Working at Charles Schwab | Glassdoor

Charles Schwab Overview

San Francisco, CA
10000+ employees
Company - Public (SCHW)
Investment Banking & Asset Management
$5 to $10 billion (USD) per year
Financial services can be complicated. At Charles Schwab, we’re trying to fix that. We have a history of challenging the status quo and innovating in ways that help individuals create a better tomorrow.

Mission: Our purpose is to champion every client’s goals with passion and integrity, empowering them to take ownership of their financial future at every income level and life stage.

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Charles Schwab – Why Work For Us?

At Schwab, “Own Your Tomorrow” embodies everything we do. We are committed to helping our employees unleash their potential and achieve their dreams. Our employees get to play a central role in disrupting a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth. We’re a modern financial services firm that stands apart from the industry, where you can go as far as your ambition takes you. 

Unleash your potential, visit to learn more and apply today.  

At Schwab, our employees have a shared ambition to make a dent in the universe, and our culture supports these aspirations. We empower our employees to build meaningful careers with purpose. We challenge our employees to stretch and grow their skills with opportunities and programs to grow both personally and professionally. We invest in the well-being of our employees, their families and the communities in which we live and work, because when our people are at their best, so are we. 

For some people, there’s no more fulfilling work than helping others achieve their dreams. Schwab is for those people.

We celebrate our differences and believe that a diverse range of perspectives and experiences is what enables us to deliver our best work for clients, whether you're just starting out in your career or returning to it after some time off. 

Our commitment to diversity and inclusion transcends everything we do at Schwab, and this sets us apart. We are dedicated to building and maintaining a workplace that reflects our employees’ individual experiences, perspectives and backgrounds, spanning gender, ethnicity, religion, sexual orientation, age, disability, veteran status and others. 

We continue to set new standards in enhancing our employees' work environment, our clients' experiences and our community outreach. Our goal is simple: to raise the bar on inclusion in every aspect of our business.

To learn more about our diversity programs, click here

At Schwab, we inspire the driven; individuals who want to take ownership of their career and their future. You are appreciated for your work, respected for your unique strengths and rewarded for the possibilities you create for our clients. Schwab is a place where we don't just give you a job. We give you control of your future. 

Schwab Digital Services: This team is responsible for leading the firm’s work to explore, develop and deploy investments in digital technology that help deliver easy-to-use, intuitive experiences for current and future clients.  

Schwab Technology Services: The Schwab Technology Services team is passionate about paving the way for new, modern solutions that help people build and manage wealth. The team is made up of people with passions for business process, cybersecurity, engineering and development. 

Corporate Risk Management: At Schwab, we believe client trust is the ultimate indication of success and the Corporate Risk Management team plays an essential role in building and maintaining credibility and client confidence. Organized around six primary functions – bank risk, enterprise risk, information security services, market and investment risk, model risk and operational risk – the team manages the delivery of predictable financial and operational performance by identifying, evaluating, measuring, monitoring and reporting risks.

Branch Network:  This team has the power to make a difference in our clients’ daily lives. Our plan-based approach allows the team to offer clear, transparent, and actionable advice, and our modern approach of transparency and accountability to clients sets us apart. Here, we believe you can build a career worth owning. 

Schwab Support: Our belief in the power of investing is a perspective that's influenced our company from the beginning and creates a powerful bond between us and the investors, employers, and advisors we serve. At Schwab, we have three tracks you can follow to unleash your passion for serving others. 

  • Advisor Custody & Trading (ACT): As a Relationship Specialist, you will be speaking with Registered Independent Advisors and providing them with operational support to help them run and grow their business. 
  • Client Service & Support (CS&S): As a Financial Service Professional, you will be an ambassador of Schwab helping to educate and solve problems for individual investors. 
  • Retirement Plan Services (RPS): As a Participant Services Associate, you will speak with individuals who participate in an employer-sponsored retirement plan administered by Schwab to help them take ownership of their financial future. 

Where do you fit in? 

With corporate, service and branch locations across the nation, we're more than likely to be in your neighborhood. While our headquarters remain in San Francisco, our footprint continues to expand across the United States.

Service Centers: Austin, Westlake and El Paso, Texas; Chicago, Illinois; Richfield, Ohio; Lone Tree, Colorado; Indianapolis, Indiana; Orlando, Florida; Phoenix, Arizona; San Francisco, California. 

Branch Locations: Schwab offers branch locations in nearly every state. 

Charles Schwab Reviews

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Recommend to a friend
Approve of CEO
Charles Schwab President and Chief Executive Officer Walt Bettinger II
Walt Bettinger II
1,220 Ratings
  • Featured Review

    Helpful (1)

    "Excellent Company"

    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Former Employee - Anonymous Employee in San Francisco, CA
    Former Employee - Anonymous Employee in San Francisco, CA
    Positive Outlook
    Approves of CEO

    I worked at Charles Schwab full-time (More than 10 years)


    Clear direction.
    Ethical business practices
    Pro employee outlook


    Nothing bad to say...they did the best they could do by me.

See All 2,241 Reviews

Charles Schwab Photos

Charles Schwab photo of: At Schwab, we celebrate family. Sisters Taeshima and Phyllicia White are sharing the #SchwabLife for four years and counting.
Charles Schwab photo of: Terri Kallsen, EVP of Investor Services, was awarded from our Military Veterans Network and the Lone Tree Freedom Race.
Charles Schwab photo of: Schwab Digital Talks in Austin
Charles Schwab photo of: Schwab Digital Talks in Austin
Charles Schwab photo of: Celebrating our Interns #NationalInternDay
Charles Schwab photo of: We're proud to share that for the first time the Dallas Morning News named Schwab a Top 100 Mid-Size Workplace and awarded us a special award for Best Ethics.
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Charles Schwab Interviews



Getting an Interview

Getting an Interview




  1. Helpful (28)  

    Associate Interview

    Anonymous Employee
    Accepted Offer
    Negative Experience
    Average Interview


    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.

    Interview Questions

    • Summarize the worse comment received by a manager   1 Answer


    Terrible, they tell you they cannot negotiate. They lie, negotiate at least 10-13% more, that is their latitude

See All 637 Interviews

Charles Schwab Awards & Accolades

  • Best Places to Work for LGBT Equality, Human Rights Campaign’s (HRC) Corporate Equality Index, 2017
  • Best Places to Work in Money Management, Pensions & Investments, 2016
  • Top Workplaces in Dallas/Fort Worth, The Dallas Morning News, 2017
  • Military Friendly Spouse Employer, Military Spouse Magazine, 2017
  • Best of the Best, U.S. Veterans Magazine, 2017
See More

Pledges & Certifications

Veteran Hiring Commitment

Committed to helping America's military veterans find work

Diversity Commitment

Has programs that support a diverse and inclusive workforce

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