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 Contact Center Development Team Manager
Company: Charles Schwab
Location: Indianapolis, IN
Posted Oct 18, 2024
Charles Schwab is seeking a senior team manager for the Client Contact Technology's Platform Development team. The role involves leading development solutions for the Contact Center Technology Platform, managing FTEs and contractors, and overseeing production support for related systems. The ideal candidate should have a Bachelor's degree in Engineering or Computer Science, 5+ years of people management experience, and 10+ years of experience with Contact Center Voice Technology products. Knowledge of various digital technologies, Java/JavaScript, and network load balancing is preferred. Schwab offers a competitive benefits package, including a 401(k) with company match, paid time off, and tuition reimbursement.
VP, Financial Consultant- Richmond, VA
Company: Charles Schwab
Location: Richmond, VA
Posted Oct 17, 2024
The job posting at Schwab offers a salary range of USD $65,000 - $110,000 per year for a Financial Consultant role. The position involves providing wealth management and financial planning advice to existing Schwab clients, with opportunities for professional growth and career development. The ideal candidate should have a valid FINRA Series 7 license, be willing to obtain FINRA Series 66 (63/65) and Life & Health Insurance licenses, and possess strong relationship-building skills. Schwab offers a competitive benefits package, including a 401(k) with company match, paid time off, parental leave, tuition reimbursement, and health insurance.
LICENSED Client Service Professional - 401K
Company: Charles Schwab
Location: Phoenix, AZ
Posted Oct 18, 2024
This job posting is for a Licensed Customer Service Professional role within the Participant Services team at Charles Schwab. The role involves providing guidance and solutions to participants of employer-sponsored retirement plans, with opportunities for growth and development in a collaborative environment. The position offers a competitive salary range, bonus or incentive opportunities, and a comprehensive benefits package. The ideal candidate will have strong communication skills, analytical abilities, and a willingness to adapt to changes. The office is located in Phoenix, AZ with a start date of Jan. 13th, 2025.
Stock Plan Services Specialist
Company: Charles Schwab
Location: Westlake, TX
Posted Oct 17, 2024
The job posting at Schwab offers a competitive salary of USD $58,000 - $65,000 per year. The role of a Stock Plan Services Financial Services Professional involves providing personalized service to stock plan participants, handling transactions for various equity awards, and engaging with participants to understand their financial needs. The successful candidate will receive in-depth education and training, demonstrate strong problem-solving skills, and have a passion for delivering top-tier service. Schwab offers a comprehensive benefits package, including a 401(k) with company match, paid time off, parental leave, tuition reimbursement, and health insurance.
Sr Manager, User Experience Designer Lead
Company: Charles Schwab
Location: Austin, TX
Posted Oct 15, 2024
Charles Schwab is seeking an experienced product design lead with people leadership skills for their Experience Design (XD) team. The role involves co-creating solutions with cross-functional Agile teams, leading cross-functional teams in using data to define problems, and mentoring across XD disciplines. The design lead will bring products to life through collaboration, influence product design efforts, and manage XD teams within a program/portfolio. Schwab offers a competitive benefits package, including a 401(k) with company match, paid parental leave, tuition reimbursement, and more.
Wealth Advisor, Schwab Wealth Advisory
Company: Charles Schwab
Location: San Francisco, CA
Posted Oct 30, 2024
Schwab Wealth Advisory (SWA) offers a premier, fee-based investment advisory solution with a focus on personal relationships and specialized service. As a Wealth Advisor, you'll have the opportunity to work as a fiduciary within a dedicated team, delivering exceptional client experiences. The role involves managing complex portfolios, leveraging a wide array of products, and deepening relationships with stakeholders. Schwab emphasizes professional development, offering a competitive benefits package, including a 401(k) with company match, paid time off, parental leave, tuition reimbursement, and comprehensive health insurance.
Director, Funds Transfer Pricing (FTP)
Company: Charles Schwab
Location: Lone Tree, CO
Posted Oct 30, 2024
Charles Schwab is offering a people leader role in the Asset Liability Management (ALM) team within the Corporate Treasury department. The role involves leading the development and implementation of a new funds transfer pricing framework, establishing FTP Policy, and developing analytics and reporting capabilities. The ideal candidate should have 10+ years of experience in treasury, funds transfer pricing, finance, and/or ALM roles, with a minimum of five years at an institution of equivalent size and complexity. The role offers a competitive salary, bonus opportunities, and a comprehensive benefits package.
Senior Manager, Regulatory Data Analyst
Company: Charles Schwab
Location: Westlake, TX
Posted Oct 30, 2024
Charles Schwab is seeking a skilled Regulatory Data Analyst for its Retail Supervision & Risk Management team. The role involves designing and implementing analytics and reporting for control monitoring and testing, and end-to-end deep dive reviews. The analyst will also support the development of a risk-based control monitoring and testing plan, and communicate findings to senior leaders. Required qualifications include a Bachelor's degree, data analyst experience in Compliance, Audit, or as a Regulatory Examiner in financial services, and advanced proficiency in Microsoft Office software. Preferred qualifications include strong risk and business acumen, foundational knowledge of retail broker-dealer rules and regulations, and experience in data analytics, reporting, and machine learning tools.
Advice Academy Professional
Company: Charles Schwab
Location: Westlake, TX
Posted Oct 18, 2024
The Schwab Advice Academy is a 12-month rotational program preparing individuals for a role in financial planning and advice. The program includes learning, on-the-job experience, and mentorship. Participants study for and pass required securities license exams, receive training, and complete rotations within 4 unique Wealth & Advice Solutions businesses. Upon graduation, they move into a role within the Schwab Wealth Advisory Centralized Service Team. The program offers comprehensive training, mentorship, and a competitive benefits package.
VP, Financial Consultant- Wilmington, NC
Company: Charles Schwab
Location: Wilmington, NC
Posted Oct 17, 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 comprehensive benefits package, including a 401(k) with company match, paid time off, parental leave, and tuition reimbursement.
VP, Financial Consultant - Clearwater, FL
Company: Charles Schwab
Location: Clearwater, FL
Posted Oct 18, 2024
The job posting at Schwab offers a salary range of USD $65,000 - $90,000 per year for a Financial Consultant role. The position involves providing wealth management and financial planning advice to existing Schwab clients, with opportunities for professional growth and career development. The ideal candidate should have a valid FINRA Series 7 license, be willing to obtain FINRA Series 66 (63/65) and Life & Health Insurance licenses, and possess strong relationship-building skills. Schwab offers a competitive benefits package, including a 401(k) with company match, paid time off, parental leave, tuition reimbursement, and health insurance.
Mgr, Business Strategy
Company: Charles Schwab
Location: League City, TX
Posted Oct 17, 2024
The Investor Advice Solutions (IAS) Strategy & Field Enablement (SAFE) team at Schwab is seeking a Manager for event planning, project management, and coordination. The role involves managing event logistics, vendor and venue relationships, budget tracking, and reporting. The ideal candidate should have experience in event planning, marketing, or project management, excellent project management skills, adaptability, and strong communication skills. Schwab offers a competitive benefits package, including a 401(k) with company match, paid time off, parental leave, tuition reimbursement, and health insurance.