Logistics

VP, Senior Wealth Consultant - Ultra High Net Worth

Position Type: Regular Your opportunity *In addition to a base salary (range posted), this role is also eligible for bonus or incentive opportunities* Candidate must reside or be willing to relocate to Bethesda, MD or Tyson's Corner, VA 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 a Schwab Senior Wealth Consultant at Charles Schwab you are responsible for providing high-touch service, on-going comprehensive guidance and advice to clients in the context of a dedicated relationship. The Senior Wealth Consultant works across a wide spectrum of investment needs to help clients manage large and complex portfolios. Supporting our clients’ wealth management needs on behalf of our clients includes but is not limited to: financial planning, estate planning, investment management, retirement planning, education planning, active trading, banking, insurance, and lending needs. Manage a practice of primarily Ultra-HNW clients; provide world-class service to clients with complex wealth management needs Retain existing clients, attract new clients, and generate growth as measured by AUM, Wealth Management solutions, and client promoter scores Partner with wealth specialists to offer solutions including banking, lending and trust Take an in-depth consultative approach to analyze, assess and find appropriate solutions to meet client needs based on the breadth of Schwab’s Wealth Management offer Develop a customized financial strategy for prospects and existing clients Demonstrate a thorough understanding around how to assess suitability and recommend appropriate retirement income advice and distribution process for clients living in retirement Demonstrate proficiency in deepening relationships with clients, from engagement and discovery to gaining commitment and ongoing service. What you are good at: Exhibits wealth management and investment products expertise including equities, fixed income, mutual fund and retirement plans; equity compensation plans, stock options and annuities Results driven, highly motivated self-starter who possesses integrity, a strong work ethic, and a passion for helping clients plan for their financial goals and objectives Demonstrates a bias for action and a commitment to achieving sustainable results Able to listen to client’s needs and make decisions/take actions that help clients achieve their long-term goals Knows how to follow the proper risk, supervision and controls guidelines to deliver the best outcomes for clients. Exhibits strong culture of compliance, adherence to policy and Schwab’s high standards Demonstrates good judgment in selecting methods and approaches for finding appropriate solutions for clients Able to adjust style of communication to best connect with others Demonstrates and encourages collaboration and teamwork cross functionally and within his/her team Demonstrates personal resilience and a commitment to continually learn Able to remain positive and focused during times of pressure, adversity, or change Actively engages and helps others succeed Understands life event triggers for clients and leverages this ability to consolidate and retain assets; proven ability to probe clients for life event triggers and provide financial advice accordingly Flexible in changing environmental, economic, and client need scenarios; proven experience demonstrating the ability to lead change within self and others positively What you have To ensure that we have fulfilled our promise of "challenging the status quo," this role has specific qualifications that successful candidates should have. Preferred Qualifications Wealth Management designation, e.g., Certified Wealth Strategist (CWS), CFA or CFP highly preferred Bachelor’s degree highly preferred Required Qualifications Active & valid FINRA Series 7 license Active & valid FINRA Series 66 (63/65) license Active & valid Life & Health insurance 7 years financial services industry experience 2 years Ultra- HNW client 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

  • Tysons Corner, VA

  • no content

Advice Academy Professional - Orlando, FL - July and October 2026 Cohorts

Position Type: Regular Your opportunity Do you have an interest in Financial Planning? If so, the Schwab Advice Academy is the program for you! The Schwab Advice Academy is a 15 month rotational program that prepares you for a role in financial planning and advice within the Wealth and Advice Solutions organization. With a series of steps that include learning, on-the-job experience, and mentorship, the Advice Academy is designed to position you for success in a dynamic industry. The program journey involves 4-5 months of licensing exam preparation. This time is meant for you to study and obtain you SIE, 7 and 66. If you already have 2 of the 3 licenses you would not be eligible for this program, as the program is heavily focused on preparation for the licenses. We are currently accepting applications for our upcoming 2026 Advice Academy classes in July and October for Orlando, FL. Relocation assistance may be available for candidates relocating out of state to join the Advice Academy As a participant in our Academy, your career path towards a role in advice and planning will start with studying for and passing the required securities license exams. You will then receive training to prepare you to deliver outstanding service and assist our clients with trading needs. After your training, you will complete rotations within 4 unique Wealth & Advice Solutions businesses. Through these immersive rotation experiences, you will gain product and industry knowledge while being mentored on the soft skills needed for long-term success in your advice & planning career through live client interactions, coaching, and wealth management training. Upon graduation from the Academy, you will move into a role within our Schwab Wealth Advisory (SWA) Centralized Service Team. In this role, you will be an ambassador of Schwab helping to educate and solve problems by taking inbound calls from retail clients (individual investors) enrolled in this wealth management offer. Throughout the Academy you will : Study and pass FINRA SIE, Series 7 and 66 licenses Learn from our numerous mentors, coaches and leaders that aim to develop you and your career Develop consultative skills through a needs-based process to provide helpful and relevant solutions to clients Create business development opportunities through outbound or inbound calls, in-branch client events, and by identifying and championing client goals Take inbound service/trading interactions (phone, chat, email), serving clients with passion and integrity Develop the unique skill of providing world-class service to clients while building market expertise in preparation for building individual client relationships Complete classroom, self-study, and web-based learning and development programs Be greeted with the collaborative and supportive nature that comes from working in a corporate center environment Be rewarded with the trust and rapport you establish with our clients Investing in Yourself Comprehensive training program that includes a mix of instructor taught, web-based, and on the job learning. Learn from a variety of team managers, your career mentor, leaders, and coaches that are focused on you and your destination career in financial planning and advice. Promotion into a role in wealth management, as part of the SWA Service Team upon your successful completion of our Academy. What You Are Good At Career aspirations to work in a financial planning & advice capacity Drive to perform in a face-to-face or virtual sales environment Commitment to see things through the clients’ eyes Ability to build relationships with clients and explain complicated subjects Ability to adapt and implement changes as market and business conditions evolve What you have Completed bachelor’s degree in any discipline from an accredited college or university Completed or enrolled in CFP Board-approved coursework Ability to travel occasionally during the program (less than 10% of the year) campus 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. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. 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

  • Clermont, FL

  • no content

Advice Academy Professional - Orlando, FL - July and October 2026 Cohorts

Position Type: Regular Your opportunity Do you have an interest in Financial Planning? If so, the Schwab Advice Academy is the program for you! The Schwab Advice Academy is a 15 month rotational program that prepares you for a role in financial planning and advice within the Wealth and Advice Solutions organization. With a series of steps that include learning, on-the-job experience, and mentorship, the Advice Academy is designed to position you for success in a dynamic industry. The program journey involves 4-5 months of licensing exam preparation. This time is meant for you to study and obtain you SIE, 7 and 66. If you already have 2 of the 3 licenses you would not be eligible for this program, as the program is heavily focused on preparation for the licenses. We are currently accepting applications for our upcoming 2026 Advice Academy classes in July and October for Orlando, FL. Relocation assistance may be available for candidates relocating out of state to join the Advice Academy As a participant in our Academy, your career path towards a role in advice and planning will start with studying for and passing the required securities license exams. You will then receive training to prepare you to deliver outstanding service and assist our clients with trading needs. After your training, you will complete rotations within 4 unique Wealth & Advice Solutions businesses. Through these immersive rotation experiences, you will gain product and industry knowledge while being mentored on the soft skills needed for long-term success in your advice & planning career through live client interactions, coaching, and wealth management training. Upon graduation from the Academy, you will move into a role within our Schwab Wealth Advisory (SWA) Centralized Service Team. In this role, you will be an ambassador of Schwab helping to educate and solve problems by taking inbound calls from retail clients (individual investors) enrolled in this wealth management offer. Throughout the Academy you will : Study and pass FINRA SIE, Series 7 and 66 licenses Learn from our numerous mentors, coaches and leaders that aim to develop you and your career Develop consultative skills through a needs-based process to provide helpful and relevant solutions to clients Create business development opportunities through outbound or inbound calls, in-branch client events, and by identifying and championing client goals Take inbound service/trading interactions (phone, chat, email), serving clients with passion and integrity Develop the unique skill of providing world-class service to clients while building market expertise in preparation for building individual client relationships Complete classroom, self-study, and web-based learning and development programs Be greeted with the collaborative and supportive nature that comes from working in a corporate center environment Be rewarded with the trust and rapport you establish with our clients Investing in Yourself Comprehensive training program that includes a mix of instructor taught, web-based, and on the job learning. Learn from a variety of team managers, your career mentor, leaders, and coaches that are focused on you and your destination career in financial planning and advice. Promotion into a role in wealth management, as part of the SWA Service Team upon your successful completion of our Academy. What You Are Good At Career aspirations to work in a financial planning & advice capacity Drive to perform in a face-to-face or virtual sales environment Commitment to see things through the clients’ eyes Ability to build relationships with clients and explain complicated subjects Ability to adapt and implement changes as market and business conditions evolve What you have Completed bachelor’s degree in any discipline from an accredited college or university Completed or enrolled in CFP Board-approved coursework Ability to travel occasionally during the program (less than 10% of the year) campus 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. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. 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

  • Sanford, FL

  • no content

Branch Manager, Workplace- (Denver, CO)

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. Schwab’s Workplace Branch organization is at the heart of our firm’s commitment to helping Workplace (SPS, RPS, DBS) participants own their financial futures. In this exciting role, you’ll introduce plan participants to the breadth of Schwab’s Retail and Workplace offerings through a planning-led approach. As a Workplace Branch Manager at Schwab, a central part of your role will be inspiring your team of financial professionals as they provide investment guidance and support to participants of Stock Plan Services (“SPS”) and Retirement Plan Services (“RPS”) corporate relationship(s). You will work closely with Workplace Advice Consultants and Workplace Investment Consultants in building strong relationships while coaching to support in-the-moment questions, advice consultations, financial planning, implementation of action plans, and more. The Workplace Branch Manager will be tasked with helping Charles Schwab fulfill its purpose of financial fitness for all by ensuring that the consultants on the team are delivering high quality, consultative conversations that are consistent with our message of savings fundamentals. In addition, the Workplace Branch Manager will contribute to the ongoing evolution of the Workplace Branch organization through involvement in special projects, training initiatives, sales opportunities, cross-functional team assignments and support of plan sponsor client relationship management teams where appropriate. This role will specifically be responsible for a centralized team of Workplace Advice Consultants . If you’re looking to bring your expertise and passion for leadership to a new role with a firm that will value your contributions and champion your growth, this may be the opportunity for you. What you have Preferred: A minimum of 7 years in the financial services Leadership/Managing experience highly preferred CFP, CWS, AAMS, and/or master’s degree in business is preferred Strong leadership, management, and motivational skills A desire to lead, a passion for sales management, and a deep commitment to client service 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 Strong industry knowledge and ability to develop internal and external partnerships Able and willing to travel Proficient in establishing quality cross-enterprise partnerships Required: A valid and active Series 7 and 66 license is required A valid and active Series 9/10 license is required (license(s) may be obtained under a condition of employment) 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

  • Lone Tree, CO

  • no content

Branch Manager, Workplace- (Denver, CO)

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. Schwab’s Workplace Branch organization is at the heart of our firm’s commitment to helping Workplace (SPS, RPS, DBS) participants own their financial futures. In this exciting role, you’ll introduce plan participants to the breadth of Schwab’s Retail and Workplace offerings through a planning-led approach. As a Workplace Branch Manager at Schwab, a central part of your role will be inspiring your team of financial professionals as they provide investment guidance and support to participants of Stock Plan Services (“SPS”) and Retirement Plan Services (“RPS”) corporate relationship(s). You will work closely with Workplace Advice Consultants and Workplace Investment Consultants in building strong relationships while coaching to support in-the-moment questions, advice consultations, financial planning, implementation of action plans, and more. The Workplace Branch Manager will be tasked with helping Charles Schwab fulfill its purpose of financial fitness for all by ensuring that the consultants on the team are delivering high quality, consultative conversations that are consistent with our message of savings fundamentals. In addition, the Workplace Branch Manager will contribute to the ongoing evolution of the Workplace Branch organization through involvement in special projects, training initiatives, sales opportunities, cross-functional team assignments and support of plan sponsor client relationship management teams where appropriate. This role will specifically be responsible for a centralized team of Workplace Advice Consultants . If you’re looking to bring your expertise and passion for leadership to a new role with a firm that will value your contributions and champion your growth, this may be the opportunity for you. What you have Preferred: A minimum of 7 years in the financial services Leadership/Managing experience highly preferred CFP, CWS, AAMS, and/or master’s degree in business is preferred Strong leadership, management, and motivational skills A desire to lead, a passion for sales management, and a deep commitment to client service 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 Strong industry knowledge and ability to develop internal and external partnerships Able and willing to travel Proficient in establishing quality cross-enterprise partnerships Required: A valid and active Series 7 and 66 license is required A valid and active Series 9/10 license is required (license(s) may be obtained under a condition of employment) 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

  • Westlake, TX

  • no content

Investment Consultant - Las Vegas, NV

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. 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. 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 into 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’ll 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. What you have Required Qualifications: A valid and active Series 7 license is required (license may be obtained under a condition of employment through Branch Network Licensing Program) A valid and active Series 66 (63/65) license required (license(s) may be obtained under a condition of employment) A valid and active Life and Health Insurance license is required (may be obtained under a condition of employment) Preferred Qualifications: 2 years of experience in the financial services industry Ability to leverage Business development experience Passion for gaining knowledge of brokerage/banking products and services Openness to build strong client relationships 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

  • Boulder City, NV

  • no content

Financial Consultant Partner

Position Type: Regular Your opportunity This position is part of the Branch Network which is primarily responsible for providing Wealth Management to individuals and families to meet their financial needs. In partnership with the Sr. Financial Consultant (FC), the Financial Consultant Partner will support the growth and management of an affluent wealth management practice. This includes servicing clients, growing client relationships, and delivering advice with the practice clients of the Sr. Financial Consultant. The Financial Consultant Partner will help grow the practice by partnering with their Sr. FC to pursue business development opportunities. To learn more about our client offerings visit: Charles Schwab - Investor Services What you have Required minimum skills and qualifications are: Bachelor’s degree or equivalent work related experience A valid and active Series 7 license is required (may be obtained under a condition of employment) A valid and active Series 66 (63/65) license is required (may be obtained under a condition of employment) Notary certification (may be obtained after hire) Minimum of 3 years of financial services experience is strongly preferred Passion for the client with the ability to strengthen and retain client relationships Results driven, highly motivated self-starter who possesses integrity, a strong work ethic and a passion for helping clients Demonstrated experience handling client concerns and issues with tact and diplomacy Strong written and verbal communication skills Demonstrated ability to handle multiple tasks simultaneously and effectively prioritize Aptitude for, and experience in, identifying new relationship development Show a genuine interest in staying current on market events and ability to understand the implications for clients Ability to uncover and meet client needs and effectively manage client expectations Demonstrated ability to be agile in changing environmental, economic, and client need scenarios Operational and/or project management experience Strong organizational skills with attention to detail Ability to develop and maintain good cross-enterprise working relationships Strong problem solving skills Advanced technical skills, with the ability to utilize different applications at one time, including Windows, internet researching, database systems, and email Collaborative and team based work style Ability to retain and execute upon complex information with relative ease Responsible for understanding and complying with applicable policies and procedures and applying ethical standards to every business activity in which they engage Maintain the highest ethical standards in the conduct of their business activities and professional dealings and to avoid even the appearance of impropriety There is a minimum time-in-position expectation of 2 years 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

  • Westlake, TX

  • no content

Client Relationship Specialist- Ultra High Net Worth

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. Our Ultra High Net Worth team is apart of the broader Investor Services Organization and is primarily responsible for advice and counsel to individuals and families with their wealth management financial needs, including retirement planning, education, investment management, estate and tax planning, active investing, managed banking, and lending needs. As a Client Relationship Specialist (CRS)- Ultra High Net Worth , you will have the opportunity to bring your passion for customer service to a role and a firm that will champion your growth in the financial services industry. You’ll play a critical role in the operational success of the Wealth Services Schwab branches, under the guidance of your Client Relationship Manager, you will assist to help deliver an unparalleled client experience. You will pursue this mission through demonstrating the ability to consistently handle service levels, client escalations and providing a resolution that meets the needs/wants of the client, Wealth Services Branches, and the company. Building strong, personal relationships with our clients is a key component of our business strategy. Development and growth are at the core of this role. In this role, you have both a clear growth path as well as endless opportunities to challenge yourself and deepen your expertise. If you are looking for a step into the financial services industry that allows you to work with clients, expand your knowledge, and build a life-long career, this may be the opportunity for you. Although licensing (Series 7 and 63 licenses) are not a required qualification for the CRS role, it is highly preferred and will be recommended for the Ultra High Net Worth team. Schwab will support you to achieve the Series 7 and 63/66, licenses to support you in your grow with Schwab career path goals. What you have What you are good at: Building strong, personal relationships with our clients is a key component of our business strategy. Our Client Relationship Specialist will pursue this mission through: Delivering unparalleled value, excellent service and providing a positive client experience Required Qualifications: Must have 2 years of Client/Customer Service experience Must have previous experience in Banking, Financial Services, Wealth Management, and or Securities industry Highly Preffered qualifications: Active and valid FINRA Series 7 and 63 licenses We place a premium on high performance, quality service and the ability to execute the Schwab strategy. Essential skills include: Ability to adapt to changes in the market and business Strong written and oral communication skills in addition to attention to detail Robust communication, influencing and client engagement skills Ability to work independently and effectively as part of a team, while handling multiple tasks and responsibilities simultaneously Building and fostering good cross enterprise working relationships Ability to manage multiple client situations, needs, and inquiries simultaneously, and prioritize accordingly Demonstrated experience handling client concerns and issues with tact and diplomacy Outstanding written and oral communication skills Effective time management skills, with the ability to prioritize issues and invest time where appropriate Ability to work independently and effectively as part of a team, while handling multiple tasks and responsibilities simultaneously Build and maintain good cross enterprise working relationships In addition to the base 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

  • Westlake, TX

  • no content

VP, Financial Consultant - Boca Raton, FL

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

  • Boca Raton, FL

  • no content

Financial Consultant Partner

Position Type: Regular Your opportunity This position is part of the Branch Network which is primarily responsible for providing Wealth Management to individuals and families to meet their financial needs. In partnership with the Sr. Financial Consultant (FC), the Financial Consultant Partner will support the growth and management of an affluent wealth management practice. This includes servicing clients, growing client relationships, and delivering advice with the practice clients of the Sr. Financial Consultant. The Financial Consultant Partner will help grow the practice by partnering with their Sr. FC to pursue business development opportunities. To learn more about our client offerings visit: Charles Schwab - Investor Services What you have Required minimum skills and qualifications are: Bachelor’s degree or equivalent work related experience A valid and active Series 7 license is required (may be obtained under a condition of employment) A valid and active Series 66 (63/65) license is required (may be obtained under a condition of employment) Notary certification (may be obtained after hire) Minimum of 3 years of financial services experience is strongly preferred Passion for the client with the ability to strengthen and retain client relationships Results driven, highly motivated self-starter who possesses integrity, a strong work ethic and a passion for helping clients Demonstrated experience handling client concerns and issues with tact and diplomacy Strong written and verbal communication skills Demonstrated ability to handle multiple tasks simultaneously and effectively prioritize Aptitude for, and experience in, identifying new relationship development Show a genuine interest in staying current on market events and ability to understand the implications for clients Ability to uncover and meet client needs and effectively manage client expectations Demonstrated ability to be agile in changing environmental, economic, and client need scenarios Operational and/or project management experience Strong organizational skills with attention to detail Ability to develop and maintain good cross-enterprise working relationships Strong problem solving skills Advanced technical skills, with the ability to utilize different applications at one time, including Windows, internet researching, database systems, and email Collaborative and team based work style Ability to retain and execute upon complex information with relative ease Responsible for understanding and complying with applicable policies and procedures and applying ethical standards to every business activity in which they engage Maintain the highest ethical standards in the conduct of their business activities and professional dealings and to avoid even the appearance of impropriety There is a minimum time-in-position expectation of 2 years 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

  • Omaha, NE

  • no content

Wealth Advisor, Schwab Wealth Advisory

Position Type: Regular Your opportunity Schwab Private Client is a premier, fee-based and non-discretionary investment advisory solution providing clients with a personal relationship, specialized service and ongoing advice built on Schwab’s approach to investing. Private Client Advisors work for Schwab Private Client Investment Advisory, Inc. ("SPCIA"), a registered investment advisor and an affiliate of Charles Schwab & Co., Inc. To read more about our client offerings visit: Charles Schwab - Investor Services What you have We place a premium on high performance, quality service and the ability to execute the SPCIA strategy. Essential skills include: Undergraduate degree required Active FINRA Series 7 and 66 required (or may be obtained within the first 90 days) Three or more years advisory experience required Five or more years in the financial services industry working directly with clients highly preferred CFP or CFA preferred Superior relationship management and client retention experience Polished interpersonal, communication and presentation skills, attention to detail 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. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. 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

  • Westlake, TX

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Sr. Software Engineer (Top Secret Clearance Required)

Job ID: 709709BR Date posted: Nov. 04, 2025 Description: Who We Are: Want to work with cutting-edge technologies in a fun, fast-paced, and dynamic environment? Are you a problem solver that takes on challenges that others think are impossible? If you answered yes to these questions, then we invite you to join Lockheed Martin Rotary and Missions Systems (RMS) as a Senior Software Engineer! Lockheed Martin is a global leader in aerospace, defense, and technology solutions. You will be joining Lockheed Martin Rotary and Mission Systems About Rotary and Mission Systems Our team in Warfighter Solutions consists of a variety of engineering disciplines that work together to execute design, development, integration and test of systems and have expertise in Software Defined Radios (SDR), digital signal processing (DSP), GNSS constellation simulation, and signal transceivers. Our team members build strong relationships with one another, founded on trust, open communication, and a sense of camaraderie. This leads to a positive and productive work culture, where team members feel valued, supported, and motivated to contribute to the team's success. We embody the Lockheed Martin core values. Learn more about our Culture here Who You Are: You thrive in a collaborative, multidisciplinary engineering environment and are committed to delivering best-in-class products and solutions. You have an innovative mindset, and capable of finding solutions to complex engineering challenges. You have a Bachelors degree from an accredited college in a related discipline, with 5 years of professional experience, a Masters degree with over 3 years of experience, or equivalent experience/combined education. You currently hold a Top Secret clearance. The Work: • As a Software Engineer for Warfighter Solutions, you can help us take on the world's most important and complex challenges by providing solutions to a variety of technical problems. We provide tactical based solutions which specialize in software defined radio, digital signal processing, constellation simulation, and command and control software in order to support our customers' dynamic needs in supporting the warfighter. • Integrate open and modular hardware and software components in the field of Radio Frequency (RF) systems • Develop software required to support integration and control of waveform processing applications • Supporting Integration & Test (I&T) to troubleshoot and resolve software defects, performance issues, and integration challenges. • Work closely with system engineers to ensure that software development aligns with overall system architecture and requirements, and that testing and validation processes are comprehensive and effective. • Support current software architecture which includes C++, Linux scripting and Qt GUI development utilizing git for CM control. • Engage in daily scrum and other weekly agile meetings • Work closely with the Product Owner, Software Architect, and Chief Engineer to support Customer design reviews and various other milestone events. Why Work For Us: Your Health, Your Wealth, Your Life Our flexible schedules, competitive pay and comprehensive benefits enable you to live a healthy, fulfilling life at and outside of work. Learn more about Lockheed Martin's competitive and comprehensive benefits package. Basic Qualifications: • Security Clearance required prior to start: Top Secret • Experience developing full stack software using Object Oriented Programming • Knowledge of modern DevSecOps tools and practices, including Gitlab CI/CD • Proficiency in developing automated unit, integration, and end-to-end tests • Experience working with Linux OS, including basic system administration (emphasis on RHEL) • Desire and ability to quickly learn unfamiliar technologies and domains in a rapid paced, Agile development environment Desired Skills: • Experience with C++ Software development • Experience with Linux operating system • Experience with software configuration management (e.g. GIT, Jira, Confluence, etc.) • Experience in Full Stack Development • Experience developing mock (stub) interfaces for system testing • Experience in Hardware test and integration • Experience decomposing requirements / features • Effective oral and written communication skills • Methodical approach to problem solving • Working knowledge of Digital Signal Processing (DSP) concepts, software-defined radio (SDR) frameworks, and real-time systems that include a mixture of firmware, embedded, and traditional software applications • Experience in the Radio Frequency (RF) • Experience working with distributed development teams in an agile development environment • Ability/willingness to travel for test events Security Clearance Statement: This position requires a government security clearance, you must be a US Citizen for consideration. Clearance Level: Top Secret Other Important Information You Should Know Expression of Interest: By applying to this job, you are expressing interest in this position and could be considered for other career opportunities where similar skills and requirements have been identified as a match. Should this match be identified you may be contacted for this and future openings. Ability to Work Remotely: Onsite Full-time: The work associated with this position will be performed onsite at a designated Lockheed Martin facility. Work Schedules: Lockheed Martin supports a variety of alternate work schedules that provide additional flexibility to our employees. Schedules range from standard 40 hours over a five day work week while others may be condensed. These condensed schedules provide employees with additional time away from the office and are in addition to our Paid Time off benefits. Schedule for this Position: 4x10 hour day, 3 days off per week Lockheed Martin is an equal opportunity employer. Qualified candidates will be considered without regard to legally protected characteristics. The application window will close in 90 days; applicants are encouraged to apply within 5 - 30 days of the requisition posting date in order to receive optimal consideration. At Lockheed Martin, we use our passion for purposeful innovation to help keep people safe and solve the world's most complex challenges. Our people are some of the greatest minds in the industry and truly make Lockheed Martin a great place to work. With our employees as our priority, we provide diverse career opportunities designed to propel, develop, and boost agility. Our flexible schedules, competitive pay, and comprehensive benefits enable our employees to live a healthy, fulfilling life at and outside of work. We place an emphasis on empowering our employees by fostering an inclusive environment built upon integrity and corporate responsibility. If this sounds like a culture you connect with, you're invited to apply for this role. Or, if you are unsure whether your experience aligns with the requirements of this position, we encourage you to search on Lockheed Martin Jobs, and apply for roles that align with your qualifications. Experience Level: Experienced Professional Business Unit: RMS Relocation Available: Possible Career Area: Software Engineering Type: Full-Time Shift: First

  • King of Prussia, PA

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