Charles Schwab Reviews | Glassdoor

Charles Schwab Reviews

Updated February 18, 2017
1,548 reviews

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Full-time Part-time

3.6
Star Star Star Star Star
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Approve of CEO
Charles Schwab President and Chief Executive Officer Walt Bettinger II
Walt Bettinger II
872 Ratings

1,548 Employee Reviews

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Pros
Cons
  • call center enviroment and metrics are always being monitored (in 75 reviews)

  • The seems to be a lack of a proper work/life balance (in 25 reviews)

More Pros and Cons

  1. Featured Review

    Helpful (1)

    "Financial Services Professional"

    Star Star Star Star Star
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Employee - Financial Services Professional in Phoenix, AZ
    Current Employee - Financial Services Professional in Phoenix, AZ
    Recommends
    Positive Outlook
    Approves of CEO

    I have been working at Charles Schwab full-time (More than a year)

    Pros

    There is great leadership at Schwab. They care about your career and if you want to go somewhere, they will help you get there if you put in the effort and show dedication. They are really good at hiring as there's a lot of strong talent.

    Cons

    Not many downsides... It's very busy on the phones. They may be understaffed. If you like competition this is the place to be. There is a lot of strong talent.

    Advice to Management

    Keep up the good work when it comes to hiring. Continue to hire people who care. Stop hiring people fresh out of college with the motivation of money.... they will not last and some of them are even bad for the brand.


  2. "Schwab Review"

    Star Star Star Star Star
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Former Employee - Senior Release Manager in San Francisco, CA
    Former Employee - Senior Release Manager in San Francisco, CA
    Recommends
    Neutral Outlook
    Approves of CEO

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

    Pros

    Innovative, customer focused financial company.

    Cons

    Most IT jobs will move away from San Francisco

    Advice to Management

    Great Management, CEO and Chairman.


  3. "Great company"

    Star Star Star Star Star
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Employee - Anonymous Employee
    Current Employee - Anonymous Employee
    Recommends
    Positive Outlook
    Approves of CEO

    Pros

    Friendly staff, great training, opportunity to make a great income, managers are above average.

    Cons

    Phone work. 90% phone work. That is something that I was unable to perform. I knew going in that it was a phone job, but unfortunately i couldn't handle the lack of creativity. Long waiting period between advancement in positions, but I understand why.

    Advice to Management

    Do what you do. The teams are great and great at motivating each other.


  4. Is this helpful? The community relies on everyone sharing – Add Anonymous Review


  5. "Operations"

    Star Star Star Star Star
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Employee - Anonymous Employee in Phoenix, AZ
    Current Employee - Anonymous Employee in Phoenix, AZ
    Recommends
    Positive Outlook
    Approves of CEO

    I have been working at Charles Schwab full-time (More than 10 years)

    Pros

    High on the ethics listing...

    Cons

    Not a lot of upward mobility

    Advice to Management

    Bring back more training opportunities


  6. "Good opportunities"

    Star Star Star Star Star
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Former Employee - Project Manager in Orlando, FL
    Former Employee - Project Manager in Orlando, FL
    Recommends
    Positive Outlook
    No opinion of CEO

    I worked at Charles Schwab full-time (More than 8 years)

    Pros

    You will work very hard and learn a lot. The firm really does care about its clients and supports employees to deliver great service.

    Cons

    Like most large companies, initiatives are rolled out sometimes before they are fully ready.


  7. "Client Relationship Specialist"

    Star Star Star Star Star
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Former Employee - Client Relationship Specialist in Encino, CA
    Former Employee - Client Relationship Specialist in Encino, CA
    Recommends
    Positive Outlook
    Approves of CEO

    I worked at Charles Schwab full-time (Less than a year)

    Pros

    Everything, great group of people and plenty of room for advancement

    Cons

    Taking the 7, incredibly hard but possible. Also, the roll is one of customer service and has all of the down sides of customer service.


  8. "Good Corporate Culture"

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

    I worked at Charles Schwab full-time (More than 5 years)

    Pros

    Very committed to the average investor, truly desiring to help everyone achieve their future financial goals. Caring environment, with good work/life balance

    Cons

    Relationships are key, so if you don't have them, it is hard to advance. Very old school.

    Advice to Management

    Be more open to flexible working arrangements and hiring young talent


  9. "Financial Consultant"

    Star Star Star Star Star
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Former Employee - Anonymous Employee
    Former Employee - Anonymous Employee
    Recommends
    Positive Outlook

    I worked at Charles Schwab full-time

    Pros

    Little autonomy, little dialing. Each branch has very different dynamic, get to know the traffic flow and manager.

    Cons

    constant grind, each year the trail goes down and asset goals go up. Great position for advisor with less than 3 years experience.

    Advice to Management

    Make a career glide path that makes advisors want to stay there for 20-30 years. Compensate on all asset flow in.


  10. "Senior Marketing Manager"

    Star Star Star Star Star
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Employee - Anonymous Employee
    Current Employee - Anonymous Employee
    Recommends
    Positive Outlook
    Approves of CEO

    I have been working at Charles Schwab full-time

    Pros

    Great work environment
    Leaders that care

    Cons

    None that I can think of


  11. "positive"

    Star Star Star Star Star
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Employee - Senior Staff Software Engineer in San Francisco, CA
    Current Employee - Senior Staff Software Engineer in San Francisco, CA
    Recommends
    Positive Outlook
    Approves of CEO

    I have been working at Charles Schwab full-time (More than 10 years)

    Pros

    good people
    work can be varied and interesting
    good work culture - you are valued as an employee

    Cons

    current relocation strategy to Denver
    bit slow adapting to new technology

    Advice to Management

    try and be a bit more forthcoming with information



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