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 Specialist, Alternative Investments - Advisor Services
Company: Charles Schwab
Location: Westlake, TX
Posted Nov 19, 2024
Charles Schwab is offering a Senior Specialist position in Alternative Investment Services. The role involves assisting clients with complex investments, partnering with various teams to understand high-net-worth advisors' needs, and providing support via phone and email. The ideal candidate should have 5+ years of operations or client service experience, strong communication skills, problem resolution abilities, and a knack for embracing change and innovation. Schwab offers a competitive benefits package, including a 401(k) with company match, paid time off, parental leave, tuition reimbursement, and health insurance.
Business Analyst, Workforce Manager
Company: Charles Schwab
Location: Westlake, TX
Posted Nov 20, 2024
The Business Analyst, Workforce Manager role at Schwab involves capacity planning and analytics, central to the firm's scale and efficiency efforts. The role focuses on labor forecasting, descriptive, predictive, and prescriptive analytics. The individual will engage with senior leaders to develop forecasts and translate them into strategic staffing plans. They will supervise volumes and service levels, and facilitate meetings to review the tactical plan, providing analysis and recommended actions. The role requires strong analytical skills, excellent communication, and experience in analytical roles. Schwab offers a competitive benefits package, a supportive culture, and a hybrid work approach.
Senior .NET Software Engineer
Company: Charles Schwab
Location: Fairlawn, OH
Posted Nov 20, 2024
Charles Schwab is offering a Senior Software Engineer position in Retirement Plan Services Technology. The role involves leading a development team, designing and developing software applications for retirement plan administration, and participating in an agile team. Required qualifications include a Bachelor's degree in Computer Science, 10+ years of .NET design and development experience, and expertise in object-oriented design, Microsoft SQL Server, SOAP and REST web services, and CI/CD. The company offers a competitive benefits package, including a 401(k) with company match, paid time off, parental leave, tuition reimbursement, and health, dental, and vision insurance.
Sr. Manager, Sr. Wealth Advisor, Schwab Wealth Advisory
Company: Charles Schwab
Location: Boston, MA
Posted Nov 20, 2024
Charles Schwab is offering a Sr. Manager, Sr. Wealth Advisor position with a salary range of USD $154,800 - $258,100 per year. The role involves working with clients to build comprehensive wealth strategies, providing ongoing advice, and adapting to life changes. The company values integrity, open communication, strong market knowledge, and client service. The position requires a CWS® or CPWA designation, CFP® or CFA designation, active FINRA Series 7 and 66 licenses, a Bachelor's degree, and at least five years of advisory experience. 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- Santa Barbara, CA
Company: Charles Schwab
Location: Santa Barbara, CA
Posted Nov 20, 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 the mentorship of a seasoned advisor. Schwab offers a competitive benefits package, including a 401(k) with company match, paid time off, parental leave, tuition reimbursement, and health insurance.
Vice President, Financial Consultant - Scottsdale, AZ
Company: Charles Schwab
Location: Scottsdale, AZ
Posted Nov 20, 2024
At Schwab, Financial Consultants are empowered to make a significant impact on their careers. They provide wealth management and financial planning advice to existing Schwab clients, growing their practice through client asset consolidation, networking, and referrals. The role offers a supportive, nurturing culture 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 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.
Vice President, Branch Manager - Private Wealth Services - Orlando, FL
Company: Charles Schwab
Location: Orlando, FL
Posted Nov 20, 2024
Charles Schwab is offering a Branch Manager position with a salary range of USD $150,000 - $225,000 per year. The role involves leading a team of Senior Wealth Consultants and Wealth Consultants, managing sales strategies, and expanding the client base. The Branch Manager will inspire the team, provide investment guidance, and handle client presentations. The position requires a Bachelor's degree, various FINRA licenses, and at least 5 years of financial services experience, including 4 years in sales leadership. Schwab values teamwork, integrity, service, open communication, and perseverance. The company offers a competitive benefits package, including a 401(k) with company match, paid time off, parental leave, tuition reimbursement, and health insurance.
Operations Distribution Specialist
Company: Charles Schwab
Location: Austin, TX
Posted Nov 20, 2024
The job posting at Schwab offers a salary range of USD $47,700 - $60,000 per year. The Specialist in Plan Administration & Implementation will manage high volume processing of complex disbursements and distributions, research historical activity, and ensure compliance with ERISA Law. Key responsibilities include queue oversight, processing requests, maintaining quality control, creating process improvements, and audit fulfillment. The ideal candidate should have superior analytical skills, processing experience, extensive knowledge of Microsoft Office, and retirement industry knowledge. Schwab provides a competitive benefits package, including a 401(k) with company match, paid time off, parental leave, tuition reimbursement, and health insurance.
Director, Compliance Risk Assessment
Company: Charles Schwab
Location: Westlake, TX
Posted Nov 20, 2024
The Charles Schwab Corporation's Corporate Compliance Department is seeking a Compliance Risk Assessment and Regulatory Inventory Director. This key leadership role involves embedding and refining risk assessment processes, establishing an enterprise-wide approach to risk mitigation, and maintaining the company's regulatory inventory. The successful candidate will have extensive experience in compliance risk management at a large-scale financial services organization, demonstrating the ability to oversee such functions and collaborate with senior stakeholders. Responsibilities include leading initiatives for comprehensive risk detection, maintaining risk inventory technology capabilities, and conducting impact assessments. The role requires strong communication skills, the ability to work collaboratively with various groups, and proficiency in Microsoft Office Programs.
Network Capacity Analyst
Company: Charles Schwab
Location: Austin, TX
Posted Nov 20, 2024
Charles Schwab is offering a Network Capacity Analyst position with a salary range of USD $95,000 - $145,000 per year. The role involves forecasting, evaluating, and optimizing network infrastructure, working closely with various teams to analyze trends and predict future demand. Required qualifications include a Bachelor's degree in computer science or related discipline, 3+ years of experience in Network Capacity Planning or similar roles, and proficiency in Network Monitoring tools. Preferred qualifications include experience with data visualization dashboards and Network Management certifications. Schwab offers a competitive benefits package, including a 401(k) with company match, paid time off, parental leave, tuition reimbursement, and health insurance.
Investment Consultant - Encino, CA
Company: Charles Schwab
Location: Encino, CA
Posted Nov 19, 2024
Schwab offers an Investment Consultant role as the first step towards a career in financial consulting. The role involves learning and growing within the Branch Network, gaining experience to advance, and building a book of business through proactive calls and needs-based analysis. The company provides a competitive benefits package, including a 401(k) with company match, paid time off, parental leave, tuition reimbursement, and health insurance.
Manager, Client Relationship Support- Reston, VA
Company: Charles Schwab
Location: Reston, VA
Posted Nov 20, 2024
At Schwab, as a Client Relationship Manager, you'll play a crucial leadership role in a local branch, serving as the first point of contact for clients. Your responsibilities include managing client relationships, resolving escalations, and coordinating branch operations. The role offers opportunities for growth, mentorship, and professional development. Schwab provides a competitive benefits package, including a 401(k) with company match, paid time off, parental leave, tuition reimbursement, and health insurance.