Senior Team Manager, Centralized Planning Group
Company: Charles Schwab
Location: Dallas
Posted on: April 25, 2024
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Job Description:
Position 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 can help. - -This position will be
responsible for leading a team of experts who deliver comprehensive
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 the 13 Wealth Management topics in
conjunction with powerful technology to inspire clients to take
action and own their financial legacies. -What you haveWe place a
premium on high performance leadership, and the ability to execute
our strategic focus. Essential skills include:
What's in it for youAt 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 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 that takes care of the whole you - both today and in
the future:
Keywords: Charles Schwab, Plano , Senior Team Manager, Centralized Planning Group, Executive , Dallas, Texas
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