Charles Schwab Benefits

4.0
772 Ratings

Our Benefits

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.

Which benefits does Charles Schwab provide?

Current and former employees report that Charles Schwab provides the following benefits. It may not be complete.

Insurance, Health & WellnessFinancial & RetirementFamily & ParentingVacation & Time OffPerks & DiscountsProfessional Support

Insurance, Health & Wellness

Health Insurance
3.6
203 Ratings
Employer Verified
4.1
16 Ratings
Employer Verified
4.0
13 Ratings
Employer Verified
4.3
11 Ratings
Employer Verified
4.0
11 Ratings
Employer Verified
3.4
8 Ratings
Employer Verified
4.4
8 Ratings
Employer Verified
3.3
6 Ratings
Employer Verified
3.0
3 Ratings
Employer Verified
3.0
1 Rating
Employer Verified
Flexible Spending Account (FSA)
Employer Verified

Financial & Retirement

4.3
208 Ratings
Employer Verified
4.1
27 Ratings
4.5
11 Ratings
Employer Verified
3.6
11 Ratings
Employer Verified
4.4
10 Ratings
Employer Verified
2.0
3 Ratings
Employer Verified
1.0
1 Rating
Employer Verified

Family & Parenting

4.2
44 Ratings
Employer Verified
3.6
5 Ratings
Employer Verified
4.6
5 Ratings
Employer Verified
2.5
2 Ratings
Employer Verified
3.0
1 Rating
Employer Verified
4.0
1 Rating
Employer Verified
Dependent Care
Employer Verified
Fertility Assistance
Employer Verified
Reduced or Flexible Hours
Employer Verified

Vacation & Time Off

4.1
104 Ratings
Employer Verified
4.0
29 Ratings
Employer Verified
4.3
26 Ratings
Employer Verified
4.7
22 Ratings
Employer Verified
4.3
14 Ratings
Employer Verified
3.8
4 Ratings
Employer Verified

Perks & Discounts

3.8
37 Ratings
Employer Verified
4.2
5 Ratings
Employer Verified
2.5
4 Ratings
Employer Verified
2.5
4 Ratings
Employer Verified
5.0
1 Rating
Employer Verified
Commuter Checks & Assistance
Employer Verified
Mobile Phone Discount
Employer Verified
Travel Concierge
Employer Verified

Professional Support

3.4
7 Ratings
Employer Verified
2.8
5 Ratings
Employer Verified
3.0
5 Ratings
Employer Verified
3.0
4 Ratings
Employer Verified
Apprenticeship Program
Employer Verified

Employee Benefit Reviews

Showing 1–10 of 772 comments

Most Commented

  • 401K Plan(208 comments)

    Pretty standard, schwab is the custodian so you get access to dashboards and graphs as well

  • Health Insurance(203 comments)

    Lower deductible than other places

  • Vacation & Paid Time Off(104 comments)

    After working for a while your vacation does maxes out so vacation time usage is actually encouraged.

Mar 25, 2023
5.0
Current Senior Software Engineer in Austin, TX, Texas

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.

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Mar 25, 2023
5.0
Current Finance Representative in Orlando, FL, Florida

4 week Sabbatical after 5 years of service.

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Mar 23, 2023
5.0
Current Product Manager in Austin, TX, Texas

Good Compensation, Generous PTO, Work Life balance

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Mar 23, 2023
5.0
Current Retail Trader in Dallas-Fort Worth, Texas

Great benefits - accommodating FMLA, up to 6% 401k match, flexible vacation time and ample sick time offered.

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What Charles Schwab employees are saying

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Financial Advisors

1y

a 

Managing Principal

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???

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Mar 23, 2023
5.0
Current Employee

Great benefits and a paid sabbatical after 5 years!

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Mar 23, 2023
5.0
Current Scrum Master in Phoenix, AZ, Arizona

Health insurance, vacation, retirement plans

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Mar 21, 2023
5.0
Current Employee

Good benefits. Good 401k match.. less equity driven

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Mar 20, 2023
5.0
Current Investment Consutlant in Alexandria, VA, Virginia

Education reimbursement: managers and peers are very supportive too in regard of getting you to know the comprehensive financial consultation and planning

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Mar 16, 2023
5.0
Current Sr Specialist in Austin, TX, Texas

Great company, great benefits, sabbatical, & HSA

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Mar 19, 2023
4.0
Current Director in San Francisco, CA, California

Great 401k matching. High deductible health insurance plan with HSA and limited to no mental health benefits.

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Viewing 1 - 10 of 772 Reviews

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