charles-schwab/jobs/375ca4cfa23d98e0a02e/) San Francisco, CA ### [Sr. AI Engineer, AI.x](https://jobs.opennash.com/companies/charles-schwab/jobs/8e4dc118a642884d35c4/) San Francisco, CA ### [2027 Model Risk Governance & Validation Intern (Southlake Only)](https://jobs.opennash.com/companies/charles-schwab/jobs/9dbc912451b0869f39ee/) Southlake, TX ## Similar jobs at other companies ### [RPM Planner](https://jobs.opennash.com/companies/jones-lang-lasalle/jobs/2ddbf9c8b16c8468ab78/) Jones Lang LaSalle · San Francisco, CA ### [Compensation Associate, Equity Administration](https://jobs.opennash.com/companies/intercontinentalexchange/jobs/ebe9a7423a0e94ff0ec6/) IntercontinentalExchange · Atlanta, Georgia ### [Equity Compensation & Administration Senior Manager](https://jobs.opennash.com/companies/booz-allen-hamilton-holding/jobs/f5d06d58d5fc06f8d183/) Booz Allen Hamilton Holding · McLean, VA ### [Manager of Compensation and Equity](https://jobs.opennash.com/companies/fnb/jobs/db567183f4f6f1946e44/) F.N.B. · Pittsburgh, PA OpenNash lists jobs from employers’ own careers sites and does not handle applications. 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