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.
VP, Financial Consultant - Tampa, FL
Company: Charles Schwab
Location: Tampa, FL
Posted Oct 05, 2024
The job posting at Schwab offers a competitive salary range of USD $65,000 - $90,000 per year. The Financial Consultant role 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 open to obtaining FINRA Series 66 (63/65) and Life & Health Insurance licenses, and possess strong relationship-building skills. Schwab emphasizes a supportive culture, diverse career opportunities, and a competitive benefits package, including a 401(k) with company match, paid time off, parental leave, tuition reimbursement, and health insurance.
VP, Financial Consultant - Morristown, NJ
Company: Charles Schwab
Location: Morristown, NJ
Posted Oct 07, 2024
Charles 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 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.
Investment Consultant - Reno, NV
Company: Charles Schwab
Location: Reno, NV
Posted Oct 05, 2024
Schwab is offering an Investment Consultant role with opportunities for career growth and learning. The role involves building a book of business through outbound calls, needs-based analysis, and product positioning. It's a stepping stone towards becoming a Financial Consultant. Schwab provides a competitive 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 Oct 06, 2024
The job posting at Schwab offers a competitive salary range of USD $65,000 - $100,000 per year. As a Financial Consultant, you'll provide wealth management and financial planning advice to existing Schwab clients, growing your practice through client asset consolidation, networking, and referrals. The role requires 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, adaptability, and a passion for community engagement. Schwab offers a comprehensive benefits package, including a 401(k) with company match, paid time off, parental leave, tuition reimbursement, and health insurance.
Licensed Financial Services Representative
Company: Charles Schwab
Location: Austin, TX
Posted Oct 05, 2024
Charles Schwab is offering a competitive pay and bonus package, ranging from $52,400 to $76,000 per year, depending on related experience. The role involves providing financial guidance to clients, forming trust-based relationships, and solving complex issues. Schwab values a growth mindset, willingness to learn, and passion for serving others. Required qualifications include active FINRA Series 7 & 63 licenses, flexibility for 24/7 contact center needs, and preferred qualifications include customer service and client relationship experience. 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, Wealth Advisor - Schwab Wealth Advisory
Company: Charles Schwab
Location: Westlake, TX
Posted Oct 05, 2024
The job posting at Schwab offers a competitive salary range of USD $145,000 - $190,000 per year for a Sr. Manager, Wealth Advisor position. The role involves working as a fiduciary within a dedicated Schwab Wealth Advisory team to deliver an exceptional client experience. The successful candidate will have the opportunity to use a vast array of products to help clients manage their complex portfolios and achieve their goals. The position also offers opportunities for professional development, collaboration, and mentoring. Schwab provides a comprehensive benefits package, including a 401(k) with company match, paid time off, parental leave, tuition reimbursement, and health, dental, and vision insurance.
Facilities Operations Manager
Company: Charles Schwab
Location: Austin, TX
Posted Oct 05, 2024
The Operations Manager - Critical Environments & Engineering (CEE) position at Schwab involves managing day-to-day MEP operations and maintenance, partnering with various teams, and ensuring timely performance of service requests. The role requires a high school diploma or equivalent, a degree in building science, electrical, mechanical, or technical education, and at least 10 years of related experience. Schwab offers a competitive benefits package, including a 401(k) with company match, paid time off, parental leave, tuition reimbursement, and health insurance.
Wealth Advisor, Schwab Wealth Advisory
Company: Charles Schwab
Location: Newport Beach, CA
Posted Oct 06, 2024
Schwab Wealth Advisory (SWA) is offering a Wealth Advisor position with a salary range of USD $120,000 - $150,000 per year. The role involves working as a fiduciary within a dedicated team to deliver exceptional client service, managing complex portfolios, and achieving clients' financial goals. The position requires a Bachelor's Degree, active FINRA Series 7 and 66 licenses, and three or more years of advisory experience. Preferred skills include CFP or CFA, superior relationship management, and polished interpersonal skills. Schwab offers a competitive benefits package, including a 401(k) with company match, paid time off, parental leave, tuition reimbursement, and health insurance.
Senior Specialist, Legal Operations
Company: Charles Schwab
Location: Lone Tree, CO
Posted Oct 05, 2024
The Third Party Legal Process (TPLP) team at The Charles Schwab Corporation is seeking a Sr. Specialist. The role involves processing matters such as court orders, garnishments, subpoenas, and tax levies. The Sr. Specialist will be responsible for timely processing, building relationships, and ensuring efficient processes. Key responsibilities include identifying issues, collecting and organizing information, managing court orders, processing levies and garnishments, cross-training, and serving as a point of contact. Required competencies include a BS/BA degree, minimum of two years of experience with legal documents, proficiency in Adobe and Microsoft Office Suite, and high self-expectations. Preferred competencies include Series 7 and 9/10 licensing, and iManage or eCounsel experience. 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 (Buckhead), GA
Company: Charles Schwab
Location: Atlanta, GA
Posted Oct 05, 2024
Schwab offers a Financial Consultant role with a salary range of USD $65,000 - $95,000/year. The role involves providing wealth management and financial planning advice to existing Schwab clients, with opportunities for professional growth and a supportive, nurturing culture. 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, adaptability, and a passion for community engagement. Schwab provides a competitive benefits package, including a 401(k) with company match, paid time off, parental leave, tuition reimbursement, and health insurance.
Estates Hotline Specialist- Indianapolis, IN
Company: Charles Schwab
Location: Indianapolis, IN
Posted Oct 04, 2024
The job posting is for a Schwab Estate Hotline Professional role, which involves providing high-touch service to clients and advisors in resolving Estate/Divorce issues. The role requires 2+ years of operational experience in legal or financial services and a Bachelor's degree in finance, economics, business administration, or related area. The position offers a competitive salary range, bonus or incentive opportunities, and a comprehensive benefits package. The company culture emphasizes empowering employees' personal and professional success, with a focus on development and workplace flexibility.
Senior Specialist, IT Audits and SOX Compliance
Company: Charles Schwab
Location: Lone Tree, CO
Posted Oct 05, 2024
Charles Schwab is seeking a Senior Specialist for the Sarbanes-Oxley Compliance Office (SCO) to support IT portions of ICFR and ICOC Assessments. The role involves gaining exposure to various financial processes, contributing to a risk-based approach, collaborating with management and external auditors, and self-managing assessment preparation. The position offers a competitive salary range, bonus opportunities, and a comprehensive benefits package including 401(k) with company match, paid time off, parental leave, tuition reimbursement, and health insurance. Schwab emphasizes a supportive culture, professional development, and a hybrid work approach.