Work From Home Research Panel. Ideal for Admin Virtual Assistants

Apex Focus Group partners with research organizations, academic institutions, and brands seeking genuine consumer feedback. We connect individuals with flexible work from home research opportunities that help shape products, services, and user experiences. Role Overview: We’re inviting individuals from all backgrounds, including those searching for admin virtual assistants roles, to express interest in joining upcoming consumer research studies. These may include online interviews, product evaluations, or feedback sessions - most often conducted remotely. This is a casual, project-based role well suited for individuals looking to participate part time (or full time) in research based on availability and profile match. Requirements: A smartphone, tablet, or computer with a working camera A stable internet connection Ability to follow written instructions and share thoughtful opinions A valid email address to receive study invitations Benefits: Flexible participation - opt in only when studies match your profile Research formats vary and may include focus groups (work from home online or in-person), video interviews, product evaluations, or digital feedback sessions No prior admin virtual assistants experience needed. Just a willingness to share your opinions Some studies may offer early access to unreleased products or services Compensation is offered for many studies, depending on type Compensation: Up to $750 per week (amount varies based on the selected focus group or research assignment) If you're interested in being part of research that helps shape real-world decisions, and exploring flexible part-time, work from home opportunities, we welcome you to register your interest online today. Important Notice – No Fees Required: We never charge any fees to register or participate. Please remain cautious of any message requesting payment to take part in research.

Remote Paid Panelist. Customer Service Agent Representative Welcome. Immediate Start

Apex Focus Group partners with research organizations, academic institutions, and brands seeking genuine consumer feedback. We connect individuals with flexible remote research opportunities that help shape products, services, and user experiences. Role Overview: We’re inviting individuals from all backgrounds, including those searching for customer service agent representative roles, to express interest in joining upcoming consumer research studies. These may include online interviews, product evaluations, or feedback sessions - most often conducted remotely. This is a casual, project-based role well suited for individuals looking to participate part-time in research based on availability and profile match. Some studies are available for immediate start. Requirements: A smartphone, tablet, or computer with a working camera A stable internet connection Ability to follow written instructions and share thoughtful opinions A valid email address to receive study invitations Benefits: Flexible participation - opt in only when studies match your profile Research formats vary and may include focus groups (work from home online or in-person), video interviews, product evaluations, or digital feedback sessions No prior customer service agent representative experience needed. Just a willingness to share your opinions Some studies may offer early access to unreleased products or services Compensation is offered for many studies, depending on type Compensation: Up to $750 per week (amount varies based on the selected focus group or research assignment) If you're interested in being part of research that helps shape real-world decisions, and exploring flexible remote, work from home opportunities with an immediate start, we welcome you to register your interest online today. Important Notice – No Fees Required: We never charge any fees to register or participate. Please remain cautious of any message requesting payment to take part in research.

AI Platform Delivery Director

The Opportunity MassMutual’s AI Platform Engineering team is seeking an impact-driven Engineering professional to lead and grow the team that builds the infrastructure powering AI development across the company. You will own the people leadership, hiring, and day-to-day execution of the AI Platform team, partnering closely with technical leadership to translate roadmap priorities into delivery while building a high-performing, high-trust engineering culture. The Team This is a unique opportunity to lead a team at the center of how MassMutual builds and operates the platform powering its AI initiatives. The team operates at the intersection of cloud infrastructure, AI/ML systems, and developer experience—delivering foundational capabilities that shape how the entire organization builds and deploys AI. As the engineering director, you will partner closely with the AI engineering, product, and cloud engineering teams across the enterprise, and you will invest in your team’s growth through a culture of peer learning, candid feedback, and shared technical standards. This team is defined by a shared commitment to engineering excellence, clear documentation, and the kind of people leadership that helps engineers do their best work. The Impact Own the people leadership of the AI Platform development team —hiring, onboarding, performance management, and career development—for a team of AI platform engineers. Drive execution against the AI platform roadmap —partner with key stakeholders to break strategic priorities into achievable sprints and milestones and hold the team accountable to delivery. Stay technical enough to lead—participate in architecture discussions and design reviews for systems like agent runtime infrastructure, tool/plugin registries, memory and context management layers, and agent observability pipelines, even when you're not writing production code day to day. Champion engineering excellence : set and uphold standards for code quality, reliability, on-call practices, and operational maturity across the platform. Manage up and out : provide clear, honest reporting on team progress, risks, and resourcing needs, and communicate technical trade-offs to senior stakeholders. Be the primary advocate for your team ’s wellbeing and growth—removing blockers, building a high-trust culture, and raising the team’s technical craft through design reviews and documentation habits. The Minimum Qualifications 3 years of experience as a people manager of software, platform, or infrastructure engineers, plus 5 years of overall software engineering experience. Demonstrated track record of hiring, coaching, and retaining strong engineers, with experience leading teams through ambiguous, fast-moving priorities. Working knowledge of cloud-native architecture : Kubernetes, managed cloud services, networking, and multi-tenancy patterns across AWS, GCP, or Azure, sufficient to engage credibly in technical discussions. Proven ability to lead a team through complex, multi-month platform initiatives —driven from whiteboard to production, managing ambiguity and risk throughout. Exposure to AI/ML infrastructure : model serving, inference pipelines, agentic solution or LLM integration patterns. Experience setting and upholding engineering standards (code quality, on-call practices, operational excellence) across a team. Strong communication skills : able to translate between technical depth and business priorities for different audiences, with clear written documentation habits. Bachelors degree in a computer science, engineering or similar discipline. Must be able to work in the US without sponsorship now or in the future. The Ideal Qualifications Experience leading a team that built an internal developer platform (IDP) from scratch , with a product mindset that obsesses over internal developer experience. Familiarity with AI safety, model evaluation, and governance frameworks. Ability to lead with both people and technical credibility —influencing design decisions, driving alignment, and raising quality bar across the team. Open-source contributions to platform or ML infrastructure tooling. Comfort with ambiguity : energized by undefined problem spaces, with a habit of building clarity and shared context where there isn’t any. Advanced educational degree preferred. What to Expect as Part of MassMutual and the Team Regular meetings with the AI Platform Engineering team Focused one-on-one meetings with your manager Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQIA, veteran and disability-focused Business Resource Groups Access to learning content on Degreed and other informational platforms Your ethics and integrity will be valued by a company with a strong and stable ethical business with industry leading pay and benefits LI-MC1 MassMutual is an equal employment opportunity employer. We welcome all persons to apply. If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need. California residents: For detailed information about your rights under the California Consumer Privacy Act (CCPA), please visit our California Consumer Privacy Act Disclosures page.

AI Platform Delivery Director

The Opportunity MassMutual’s AI Platform Engineering team is seeking an impact-driven Engineering professional to lead and grow the team that builds the infrastructure powering AI development across the company. You will own the people leadership, hiring, and day-to-day execution of the AI Platform team, partnering closely with technical leadership to translate roadmap priorities into delivery while building a high-performing, high-trust engineering culture. The Team This is a unique opportunity to lead a team at the center of how MassMutual builds and operates the platform powering its AI initiatives. The team operates at the intersection of cloud infrastructure, AI/ML systems, and developer experience—delivering foundational capabilities that shape how the entire organization builds and deploys AI. As the engineering director, you will partner closely with the AI engineering, product, and cloud engineering teams across the enterprise, and you will invest in your team’s growth through a culture of peer learning, candid feedback, and shared technical standards. This team is defined by a shared commitment to engineering excellence, clear documentation, and the kind of people leadership that helps engineers do their best work. The Impact Own the people leadership of the AI Platform development team —hiring, onboarding, performance management, and career development—for a team of AI platform engineers. Drive execution against the AI platform roadmap —partner with key stakeholders to break strategic priorities into achievable sprints and milestones and hold the team accountable to delivery. Stay technical enough to lead—participate in architecture discussions and design reviews for systems like agent runtime infrastructure, tool/plugin registries, memory and context management layers, and agent observability pipelines, even when you're not writing production code day to day. Champion engineering excellence : set and uphold standards for code quality, reliability, on-call practices, and operational maturity across the platform. Manage up and out : provide clear, honest reporting on team progress, risks, and resourcing needs, and communicate technical trade-offs to senior stakeholders. Be the primary advocate for your team ’s wellbeing and growth—removing blockers, building a high-trust culture, and raising the team’s technical craft through design reviews and documentation habits. The Minimum Qualifications 3 years of experience as a people manager of software, platform, or infrastructure engineers, plus 5 years of overall software engineering experience. Demonstrated track record of hiring, coaching, and retaining strong engineers, with experience leading teams through ambiguous, fast-moving priorities. Working knowledge of cloud-native architecture : Kubernetes, managed cloud services, networking, and multi-tenancy patterns across AWS, GCP, or Azure, sufficient to engage credibly in technical discussions. Proven ability to lead a team through complex, multi-month platform initiatives —driven from whiteboard to production, managing ambiguity and risk throughout. Exposure to AI/ML infrastructure : model serving, inference pipelines, agentic solution or LLM integration patterns. Experience setting and upholding engineering standards (code quality, on-call practices, operational excellence) across a team. Strong communication skills : able to translate between technical depth and business priorities for different audiences, with clear written documentation habits. Bachelors degree in a computer science, engineering or similar discipline. Must be able to work in the US without sponsorship now or in the future. The Ideal Qualifications Experience leading a team that built an internal developer platform (IDP) from scratch , with a product mindset that obsesses over internal developer experience. Familiarity with AI safety, model evaluation, and governance frameworks. Ability to lead with both people and technical credibility —influencing design decisions, driving alignment, and raising quality bar across the team. Open-source contributions to platform or ML infrastructure tooling. Comfort with ambiguity : energized by undefined problem spaces, with a habit of building clarity and shared context where there isn’t any. Advanced educational degree preferred. What to Expect as Part of MassMutual and the Team Regular meetings with the AI Platform Engineering team Focused one-on-one meetings with your manager Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQIA, veteran and disability-focused Business Resource Groups Access to learning content on Degreed and other informational platforms Your ethics and integrity will be valued by a company with a strong and stable ethical business with industry leading pay and benefits LI-MC1 MassMutual is an equal employment opportunity employer. We welcome all persons to apply. If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need. California residents: For detailed information about your rights under the California Consumer Privacy Act (CCPA), please visit our California Consumer Privacy Act Disclosures page.

AI Platform Delivery Director

The Opportunity MassMutual’s AI Platform Engineering team is seeking an impact-driven Engineering professional to lead and grow the team that builds the infrastructure powering AI development across the company. You will own the people leadership, hiring, and day-to-day execution of the AI Platform team, partnering closely with technical leadership to translate roadmap priorities into delivery while building a high-performing, high-trust engineering culture. The Team This is a unique opportunity to lead a team at the center of how MassMutual builds and operates the platform powering its AI initiatives. The team operates at the intersection of cloud infrastructure, AI/ML systems, and developer experience—delivering foundational capabilities that shape how the entire organization builds and deploys AI. As the engineering director, you will partner closely with the AI engineering, product, and cloud engineering teams across the enterprise, and you will invest in your team’s growth through a culture of peer learning, candid feedback, and shared technical standards. This team is defined by a shared commitment to engineering excellence, clear documentation, and the kind of people leadership that helps engineers do their best work. The Impact Own the people leadership of the AI Platform development team —hiring, onboarding, performance management, and career development—for a team of AI platform engineers. Drive execution against the AI platform roadmap —partner with key stakeholders to break strategic priorities into achievable sprints and milestones and hold the team accountable to delivery. Stay technical enough to lead—participate in architecture discussions and design reviews for systems like agent runtime infrastructure, tool/plugin registries, memory and context management layers, and agent observability pipelines, even when you're not writing production code day to day. Champion engineering excellence : set and uphold standards for code quality, reliability, on-call practices, and operational maturity across the platform. Manage up and out : provide clear, honest reporting on team progress, risks, and resourcing needs, and communicate technical trade-offs to senior stakeholders. Be the primary advocate for your team ’s wellbeing and growth—removing blockers, building a high-trust culture, and raising the team’s technical craft through design reviews and documentation habits. The Minimum Qualifications 3 years of experience as a people manager of software, platform, or infrastructure engineers, plus 5 years of overall software engineering experience. Demonstrated track record of hiring, coaching, and retaining strong engineers, with experience leading teams through ambiguous, fast-moving priorities. Working knowledge of cloud-native architecture : Kubernetes, managed cloud services, networking, and multi-tenancy patterns across AWS, GCP, or Azure, sufficient to engage credibly in technical discussions. Proven ability to lead a team through complex, multi-month platform initiatives —driven from whiteboard to production, managing ambiguity and risk throughout. Exposure to AI/ML infrastructure : model serving, inference pipelines, agentic solution or LLM integration patterns. Experience setting and upholding engineering standards (code quality, on-call practices, operational excellence) across a team. Strong communication skills : able to translate between technical depth and business priorities for different audiences, with clear written documentation habits. Bachelors degree in a computer science, engineering or similar discipline. Must be able to work in the US without sponsorship now or in the future. The Ideal Qualifications Experience leading a team that built an internal developer platform (IDP) from scratch , with a product mindset that obsesses over internal developer experience. Familiarity with AI safety, model evaluation, and governance frameworks. Ability to lead with both people and technical credibility —influencing design decisions, driving alignment, and raising quality bar across the team. Open-source contributions to platform or ML infrastructure tooling. Comfort with ambiguity : energized by undefined problem spaces, with a habit of building clarity and shared context where there isn’t any. Advanced educational degree preferred. What to Expect as Part of MassMutual and the Team Regular meetings with the AI Platform Engineering team Focused one-on-one meetings with your manager Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQIA, veteran and disability-focused Business Resource Groups Access to learning content on Degreed and other informational platforms Your ethics and integrity will be valued by a company with a strong and stable ethical business with industry leading pay and benefits LI-MC1 MassMutual is an equal employment opportunity employer. We welcome all persons to apply. If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need. California residents: For detailed information about your rights under the California Consumer Privacy Act (CCPA), please visit our California Consumer Privacy Act Disclosures page.

VP, Assistant Branch Manager - Tacoma, WA

Position Type: Regular Your opportunity At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. As an Assistant Branch Manager (ABM) within Schwab’s Branch Network, you have the unique opportunity to center your work around development and growth – for your clients, your team, and yourself. In collaboration with, and under the guidance of, the Branch Manager, you will develop and implement a comprehensive local business plan focused on growth of market share and client assets. As a branch leader, you will coach a driven team of branch professionals , attending to performance management and employee engagement. In more than 300 branch offices in 45 U.S. states, you'll find Branch Managers leading and coaching their teams as they work directly with our clients to achieve their financial goals. As an ABM, you are on a direct path to become a Branch Manager , a critical leader role within our Investor Services organization , which is responsible for helping individuals and families with their financial goals, including retirement planning, charitable giving, estate planning, active investing or managing banking and lending needs. If you are seeking the next step in your career as a leader within wealth management, this may be the role for you. What you have Required Qualifications: Bachelor’s degree or equivalent work-related experience A valid and active Series 7 license required A valid and active Series 66 (63/65) license required (may be obtained within a 90 day condition of employment) A valid and active Series 9/10 (8) license required (may be obtained within a 90 day condition of employment) Since this is a development role, those that are hired into his position need to be flexible to relocate across the network when a manager role becomes available. Preferred Qualifications: A minimum of 5 years in the financial services industry with leadership experience preferred Ability to provide ongoing employee coaching, development, and recognition Demonstrated business development experience with a strong drive for results Passion to focus on retention and development of top talent through coaching, performance management, and employee engagement. Openness to build and deepen relationships with clients, within the community and within Schwab to achieve desired results A valid and active Life and Health Insurance license (may be obtained within a 120 day condition of employment) CFP® designation is preferred Strong brokerage and industry knowledge In addition to the salary range, this role is also eligible for bonus or incentive opportunities. What’s in it for you At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. We offer a competitive benefits package that takes care of the whole you – both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance

VP, Assistant Branch Manager - Campbell, CA

Position Type: Regular Your opportunity In addition to the salary range, this role is also eligible for bonus or incentive opportunities. At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. As an Assistant Branch Manager (ABM) within Schwab’s Branch Network, you have the unique opportunity to center your work around development and growth – for your clients, your team, and yourself. In collaboration with, and under the guidance of, the Branch Manager, you will develop and implement a comprehensive local business plan focused on growth of market share and client assets. As a branch leader, you will coach a driven team of branch professionals , attending to performance management and employee engagement. In more than 300 branch offices in 45 U.S. states, you'll find Branch Managers leading and coaching their teams as they work directly with our clients to achieve their financial goals. As an ABM, you are on a direct path to become a Branch Manager , a critical leader role within our Investor Services organization , which is responsible for helping individuals and families with their financial goals, including retirement planning, charitable giving, estate planning, active investing or managing banking and lending needs. If you are seeking the next step in your career as a leader within wealth management, this may be the role for you. What you have Required Qualifications: Bachelor’s degree or equivalent work-related experience A valid and active Series 7 license required A valid and active Series 66 (63/65) license required A valid and active Series 9/10 (8) license required (may be obtained within a 90 day condition of employment) Since this is a development role, those that are hired into his position need to be flexible to relocate across the network when a manager role becomes available. Preferred Qualifications: A minimum of 5 years in the financial services industry with leadership experience preferred Ability to provide ongoing employee coaching, development, and recognition Demonstrated business development experience with a strong drive for results Passion to focus on retention and development of top talent through coaching, performance management, and employee engagement. Openness to build and deepen relationships with clients, within the community and within Schwab to achieve desired results A valid and active Life and Health Insurance license (may be obtained within a 120 day condition of employment) CFP® designation is preferred Strong brokerage and industry knowledge What’s in it for you At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. We offer a competitive benefits package that takes care of the whole you – both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance

Investment Consultant- Virginia Beach, VA

Position Type: Regular Your opportunity At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. As an Investment Consultant (IC) at Schwab, you have the opportunity to learn and grow within our Branch Network at the ground floor. The first foray int o the path towards becoming a Financial Consultant (FC) at Schwab, the IC role provides the exposure and experience required to advance in this challenging space. You’l l learn what it takes to build a book of business through proactive, outbound calls to existing Schwab clients, uncovering opportunities through needs-based analysis and positioning appropriate products and solutions. You’ll observe our skilled FCs and learn how to deliver unparalleled value and service through collaboration and mentoring. If you are seeking the first step towards a rich and rewarding career in financial consulting, look no further than Schwab’s Investment Consultant role. In addition to the salary range, this role is also eligible for bonus or incentive opportunities. What you have We place a premium on high performance, quality service and the ability to execute the Schwab strategy. Essential skills include: Bachelor’s degree or equivalent work-related experience A valid and active Series 7 license required A valid and active Series 66 (63/65) license required (may be obtained within a 120 day condition of employment) A valid and active Life and Health Insurance license is required (may be obtained within a 120 day condition of employment) Certified Financial Planner (CFP) certification is preferred Minimum of two years of experience in the financial services industry (required) Financial business development experience (highly preferred) Knowledge of brokerage/banking products and services Strong client relationship building experience Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing. You will be required to register and to submit to the required SAFE Act background check and registration process What’s in it for you At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. We offer a competitive benefits package that takes care of the whole you – both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance

VP; Financial Consultant - Virgina Beach, VA

Position Type: Regular Your opportunity Schwab’s branch team is at the heart of our commitment to helping clients own their financial futures. As a Financial Consultant, you’ll combine planning expertise with a thoughtful approach to holistic financial guidance including investing, retirement readiness, and education goals—serving as a trusted partner who guides clients through life’s financial decisions with clarity and empathy. Why you’re set up for success You’ll start with a book of existing Schwab clients, giving you a strong foundation to build lasting relationships and grow your practice. Your relationship-building and communication skills will help deepen client connections and create meaningful impacts into the lives of the people and communities you serve. Schwab Training and Development To set you up for success, you’ll complete our comprehensive training through Wealth Management University, a four-week virtual experience led by live facilitators, followed by an immersive weeklong bootcamp to connect with peers and learn from experts. After completing Wealth Management University, your individualized development continues through hands-on training and mentorship within your branch. You’ll collaborate closely with your branch manager, experienced peers, and dedicated mentors who provide guidance tailored to your unique background and career goals. Career Pathing As your career evolves, Schwab’s four-level Financial Consultant track offers a clear path for advancement, recognition, and leadership—empowering you to shape your future and make a difference for yourself, your clients, and your community. You’ll be supported by leaders who champion your development, invest in continuous learning, and empower you to expand your skills and responsibilities over time. Competitive Compensation This position offers a competitive base salary complemented by a performance-driven incentive plan, providing unlimited earning potential from day one. As you continue to build relationships and grow your book of business, your compensation will increase—rewarding your commitment and tenure in the role with greater earning opportunities over time. Investment Professionals' Compensation | Charles Schwab What you have The expertise you bring: A valid and active FINRA Series 7 license required Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job. CFP® Certification is a plus. ( If you have not obtained the CFP designation yet, we encourage your professional development with Tuition Reimbursement and our internal CFP Cohort Program) The skills you bring: Business Development Proactively engage in warm outreach to existing and prospective clients, maintaining consistent sales activity to grow the book of business and strengthen client relationships. Passion for community engagement to share and engage clients in discussion about market conditions, sound investing principles, and ideal wealth and long-term investment strategies for their personal situation. Desire to provide outstanding investor experience in addition to furthering your own professional development in Wealth Management Relationship Building Ability to build strong relationships, engage and encourage trust, and deepen the client relationship by applying a focused client communication strategy, and exceeding client expectations. Strong candidates will also learn to leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your clients’ progress toward achieving their goals. Investment Strategies and Financial Planning Openness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning. Ability to adapt and implement change as the market and business conditions evolve. What’s in it for you At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. We offer a competitive benefits package that takes care of the whole you – both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance

VP, Financial Consultant - Richmond, VA

Position Type: Regular Your opportunity Schwab’s branch team is at the heart of our commitment to helping clients own their financial futures. As a Financial Consultant, you’ll combine planning expertise with a thoughtful approach to holistic financial guidance including investing, retirement readiness, and education goals—serving as a trusted partner who guides clients through life’s financial decisions with clarity and empathy. Why you’re set up for success You’ll start with a book of existing Schwab clients, giving you a strong foundation to build lasting relationships and grow your practice. Your relationship-building and communication skills will help deepen client connections and create meaningful impacts into the lives of the people and communities you serve. Schwab Training and Development To set you up for success, y ou’ll complete our comprehensive training through Wealth Management University, a four-week virtual experience led by live facilitators, f ollowed by an immersive weeklong bootcamp to connect with peers and learn from experts. After completing Wealth Management University, your individualized development continues through hands-on training and mentorship within your branch. You’ll collaborate closely with your branch manager, experienced peers, and dedicated mentors who provide guidance tailored to your unique background and career goals. Career Pathing As your career evolves, Schwab’s four-level Financial Consultant track offers a clear path for advancement, recognition, and leadership—empowering you to shape your future and make a difference for yourself, your clients, and y o ur community . You’ll be supported by leaders who champion your development, invest in continuous learning, and empower you to expand your skills and responsibilities over time. Competitive Compensation This position offers a competitive base salary complemented by a performance-driven incentive plan, providing unlimited earning potential from day one. As you continue to build relationships and grow your book of business, your compensation will increase—rewarding your commitment and tenure in the role with greater earning opportunities over time. Investment Professionals' Compensation | Charles Schwab What you have The expertise you bring : A valid and active FINRA Series 7 license required Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job. CFP® Certification is a plus. ( If you have not obtained the CFP designation yet, we encourage your professional development with Tuition Reimbursement and our internal CFP Cohort Program ) The skills you bring : Business Development Proactively engage in warm outreach to existing and prospective clients, maintaining consistent sales activity to grow the book of business and strengthen client relationships. Passion for community engagement to share and engage clients in discussion about market conditions, sound investing principles, and ideal wealth and long-term investment strategies for their personal situation. Desire to provide outstanding investor experience in addition to furthering your own professional development in Wealth Management Relationship Building Ability to build strong relationships, engage and encourage trust, and deepen the client relationship by applying a focused client communication strategy, and exceeding client expectations. Strong candidates will also learn to leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your clients ’ progress toward achieving their goals. Investment Strategies and Financial Planning Openness to manage wealth on behalf of our clients including : Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning . Ability to adapt and implement change as the market and business conditions evolve . What’s in it for you At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. We offer a competitive benefits package that takes care of the whole you – both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance

VP, Financial Consultant - Atlanta, GA (Cobb County)

Position Type: Regular Your opportunity I n addition to the salary range, this role is also eligible for bonus or incentive opportunities. Click the link below to review our Investment Professionals’ incentive structure. Investment Professionals' Compensation | Charles Schwab At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. Schwab’s branch team is at the heart of our firm’s commitment to helping clients own their financial futures. In this exciting role, you’ll give clients financial guidance while forming lasting relationships built on trust, respect, and reaching a common goal. You’ll also have the ability to take charge of your own professional journey with our supportive, nurturing culture and diverse set of career opportunities. As a Financial Consultant at Schwab, you will be procured with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time, you’ll grow your practice holistically through client asset consolidation, networking, and earning client referrals. If you currently have your securities license, enjoy working in a team setting, and share our passion for serving clients - this role is for you. What you have Required Qualifications: A valid and active FINRA Series 7 license required Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job. Preferred Qualifications: Ability to build strong relationships, engage and encourage trust, and deepen the client relationship by applying a focused client communication strategy, and exceeding client expectations. Strong candidates will also learn to l everage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your client’s progress toward achieving their goals. Openness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning Ability to adapt and implement change as the market and business conditions evolve Passion for community engagement to share and engage clients in discussion about market conditions, sound investing principles, and the ideal wealth and long-term investment strategies for their personal situation Desire to provide an outstanding investor experience in additional to furthering your own professional development in Wealth Management. What’s in it for you At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. We offer a competitive benefits package that takes care of the whole you – both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance

VP, Financial Consultant - Seattle, WA

Position Type: Regular Your opportunity In addition to the salary range, this role is also eligible for bonus or incentive opportunities. Click the link below to review our Investment Professionals’ incentive structure. Investment Professionals' Compensation | Charles Schwab At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location. Schwab’s branch team is at the heart of our firm’s commitment to helping clients own their financial futures. In this exciting role, you’ll give clients financial guidance while forming lasting relationships built on trust, respect, and reaching a common goal. You’ll also have the ability to take charge of your own professional journey with our supportive, nurturing culture and diverse set of career opportunities. As a Financial Consultant at Schwab, you will be procured with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time, you’ll grow your practice holistically through client asset consolidation, networking, and earning client referrals. If you currently have your securities license, enjoy working in a team setting, and share our passion for serving clients - this role is for you. What you have Required Qualifications: A valid and active FINRA Series 7 license required Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job. Preferred Qualifications: Ability to build strong relationships, engage and encourage trust, and deepen the client relationship by applying a focused client communication strategy, and exceeding client expectations. Strong candidates will also learn to l everage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your client’s progress toward achieving their goals. Openness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning Ability to adapt and implement change as the market and business conditions evolve Passion for community engagement to share and engage clients in discussion about market conditions, sound investing principles, and the ideal wealth and long-term investment strategies for their personal situation Desire to provide an outstanding investor experience in additional to furthering your own professional development in Wealth Management. What’s in it for you At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. We offer a competitive benefits package that takes care of the whole you – both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance