Job Description
Job Description: Position Type: Regular
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.
We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location(s).
Applicants must be currently authorized to work in the United States on a full-time basis without employer sponsorship.
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.
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