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.
Wealth Consultant Partner- Ultra High Net Worth
Company: Charles Schwab
Location: Orlando, FL
Posted Dec 24, 2024
The Wealth Consultant Partner role at Charles Schwab involves providing high-touch service and ongoing support for ultra-high net worth clients. The role requires a Bachelor's degree, Series 7, 66 (63/65) licenses, and notary certification. Minimum 3 years of financial services experience is preferred. Key responsibilities include supporting senior wealth consultants, deepening client relationships, providing financial advice, and managing client information. Schwab offers a competitive benefits package including 401(k), paid time off, parental leave, tuition reimbursement, and health insurance.
Director, Corporate Strategy
Company: Charles Schwab
Location: Westlake, TX
Posted Dec 23, 2024
Charles Schwab is seeking a Director of Corporate Strategy with extensive experience in business strategy, preferably in consulting or internal strategy groups. The role involves driving identification, evaluation, and synthesis of Schwab's longer-term strategic opportunities. Responsibilities include evaluating growth and efficiency pathways, executing new strategy consulting projects, articulating the multi-year roadmap, and storytelling to frame recommendations to the Executive Council and Board. The role is based in Westlake, TX and reports to the head of Corporate Strategy. Schwab offers a competitive benefits package, a supportive culture, and a hybrid work approach.
QA Analyst
Company: Charles Schwab
Location: Ann Arbor, MI
Posted Dec 21, 2024
The thinkorswim Mobile team is seeking a skilled QA Analyst/Engineer to join their team, working on a top-tier mobile trading platform. The role involves ensuring thorough testing of development code before release, collaborating with senior team members, and building technical expertise in the applications. Responsibilities include creating test plans, participating in peer reviews, and providing input on risks. The ideal candidate should have a degree in Computer Science or related field, experience with thinkorswim platforms, and solid understanding of financial markets and relevant technologies. Schwab offers a competitive benefits package, including a 401(k) with company match, paid time off, and tuition reimbursement.
Senior Auditor- Corporate Functions
Company: Charles Schwab
Location: Westlake, TX
Posted Dec 21, 2024
The Internal Audit Department (IAD) of The Charles Schwab Corporation is seeking a Senior Auditor (Senior Specialist). The role involves assisting in independent and objective assurance activities to improve organizational operations and compliance with key regulations. Responsibilities include audit execution, issues identification, issue management, risk assessment, coaching, administration/training, and other initiatives. The ideal candidate should have 3-5+ years of financial services-related audit experience, preferably in corporate, broker dealer, bank operations, or regulatory compliance. CPA, CIA, CISA certifications are strongly preferred. Schwab offers a competitive benefits package, including a 401(k) with company match, paid time off, parental leave, tuition reimbursement, and health insurance.
Financial Consultant Partner - Century City, CA
Company: Charles Schwab
Location: Los Angeles, CA
Posted Dec 23, 2024
At Schwab, Financial Consultant Partners (FCP) are empowered to make a significant impact on their careers. They act as trusted partners to Senior Financial Consultants (FC) and their clients, deepening relationships and uncovering business development opportunities. The role involves supporting the growth and management of an affluent wealth management practice, providing exceptional service and advice. The ideal candidate is a licensed financial professional with a passion for wealth management and a desire to grow under mentorship. Schwab offers a competitive benefits package, including a 401(k) with company match, paid time off, parental leave, tuition reimbursement, and health insurance.
Manager Bank Accounting
Company: Charles Schwab
Location: Lone Tree, CO
Posted Dec 24, 2024
The job posting at Schwab offers a salary range of USD $81,800 - $135,000 per year. The Bank Accounting team, part of the Corporate Controller's department, is responsible for the financial books and records of the Bank subsidiaries and Trust Companies. Key responsibilities include closing the books, account reconciliations, and preparing financial reports. The role requires 5+ years of GAAP accounting experience, proficiency in Microsoft Office, and strong attention to detail. Benefits include a competitive salary, bonus opportunities, and a comprehensive benefits package.
VP, Financial Consultant - Dallas, TX (Park Cities)
Company: Charles Schwab
Location: Dallas, TX
Posted Dec 23, 2024
Charles Schwab is offering a Financial Consultant role with a salary range of USD $65,000 - $115,000 per year, eligible for bonuses. The role involves managing existing Schwab clients' wealth and financial planning, with opportunities for growth through client asset consolidation and referrals. The company culture is supportive, nurturing, and focused on professional development. Required qualifications include a valid FINRA Series 7 license and obtaining Series 66 (63/65) and Life & Health Insurance licenses. Preferred qualifications include relationship-building skills, ability to adapt to market changes, and a passion for community engagement. Schwab offers a competitive benefits package including 401(k) with company match, paid time off, parental leave, tuition reimbursement, and health insurance.
Wealth Consultant Partner, Ultra High Net Worth - Westlake, TX
Company: Charles Schwab
Location: Westlake, TX
Posted Dec 24, 2024
The Wealth Consultant Partner role at Charles Schwab involves providing high-touch service and ongoing support for ultra-high net worth clients. The role requires a Bachelor's degree, Series 7, 66 (63/65) licenses, and notary certification. Minimum 3 years of financial services experience is preferred. Key responsibilities include supporting senior wealth consultants, deepening client relationships, providing financial advice, and managing client information. Schwab offers a competitive benefits package including 401(k), paid time off, parental leave, tuition reimbursement, and health insurance.
Senior Specialist, Model Validation/Quantitative Analyst
Company: Charles Schwab
Location: Lone Tree, CO
Posted Dec 21, 2024
Charles Schwab is hiring a quantitative analyst for a manager level individual contributor role in Model Risk Oversight. The role involves conducting model validations, assessing model usage, documentation, conceptual soundness, data integrity, control environment, and software environment. The ideal candidate should have a master's or PhD in a quantitative discipline, strong quantitative aptitude, and understanding of financial models in business contexts. Preferred qualifications include initiative-taking, ability to work independently and in a team, high attention to detail, critical thinking, problem-solving skills, excellent writing and communication skills, and experience with statistical programming languages. Schwab offers a competitive benefits package, including 401(k) with company match, paid time off, parental leave, tuition reimbursement, and health insurance.
Manager, Trust Transition
Company: Charles Schwab
Location: Boulder City, NV
Posted Dec 23, 2024
The Manager, Trust Transition at Schwab is a crucial role in the growing trust organization. This position involves taking ownership of new trust opportunities, ensuring exceptional client and partner experiences from initial inquiry to trustee designation. The role requires reviewing trust agreements, supporting various trust services, and collaborating with internal and external partners. Successful candidates should have a Bachelor's degree or higher, 5+ years of experience in banking or financial industry, strong interpersonal and analytical skills, and a positive, collaborative attitude. Schwab offers a competitive salary, bonus opportunities, and a comprehensive benefits package.
Investment Consultant - Indianapolis, IN
Company: Charles Schwab
Location: Indianapolis, IN
Posted Dec 21, 2024
Schwab offers an Investment Consultant role with a salary range of USD $43,800 - $76,700/year. This role serves as the first step towards becoming a Financial Consultant, providing exposure and experience. The position involves building a book of business through outbound calls, needs-based analysis, and product positioning. Schwab emphasizes professional growth, offering a competitive benefits package, including a 401(k) with company match, paid time off, parental leave, tuition reimbursement, and health insurance.
Investment Consultant - Arrowhead, AZ (Sun City)
Company: Charles Schwab
Location: Peoria, AZ
Posted Dec 21, 2024
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 supportive culture, competitive benefits, and opportunities for professional development. Required qualifications include Series 7, 66 (63/65), and Life and Health Insurance licenses, along with a preference for financial services industry experience.