Sr Manager, Financial Planner

Charles Schwab

Private · via Adzuna

Location: Austin, Travis County
Dates: Posted Nov 1

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What to know about this job

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This kind of job: Working with money and numbers: accounting, billing, collections, payroll, banking or financial analysis. Excel and accounting systems are used daily.
Documents usually requested: Photo ID and Social Security card or work authorization (Form I-9)
Diploma or degree (transcript if requested)
Background check
CPA license, if the position requires it
In our catalog: Posted 4 days ago. 281 other jobs are active in Austin.

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About the job

Job Description Position Type: Regular\n \nYour opportunity\n \n 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. \n 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 …

This is a summary. Requirements and the rest are in the original listing.