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.
Senior IT Support Specialist
Company: Charles River Associates
Location: East Bay
Posted Dec 03, 2024
Charles River Associates is a leading consulting firm that provides economic and financial expertise to clients. The company is looking for a Senior IT Support Specialist to improve employee productivity and provide technical support.
Senior Specialist, Credit Risk
Company: Charles Schwab
Location: Westlake, TX
Posted Dec 04, 2024
The Senior Specialist, Credit Risk position at Schwab involves supporting the Default Management Team strategy by analyzing the Bank's defaulted loan portfolio. Key responsibilities include maintaining, building, and organizing bank reporting, working on diverse data analysis problems, and serving as a central point of contact for third-party servicers, vendors, and outside legal counsel. The role requires 2-4 years of experience in Data Analytics or Reporting and 2+ years in Financial Services. Preferred qualifications include expertise in Excel, experience with MSP/Black Knight systems, and knowledge of mortgage products and terms. Schwab offers a competitive benefits package, including a 401(k) with company match, paid time off, parental leave, tuition reimbursement, and health insurance.
Fixed Income Trading Operations Senior Team Manager
Company: Charles Schwab
Location: Lone Tree, CO
Posted Dec 04, 2024
The Fixed Income Trading Operations Team Manager at Schwab is a dynamic leadership role with a focus on managing regulatory risk, improving business relationships, and troubleshooting issues. The ideal candidate should have 5+ years of operational experience in the financial services industry, 2+ years of management experience, and a Series 7 license. Preferred qualifications include a Series 24 license, experience with Fixed Income and industry regulations, proficient technical skills, and strong analytical and communication abilities. Schwab offers a competitive salary, bonus opportunities, and a comprehensive benefits package.
VP, Assistant Branch Manager - Albuquerque, NM
Company: Charles Schwab
Location: Albuquerque, NM
Posted Dec 04, 2024
At Schwab, Assistant Branch Managers (ABMs) have the opportunity to lead and grow, both personally and professionally. They develop and implement business plans for market share and client asset growth, coach and manage a team, and are on a path to become Branch Managers. The role requires a Bachelor's degree, various financial licenses, and at least 5 years of financial services experience. Schwab offers a competitive benefits package, including a 401(k) match, paid time off, parental leave, tuition reimbursement, and health insurance.
Investment Consultant - Sacramento, CA
Company: Charles Schwab
Location: Sacramento, CA
Posted Dec 03, 2024
Schwab is offering an Investment Consultant role with a salary range of USD $65,000 - $75,000 per year. This role provides an opportunity to learn and grow within the Branch Network, serving as the first step towards becoming a Financial Consultant. The role involves building a book of business through outbound calls, needs-based analysis, and product positioning. Schwab emphasizes a supportive culture, professional development, and a competitive benefits package including a 401(k) with company match, paid time off, parental leave, tuition reimbursement, and health insurance.
Client Relationship Specialist - Kansas City, MO
Company: Charles Schwab
Location: Kansas City, MO
Posted Dec 04, 2024
Charles Schwab is offering a Client Relationship Specialist position with a salary range of USD $53,700 - $61,400 per year. The role involves customer service, with opportunities for growth and development in the financial services industry. Schwab supports employees in obtaining Series 7 and 63/66 licenses. The company culture is purpose-driven and supportive, offering a competitive benefits package including 401(k) with company match, paid time off, parental leave, tuition reimbursement, and health insurance.
Director, Business Management Consultant - Advisor Services
Company: Charles Schwab
Location: Westlake, TX
Posted Dec 04, 2024
Schwab Advisor Services, a division of Charles Schwab & Co., Inc., offers competitive salaries and is the leading provider of custody, trading, technology, and practice management to registered independent advisory firms (RIAs). The Business Consulting and Education (BCE) team, part of Schwab Advisor Services, creates and delivers high-quality consulting and education programs to help advisors manage and grow their businesses. The Business Consultant role focuses on addressing growth, productivity, and profitability management challenges faced by advisory firms, working closely with Schwab's Relationship Managers to implement change and improve performance.
Advisor Services, Business Development Officer, Large Market - TEXAS
Company: Charles Schwab
Location: Reedley, CA
Posted Dec 03, 2024
Charles Schwab Advisor Services is seeking a dynamic financial services sales professional with a proven track record in recruiting and/or RIA custody sales. The ideal candidate will join a team of consultative B2B sales experts, focusing on large and complex advisors, independent broker dealer reps, and trust/bank professionals. The role involves partnering with internal consultants to position Schwab's platform, products, and people in an authentic and transparent manner, championing the fiduciary advice model and Schwab's leadership position in the RIA industry. The position can be hybrid or fully remote, with a base salary ranging from $145k-$225k, and eligibility for sales bonus opportunities. Schwab offers a competitive benefits package, including a 401(k) with company match, paid time off, parental leave, tuition reimbursement, and comprehensive health, dental, and vision insurance.
VP, Financial Consultant - New York, NY (Flatiron)
Company: Charles Schwab
Location: New York, NY
Posted Dec 04, 2024
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.
VP, Financial Consultant- Atlanta (Midtown), GA
Company: Charles Schwab
Location: Atlanta, GA
Posted Dec 04, 2024
Schwab is offering a Financial Consultant role with a salary range of USD $65,000 - $110,000 per year. The role involves providing wealth management and financial planning advice to existing Schwab clients, with opportunities for professional growth and career development. The company culture is supportive and nurturing, with a focus on empowering employees' personal and professional success. Benefits include a competitive compensation package, 401(k) with company match, paid time off, parental leave, tuition reimbursement, and health insurance.
Investment Consultant- Rancho Bernardo, CA
Company: Charles Schwab
Location: San Diego, CA
Posted Dec 03, 2024
Schwab's Investment Consultant role offers a salary range of USD $43,800 - $86,600/year, with potential for bonuses. This role serves as a stepping stone towards becoming a Financial Consultant, providing hands-on experience in building a client base and delivering top-notch service. Essential skills include a Bachelor's degree, Series 7 and 66 (63/65) licenses, Life and Health Insurance license, CFP certification (preferred), and at least two years of financial services experience. Schwab emphasizes a supportive culture, offering comprehensive benefits such as a 401(k) with company match, paid time off, parental leave, tuition reimbursement, and health insurance.
VP - Financial Consultant - Burlington, MA
Company: Charles Schwab
Location: Burlington, MA
Posted Dec 04, 2024
Schwab offers a Financial Consultant role with a salary range of $65,000 - $100,000 per year. The role involves providing wealth management and financial planning advice to existing clients, growing the practice through client asset consolidation, and networking. Schwab values employees' professional development and offers a competitive benefits package including 401(k) with company match, paid time off, parental leave, tuition reimbursement, and health insurance.