Jobs at Charles Schwab
Charles Schwab is a global investment services leader that has built a robust technology ecosystem to power its flagship brokerage platform Schwab.com, mobile trading app, and automated wealth‑management offerings such as Schwab Intelligent Portfolios. The firm’s tech teams focus on developing secure, scalable systems that support millions of active traders and investors while integrating real‑time market data, advanced analytics, and AI‑driven investment advice.
Schwab hires a broad spectrum of tech talent, from software engineers and data scientists to cybersecurity analysts, cloud architects, product managers, UI/UX designers, and DevOps specialists. Candidates can expect a structured interview process that includes coding challenges, system‑design exercises, and behavioral questions tailored to the financial domain. Successful applicants often demonstrate strong problem‑solving skills, familiarity with financial regulations, and a passion for continuous learning in a fast‑moving fintech environment.
By browsing Schwab listings on Job Transparency, you gain immediate access to transparent salary ranges, employee sentiment scores, and interview experience ratings. This data lets you benchmark offers against industry averages, identify high‑value roles, and negotiate compensation that reflects your experience and the company’s market position.
Bilingual Global Service Specialist-Multichannel(Spanish or Chinese/Mandarin Required)
Company: Charles Schwab
Location: Phoenix, AZ
Posted Jan 21, 2025
Charles Schwab is offering a Global Service Representative role with a salary range of USD $42,400 - $60,000 per year. The position involves assisting international clients with customer service and trading via phone, chat, and email. The company values innovative thought, creative problem-solving, and excellent customer service. Required qualifications include fluency in Spanish or Chinese/Mandarin, FINRA Series 7 and 63 licenses, and outstanding customer service experience. Preferred qualifications include 1-2 years of experience in Client Service, Financial Services, and/or Brokerage Services, with a focus on trading. Schwab offers a competitive benefits package, including a 401(k) with company match, paid time off, parental leave, tuition reimbursement, and health insurance.
VP, Financial Consultant - San Mateo, CA
Company: Charles Schwab
Location: San Mateo, CA
Posted Jan 13, 2025
Schwab is offering a Financial Consultant role with a salary of USD $80,000 - $85,000 per year. The role involves providing wealth management and financial planning advice to existing Schwab clients, growing the practice through client asset consolidation, networking, and referrals. The company culture is supportive and nurturing, with diverse career opportunities. Required qualifications include a valid FINRA Series 7 license and obtaining FINRA Series 66 (63/65) and Life & Health Insurance licenses. Preferred qualifications include relationship building, trust engagement, and exceeding client expectations. Schwab offers a competitive benefits package including a 401(k) with company match, paid time off, parental leave, tuition reimbursement, and health insurance.
Senior Regional Manager, Schwab Wealth Advisory
Company: Charles Schwab
Location: Tysons Corner, VA
Posted Jan 13, 2025
The job posting describes a Senior Regional Manager role at Schwab Wealth Advisory, a premier investment advisory solution. The role involves coaching and counseling a team of Wealth Advisors, building relationships with internal partners and clients, and ensuring high performance and quality service. The position requires relevant financial services experience, licenses, and a degree. Schwab offers a competitive benefits package and a supportive culture.
Investment Consultant - Carmel, IN
Company: Charles Schwab
Location: Carmel, IN
Posted Jan 13, 2025
Schwab offers an Investment Consultant role with opportunities for growth and learning within their Branch Network. The role provides exposure to build a book of business through outbound calls, needs-based analysis, and collaboration with experienced Financial Consultants. Schwab provides a competitive benefits package and a supportive culture focused on employee development.
Client Technical Support Associate
Company: Charles Schwab
Location: Phoenix, AZ
Posted Jan 21, 2025
The CS&S Client Technical Support Associate role at Schwab involves handling tier II technical inquiries from clients, aiming for one-call resolution while maintaining exceptional service. The position requires at least one year of client service experience, strong troubleshooting skills, and excellent interpersonal abilities. Schwab offers a competitive salary range of USD $50,000 - $57,000/year, along with bonus opportunities, a comprehensive benefits package, and a supportive, flexible work environment.
Investment Consultant - Fresno, CA
Company: Charles Schwab
Location: Fresno, CA
Posted Jan 13, 2025
Schwab offers an Investment Consultant role where you can learn and grow within the Branch Network, potentially advancing to a Financial Consultant position. The role involves building a book of business through outbound calls, needs-based analysis, and product positioning. Schwab provides a competitive benefits package, including a 401(k) with company match, paid time off, parental leave, tuition reimbursement, and health insurance.
Senior Specialist, Internal Audit- Risk Analytics/Modeling
Company: Charles Schwab
Location: Westlake, TX
Posted Jan 13, 2025
The Internal Audit Department of The Charles Schab Corporation is hiring a Senior Specialist, Internal Audit, Risk Analytics/Modeling. The role involves auditing model development and validation, communicating findings, and participating in risk assessments. The candidate should have a quantitative background, strong analytical skills, and experience in internal audits. Schwab offers a competitive benefits package and a hybrid work approach.
Senior Team Manager, Centralized Planning Group
Company: Charles Schwab
Location: Lone Tree, CO
Posted Jan 21, 2025
The Financial Planning Group, part of the Wealth and Advised Solutions organization, is seeking a leader for a team delivering comprehensive financial planning solutions. The role involves retirement planning, charitable giving, estate planning, active investing, and managing banking and lending needs. Essential skills include a Bachelor's degree, CFP® designation, active FINRA licenses, and at least 7 years of financial services experience. Schwab offers a competitive salary, bonus opportunities, and a robust benefits package including 401(k) with company match, paid time off, parental leave, tuition reimbursement, and health insurance.
VP, Financial Consultant - Fairfield, CT
Company: Charles Schwab
Location: Fairfield, CT
Posted Jan 13, 2025
Schwab is offering a Financial Consultant role with a salary range of USD $65,000 - $100,000 per year. The role involves providing wealth management and financial planning advice to existing Schwab clients, with opportunities for professional growth and career development. Required qualifications include a valid FINRA Series 7 license and obtaining FINRA Series 66 (63/65) and Life & Health Insurance licenses. Preferred qualifications include strong relationship-building skills, ability to adapt to market changes, and a passion for community engagement. Schwab offers a competitive benefits package, including a 401(k) with company match, paid time off, parental leave, tuition reimbursement, and health insurance.
Senior Manager, Software Development & Engineering
Company: Charles Schwab
Location: Fairlawn, OH
Posted Jan 13, 2025
Charles Schwab is offering a Senior Software Development & Engineering Manager position in Retirement Plan Services. The role involves leading software delivery teams, ensuring high-quality output, and driving business objectives in a dynamic environment. Required qualifications include 10+ years of IT experience, 5+ years of people leadership, and hands-on experience with Agile processes. Preferred qualifications include experience with Test Driven Development, Financial Services industry, and Atlassian suite of products. Schwab offers a competitive benefits package, including a 401(k) with company match, paid parental leave, and tuition reimbursement.
Client Relationship Specialist - Denver, CO (Denver Tech Center)
Company: Charles Schwab
Location: Denver, CO
Posted Jan 13, 2025
The job posting at Schwab offers a salary range of USD $51,000 - $69,200 per year for a Client Relationship Specialist (CRS) role. The position emphasizes customer service, growth opportunities, and a supportive work environment. Schwab encourages employees to become licensed in Series 7 and 63/66, and provides a comprehensive benefits package including a 401(k) match, paid time off, parental leave, tuition reimbursement, and health insurance.
Manager, Stock Plan Services, Financial reporting
Company: Charles Schwab
Location: Westlake, TX
Posted Jan 13, 2025
Schwab Stock Plan Services (SPS) is seeking a Senior Financial Reporting Manager with expertise in ASC 718 and IFRS 2. The role involves providing financial reporting support to corporate clients, leading consultation conversations, and identifying system enhancements. The ideal candidate should have 5-8 years of experience in the equity compensation industry, strong communication skills, and the ability to work independently. Schwab offers a competitive benefits package, including bonus opportunities, and a supportive culture focused on employee development.