For more than 40 years, we've been building a business designed to help people take control of their financial futures. The same applies to our people. That's why we invest in our employees and their futures, providing them with a valuable benefits package that not only helps them stay healthy but also gives them complimentary financial advice.
Health Insurance & Wellness: Benefits and wellness programs to support your overall well-being including health care, health savings accounts, and wellness.
Financial & Retirement Plans: Programs to help you invest for your future and benefits that protect your income including 401k, employee stock purchase plan, employee branch and advice services, and disability.
Education & Professional Development: Support to help you grow in your career at Schwab including education reimbursement and student loan repayment guidance.
Work & Life: Programs to help you balance work, life, and leisure including time off, sabbatical leave, paid parental leave, volunteer time, and an employee discount program.
Current and former employees report that Charles Schwab provides the following benefits. It may not be complete.
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“Pretty standard, schwab is the custodian so you get access to dashboards and graphs as well”
“Lower deductible than other places”
“After working for a while your vacation does maxes out so vacation time usage is actually encouraged.”
Definitely take advantage of the Employee branch financial advice/planning for you and your immediate family/people who live with you. Other notable ones: the mortgage discount, health savings account contribution, hybrid/wfh.
4 week Sabbatical after 5 years of service.
Good Compensation, Generous PTO, Work Life balance
Great benefits - accommodating FMLA, up to 6% 401k match, flexible vacation time and ample sick time offered.
We are in the process of consolidating accounts for a new client and moving them over to Charles Schwab where we custody - all straight forward stuff. The client has an old 401k from a previous employer and filled out the paperwork with that 401k to roll it to Schwab. So about $470k hit her Schwab account last week. And then exactly 7 days later, another $460k hits again. Both from the 401k custodian. But her account was only $470k. I think they messed up royally. Now what???
Personal Investment Chatter
As a NJ resident can I open a 529 plan through my Charles Schwab brokerage account for the convenience of all accounts in one place? Or do I have to open it through the state of New Jersey to receive any and all tax breaks? FWIW NJ 529 was overhauled and totally changed for 2022, was one of the worst available prior to this year.
On Fishbowl, you can share insights and advice anonymously with Charles Schwab employees and get real answers from people on the inside.
Great benefits and a paid sabbatical after 5 years!
Health insurance, vacation, retirement plans
Good benefits. Good 401k match.. less equity driven
Education reimbursement: managers and peers are very supportive too in regard of getting you to know the comprehensive financial consultation and planning
Great company, great benefits, sabbatical, & HSA
Great 401k matching. High deductible health insurance plan with HSA and limited to no mental health benefits.