Mission: Our Purpose drives our every action
Our purpose is to champion every client’s goals with passion and integrity. This purpose drives us to help our clients take ownership of their financial futures, helping people at all levels of income and every ...
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The more diverse experiences, backgrounds, and perspectives at the table, the stronger our team is - and our ability to serve our clients best. Take it from Jennifer, who urges women to sign up for a career in Financial Services and lead the way in transforming this industry.
More women are earning advanced degrees and higher salaries, resulting in greater purchasing power. This is changing the way women approach their financial futures. And it's why we believe it's critical that our female employees get involved, actively develop their careers, and help lead our company in reaching out to those women who need help, support, and guidance.
The financial services industry at times seems to underrepresent women's interests. That's why it's so important to Schwab that we recruit quality female employees.
Visit schwabjobs.com to explore current opportunities
People think financial services is just about stocks and bonds. Here at Schwab, we believe it is about helping improve people’s lives. At Schwab, what unites our employees is a shared belief that the work we do can make a direct impact on the client.
The Schwab Financial Consultant Academy is a developmental rotational program that prepares individuals for a career as a Financial Consultant in one of our branches. We’re looking for a select group of individuals who will earn a spot on our team.
It has long been our belief that the service we offer our clients sets us apart from our competitors. As we plan for significant growth in the future, maintaining a strong network of financial consultants who see the world Through Clients’ Eyes remains a high priority.The Schwab Financial Consultant Academy is a developmental rotational program that prepares individuals for a career as a financial consultant in one of our branches.
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. Benefits include:
Life at Schwab is inclusive - a place where people with different interests and different backgrounds can work together in an atmosphere of mutual trust and respect.
Schwab's Diversity and Inclusion Commitment
Diversity and Inclusion are a way of life at Schwab, transcending ethnicity, race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status, and life stages to include diversity of experiences, strengths, perspectives, and thought.
Our commitment to building an inclusive environment where everyone feels valued is what sets us apart. Schwab is dedicated to building and maintaining a dynamic organization and culture that reflect the individual strengths of every person who is a part of the company. Through diversity we gain a wider range of perspectives and experiences, which benefits everyone and helps us ‘see through clients’ eyes.’ And by seeing our business through the eyes of our clients, we are able to deliver the best client experience possible.
I have been working at Charles Schwab full-time
Truly do value their employees and take care of you and your future career with the company
Leadership is great. Create a good relationship with your manager from the start - they are your biggest advocate!
Introduce yourself to your director. That goes a long way
Study hard and pass your 7 & 63 so that you can move forward in the role!
Flexible schedules are the best. They offer a wide variety of shifts.
While in this role, breaks/lunches can be strict.
Received a call from the recruiter and immediately they start asking salary questions be careful with that! They ask a lot of questions about possible scenarios of angry client's and how you handled. Be wary they offer amazing bonuses and over time. Neither is easily attained; bonus is paid in tiers depending on seniority, pay grade level, and extra roles you took. Overtime is offered twice a year and limited.
Terrible, they tell you they cannot negotiate. They lie, negotiate at least 10-13% more, that is their latitude