Charles Schwab Overview
- Westlake, TX
- 10000+ Employees
- Company - Public (SCHW)
- Investment & Asset Management
- $10+ billion (USD)
Top CEOs: 2019 (#83)
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.
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Charles Schwab Reviews
"CHARLES SCHWAB EXPERIENCE"
ProsGreat salary and bonus structure. Fantastic benefits. Generous PTO. Completely remote in the beginning and then went to limited hybrid role, one day per week on campus. Excellent training and
Cons30 minute lunch and two 15 minute breaks, even for 10 hour shifts. While working remote that is not a problem. My schedule was 4X10 and we had Wednesdays off and weekends which was an added bonus. no
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Financial Services Representative InterviewAnonymous Employee in United StatesAccepted OfferPositive ExperienceEasy Interview
InterviewOverall standard interview questions. Just personality fit. They want to know what you are passionate about and if you really want the job. The interviewer was pleasant and easy going.Interview
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Charles Schwab Awards & Accolades
- Fortune World's Most Admired Companies, Fortune, 2021
- Careers & the disABLED Magazine Top 50 Employer, Careers & the disABLED Magazine, 2020
- Best Places to Work for LGBTQ Equality, Human Rights Campaign, 2020
- Top 50 World's Most Admired Companies, FORTUNE, 2020
- Top Veteran-Friendly Company, U.S. Veterans Magazine, 2020
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Charles Schwab FAQ
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What is paid time off like at Charles Schwab?
...Great benefits, work from home options, additional license opportunities, good pay, good PTO...
December 28, 2021
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