Specialist, Advisor Wealth Services Cost Basis

Position Type: Regular Your opportunity Schwab Advisor Wealth Services (AWS) is the leading provider of custodial, operational, and trading support for independent fee-based investment advisors. We have built our business on serving the needs of Registered Investment Advisors (RIAs) and advancing an industry that helps the advisor and their clients thrive. We understand their needs, and work side by side providing them the support to help them manage their firm and meet their goals. 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. The Advisor Wealth Services Cost Basis Team services all Schwab advisors with their tax, cost basis and statement needs. Daily tasks include answering phone calls discussing Schwab’s cost basis offering, answer tax reporting and statement questions, researching corporate actions and offering flexible solutions that best fit each advisor’s needs. We pride ourselves in providing superior customer service while being detail-oriented. A successful Advisor Services Cost Basis Specialist loves to learn and excels in a fast-paced, challenging, and professional environment. Key responsibilities may include: Answer in-bound calls from Advisors, Advisor Wealth Services and Alliance representatives Respond to client and service team requests received via email Conduct training for Advisors and Business Partners Accurately process statement and cost basis enrollment forms What you have To ensure that we fulfill our promise of " challenging the status quo " this role has specific qualifications that successful candidates should have. Required Qualifications: Understanding and recognition of Advisor Wealth Services and risk factors related to Cost Basis, Tax Reporting, Corporate Actions and Brokerage Statements. Candidates must possess the ability to conduct superior follow-up, along with excellent interpersonal, verbal, and written communication skills. Strong organizational and analytical skills. Ability to prioritize and coordinate multiple processes/projects. Problem-solving skills: Team orientation, enthusiasm, professionalism and strong work ethic with high level of integrity and ethics 1 year(s) Customer Service experience. Bachelor’s degree or 2 years’ experience in the financial industry. Intermediate Excel skills- ability to handle large amounts of data using Excel. Preferred Qualifications: Experience working with regulatory or risk issues preferred SIE or Series 7 preferred but not required. 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. 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

Senior Client Service Manager, Relationship Management - Retirement Plan Services

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. Applicants must be currently authorized to work in the United States on a full-time basis without employer sponsorship. The Senior Client Service Manager, Relationship Management plays the critical role of primary relationship owner and interface between our plan sponsors and Schwab. You would be responsible for oversight of all aspects of retirement plan recordkeeping and administration. In this capacity, you will consistently explore and discover client and consultant needs by engaging in face-to-face meetings, asking well-defined, open-ended questions to clearly uncover new business opportunities and identify relationship challenges. As a part of this ongoing process, you will utilize your personal knowledge and expertise as well as identify and engage the appropriate subject matter experts within Charles Schwab to assist with presentations and discussions to ensure client understanding of available solution sets to achieve successful outcomes. The Senior Client Service Manager, Relationship Management will work together, as a team, with their Client Relationship Practice Leader and Client Relationship Administrators to provide a coordinated approach of client service delivery in support of plan administration requirements and unique client needs. The goal of these team-based efforts will be to drive higher levels of client retention, client satisfaction, and expansion of the overall Schwab relationship with assigned practice clients. In meeting and exceeding these duties, you are expected to understand and adhere to Schwab policies and practices and will play a key role in the mitigation of operational and financial risk to Schwab. The Senior Client Service Manager, Relationship Management will typically provide comprehensive client relationship support for clients that have enhanced complexity and assets totaling $500M to $1B . What you’re responsible for Leading approximately 5-8 sizable growing client relationships. Understand assigned practice plans to ensure administration is completed in accordance with plan provisions. Collaboration with business partners to delegate and lead client issues to successful resolution is key in your position. Approaching every client interaction holistically by being aware of all issues and events related to the client and collaborate with peers to build a precise client experience is a major part of your role. Consistently explore and discover client and consultant needs by engaging in face-to-face meetings asking well-defined, open-ended questions to clearly uncover new business opportunities and relationship challenges. Identify and Engage the appropriate subject matter experts within Charles Schwab to assist with appropriate client discussions to accomplish client understanding of solution sets to achieve successful outcomes. Ensure client satisfaction, improve client promoter scores, and actively communicate plan administration activities with your internal teams. Identify and adapt to clients’ and consultants’ diverse backgrounds and roles (executives, human resources, and finance) and maintain investment-related expertise to effectively sell and deliver product, service, and platform solutions. Support Sales efforts, as needed, Deliver client education and training by developing appropriate awareness of investment offerings, fiduciary responsibilities and procedures when presenting opportunities for clients to contract investment products, services, and platforms. Work reciprocally within the organization, share standard methodologies, and aid in the continuous improvement of the services provided by Schwab to ensure your success. Execute client and regulatory changes. Effectively and authentically communicate Schwab’s value to clients. Apply specialized knowledge within all aspects of qualified and non-qualified retirement plan recordkeeping and understand the broader impact on the company. Build and sustain positive relationships with clients and partnerships with internal associates as well as key contacts within the industry to stay results oriented. What you have To ensure that we fulfill our promise of "challenging the status quo," this role has specific qualifications that successful candidates should have. Required Qualifications: 10 years of experience working with large, complex employer sponsored Retirement Plans. Bachelor's degree or equivalent experience. High degree of integrated benefit services experience with comprehensive knowledge of equity compensation plan (stock options, restricted stock, SARs, ESPP), administration and plan design and administration for qualified retirement and non-qualified executive deferred compensation plans. Thorough understanding of retirement and benefit plan industry trends, ongoing regulatory and legislative processes impacting the client base and ERISA related regulations. Thorough knowledge of investment products and platforms including passive and active Mutual Funds, ETFs, CTFs, Money Market Funds, Charles Schwab Bank investment products, in-plan advice and guidance, and managed account services. High energy, confidence, accountability, and professionalism, while also demonstrating personal integrity, resilience, and respect for others Ability to develop and implement client strategies, retirement plan design, compliance, IRS reporting, as well as a proven understanding of mutual funds and other investments. Ability to work independently with minimal oversight by your manager. Excellent written and oral communication skills. Ability to communicate effectively, problem seek, and influence and build consensus among team members, leadership, and clients through presentations. Ability to identify client issues that pose a risk to the firm, handle them appropriately and recommend solutions to address future issues effectively ensures your growth as a Relationship Manager. Effectively service plans with varying level of complexity. Excellent project management and time management skills and ability to handle multiple assignments that have a long and short duration over a given time with attention to details The ability to inspire and support those around you to challenge the status quo; effect small and large changes to continue to elevate the teams' effectiveness and level of service provided to our clients. Meet deadlines within a fast-paced environment. Collaborate effectively in teams and influence outcomes. Flexibility to travel for client visits and sales presentations as needed. Preferred Qualifications: ASPPA, CEBS and/or NIPA designation. QPA, CPC or equivalent certification/designations. workplacejobs 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

Sr Manager, Wealth Advisor - Schwab Wealth Advisory

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 locations. As a Sr. Manager, Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining 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. You will have a direct impact on the lives of clients, working as a fiduciary within a dedicated Schwab Wealth Advisory team to deliver an exceptional client experience. SWA’s advice philosophy will empower you to use a vast array of products (i.e. stocks, bonds, ETFs, mutual funds, separately managed accounts, option trading), setting you up for success to help clients manage their more complex portfolios and achieve their goals. You’ll grow within an experienced, collaborative team, while deepening relationships with various partners, including industry leading advisors. You’ll also have the opportunity to mentor junior SWA team members. If you are looking to develop with a firm that will challenge you to deepen your wealth management expertise, within a role that allows you to help clients while doing what you love, this may be the opportunity for you. What you have Required Qualifications: CFP® designation or CFA® designation Bachelor’s degree Active and valid FINRA Series 7 license May be obtained with a 120-day condition of employment Active and valid FINRA Series 66 license required May be obtained with a 120-day condition of employment Five or more years of advisory experience, including creating and customizing financial plans and portfolios for clients. Preferred Qualifications: Five or more years working directly with clients in the financial services industry highly preferred 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. 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

Client Services Part-Time Internship

Position Type: Regular Your opportunity At Schwab, your potential isn’t just recognized — it’s developed. Here, bold ideas and genuine curiosity fuel meaningful careers, empowering you to challenge the status quo and help shape the future of financial services. Our Aspiring Talent Academy (ATA) is a part‑time, immersive internship program designed exclusively for college students who want real‑world experience while building the foundation for a long‑term career in our Client Service & Support (CS&S) organization. Through our C.A.R.E.E.R.S. curriculum — Collaboration, Academic learning, Real‑world Education & Experience, Roundtables, and Shadowing — you’ll gain hands‑on exposure to the business and learn what it truly means to serve clients “Through Clients’ Eyes.” As an ATA Financial Services Apprentice , you’ll take inbound client calls, help solve meaningful financial questions, and learn how to navigate a wide range of service needs — all while receiving the support, coaching, and training you need to succeed. You’ll grow your confidence, sharpen your communication skills, and become part of a collaborative team committed to helping clients — and each other — own their financial futures. This experience isn’t just a role — it’s your first step toward a future career at Schwab. Key features of the program: Real client experience. Build confidence by assisting clients through inbound service calls and applying Schwab’s client‑first approach. Structured training, support, and coaching. Develop through hands‑on training, ongoing mentorship, and dedicated manager coaching designed to strengthen your skills and readiness. Exposure to the financial services industry. Gain practical understanding of markets, products, and the client service environment while exploring career pathways within CS&S. High‑impact professional development. Participate in resume and interview coaching, skill‑building workshops, and other growth-focused activities to prepare for future roles. Collaborative team culture. Engage in team‑building events, daily huddles, and cross‑team interactions that strengthen connection and support. Interactive, hands‑on learning experiences. Compete in simulated trading using Schwab’s thinkorswim platform and apply what you learn in real-time scenarios. Capstone project to senior leaders. Demonstrate your learning and impact by presenting a final project to Schwab business leaders at the conclusion of the program. Schwab’s Client Service & Support team is at the heart of our firm’s commitment to helping clients own their financial future. If you’re interested in pursuing a career in finance, enjoy working in a collaborative team setting, and share our passion for serving clients - this role is for you. The Aspiring Talent Academy is for individuals who share our passion for providing outstanding customer service, want structured training in the financial industry, and are ready to hone their communication skills while collaborating with peers in a supportive environment. Compensation: $21.68/hour What you have If you’re not a finance expert, that’s okay! We celebrate diverse experiences and skillsets. Success candidates bring with them a growth mindset, willingness to learn, and a passion for serving others. Here at Charles Schwab, we strive to make a difference in people's lives through our innovative solutions and world-class service. Required qualifications: This is a part-time apprentice function supporting Client Service & Support (CS&S) Core Service intended for an 8-month period during your Fall and Spring Semesters. Timing and commitment to our Apprentice program will be determined by individual performance and/or business need. At the end of the Apprentice program, based on performance, graduation and/or business need, you may have the opportunity to apply for a full-time Financial Service Representative position. Enrollment in a university program and be able to apply and if selected, start full-time employment on or about May 2027 Ability to work on-site starting Monday, September 14, 2026, and continuing through Friday, April 30, 2027 Ability to work 20 hours on-site at one of the Schwab service center locations during the following times: Monday – 8am to 4:30pm Wednesday – 8am to 4:30pm Friday – 8am to 12pm Preferred qualifications: Demonstrates a strong desire to learn and build a long‑term career in financial services , with curiosity, initiative, and a growth mindset. Delivers exceptional, client‑centric service , showing genuine passion for helping investors and improving the client experience. Communicates with clarity and confidence , with excellent written, verbal, and interpersonal skills. Thrives in fast‑paced, dynamic environments , adapting quickly to market shifts, new information, and evolving business needs. Brings a resourceful, innovative, and solutions‑oriented mindset , consistently looking for better ways to work and the courage to ask “why.” Collaborates effectively across teams , contributing to a positive, supportive, and partnership‑driven culture. Shows leadership behaviors at every level , including optimism, professionalism, strong awareness, and a purpose‑driven approach to daily work. 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

Sr. Responsible AI Researcher, AI.x

Position Type: Regular Your opportunity At Schwab, you’re empowered to make an impact on your career and the financial industry. Here, innovative thinking meets creative problem solving as we challenge the status quo together. We believe in the power of collaboration and value being together in the office, which is why this role is based on-site in our San Francisco office. Joining Schwab means joining a company committed to transforming the financial industry and putting clients at the center of everything we do. Schwab’s AI Strategy & Transformation team, known as AI.x, is the central hub for Artificial Intelligence at Schwab. We are an integrated product, engineering, strategy and risk team, all based in San Francisco. We help set the enterprise vision for AI, invest in the most promising opportunities, and accelerate delivery across the company. We also build the research platform that powers AI at scale and explore next-generation GenAI efforts that will redefine how we serve our clients. As a Sr Responsible AI Researcher, you will bridge the gap between regulation, ethical principles, and technical innovation, shaping how AI is safely and ethically deployed across our products and services. You’ll collaborate across research, engineering, product, legal, compliance, and risk teams to design technical guardrails, evaluation frameworks, and monitoring systems that set industry benchmarks for fairness, transparency, and trust. In this highly visible and cross-functional role, you will ensure Schwab’s AI systems set industry benchmarks for safety, fairness, and transparency. You’ll work closely with teams across research, engineering, product, legal, compliance, and risk to address complex and emerging challenges in responsible AI. This role offers significant opportunities to innovate—designing and implementing solutions for problems where established best practices may not yet exist—and to help shape the technical and organizational standards that guide Schwab’s AI systems. Your work will directly inform executive decision-making, regulatory engagement, and the development of trusted AI products at scale. What You’ll Do Design and implement innovative methods for bias detection and develop technical guardrails aligned with ethical AI principles. Collaborate with cross-functional teams to ensure Schwab’s AI systems meet regulatory and ethical standards. Build and maintain systems for ongoing monitoring and evaluation of AI models, integrating human-in-the-loop and automated metrics. If you’re passionate about responsible AI and eager to innovate in a dynamic environment, this role is for you. What you have We’re looking for someone who thrives in ambiguity, is passionate about AI ethics, and enjoys solving complex challenges where no playbook exists. Required Qualifications Master’s degree (or equivalent) in Computer Science, Engineering, Data Science, Social/Applied Sciences, or related field, or equivalent experience. 10 years of relevant experience in AI ethics, AI research, Security, Trust & Safety, or similar roles (academic doctoral experience counts). Expertise in fairness, alignment, adversarial robustness, or interpretability/explainability. Experience with responsible generative AI challenges and risk mitigations. Strong analytical, problem-solving, and communication skills for technical and non-technical audiences. Curiosity and passion for AI policy and governance. Preferred Qualifications 7 years of experience in AI/ML research and development using Python. Familiarity with regulatory frameworks (AI-specific or financial sector) and responsible AI standards. Track record of publishing research in AI safety, alignment, or governance (e.g., FAccT, NeurIPS). Experience working with LLMs and deploying LLM-powered applications to production. Experience with adversarial testing, red-teaming, and risk assessment for AI deployments. Strong data science fundamentals, including SQL, Python data frames (e.g., pandas), and data visualization. Experience writing unit tests and building robust data pipelines. Demonstrated business domain knowledge related to financial products. We welcome applicants from diverse backgrounds and encourage you to apply even if you don’t meet every requirement. 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. 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

Associate, Core International Client Services Representative

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(s). As an International Client Service Associate , you will service international (non-US residents) and domestic clients with all a full range of service and trading needs. You will work in a collaborative, fast-paced environment to assist with trading stocks, ETFs, mutual funds and options in addition to general account servicing inquiries. We also complete document translation services for internal partners and service clients in foreign languages as needed. Evening and overnight shifts will also support our clients within Stock Plan Services. Our team consists of a diverse workforce in all different stages of their careers, including career changers and individuals re-entering the workforce. If you enjoy providing an outstanding level of service to others around you, have a passion for continuous learning, and enjoy working with like-minded individuals with whom you can learn and grow this is the role for you. The relationships that you create and uphold will have a direct impact as you aid our clients to “Own Their tomorrow.” What you have To ensure that we fulfill our promise of "challenging the status quo," this role has specific qualifications that successful candidates should have. Required Qualifications: Must be able to read, write, and speak fluid Mandarin or Cantonese Series 7 & 63 licenses required OR a condition of employment to successfully obtain these licenses within the allotted training time. Well-developed and effective communication skills to establish trust and rapport with clients through both verbal and written communication Available to work in a structured schedule and adhere to assigned schedule including lunch and break time as pre-determined by business need. Positive attitude, enthusiasm, professionalism, and strong work ethic with high level of integrity and ethics. Willingness and desire to learn in a fast-paced and evolving environment. Preferred Qualifications: 2 years of college study in finance, economics, business administration, or related area; bachelor’s degree is preferred. 2 year of customer service experience, preferably in financial services; 1 years of experience working with clients through phone/chats/emails. Basic to intermediate knowledge of investment products. Ability to explain these complex subjects via the phone. Ability to quickly identify client needs, demonstrate empathy and compassion in responses, and apply sound judgment when taking action(s) to achieve client objectives via phone/chat/email. Flexible and able to work on emails/chats/phones as business needs change. High flexibility in shift times, especially early in the morning as business needs. In addition to the salary range, this role is 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. 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

Client Service Manager (Specialist), Retirement Plan Services (Strategic)

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(s). Applicants must be currently authorized to work in the United States on a full-time basis without employer sponsorship. Schwab Retirement Plan Services, an affiliate of Charles Schwab & Co., Inc. is one of the leading providers of bundled retirement plan services. For mid-to large sized companies, Schwab offers full-service retirement plans featuring complete retirement services from a single source. Schwab’s combined expertise in recordkeeping and related services, investment choice and award-winning participant experience and education (including retirement plan advice) and high-end technology helps employers offer competitive employee benefits. Schwab Retirement Plan Services, Inc. is a wholly owned subsidiary of The Charles Schwab Corporation. Schwab Retirement Plan Services provides recordkeeping, administration, participant education and communication, plan design, consulting, actuarial services, and compliance testing for a total of over 1,300 defined contribution, defined benefit, and non-qualified retirement plans. Schwab Corporate Services delivers high quality workplace solutions which enable employees to attain secure financial futures. Our actions and decisions are driven by integrity, by visibility and by advocacy of our clients’ best interests. As a Client Service Manager (Specialist-Internal title), you are responsible for Assisting in the day to day servicing responsibilities for Schwab’s recordkeeping clients consistent with Schwab’s goals and guiding principles. Supporting a team of Client Service Managers responsible for our clients’ complete satisfaction with Schwab in our Strategic Segment, $500M to $1B in Assets Under Management. Daily administration assignments, such as, researching participant or client related questions, comprehension/application of procedures, processes, and systems, as well as direct contact with Schwab’s clients. Participating in the research, development, and production of strategic solutions to meet our retirement client needs including accumulation of supporting documents or reports. Communicating clearly in both written and face-to-face communications, working collaboratively within the organization, sharing best practices, and aiding in the continuous improvement of the services provided by Schwab. What you have To ensure that we fulfill our promise of "challenging the status quo," this role has specific qualifications that successful candidates should have. Required Qualifications: Bachelor’s degree or equivalent related work experience Strong communication skills (written and oral), with strong attention to detail and the ability to use appropriate communication channel Working knowledge of Excel, Word, Access, and PowerPoint required Self-starter and fast learner with business and technical acumen Ability to manage multiple workflows at a time and effectively prioritize time sensitive items Ability to analyze data to form meaningful conclusions Previous experience in client service and/or developing client relationships and strong internal partnerships Ability to travel occassionally Preferred Qualifications: Qualified Plan or Trust administration experience Basic understanding of ERISA, pension, trust and securities industries workplacejobs 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

Client Service Manager (Specialist), Retirement Plan Services (Strategic)

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(s). Applicants must be currently authorized to work in the United States on a full-time basis without employer sponsorship. Schwab Retirement Plan Services, an affiliate of Charles Schwab & Co., Inc. is one of the leading providers of bundled retirement plan services. For mid-to large sized companies, Schwab offers full-service retirement plans featuring complete retirement services from a single source. Schwab’s combined expertise in recordkeeping and related services, investment choice and award-winning participant experience and education (including retirement plan advice) and high-end technology helps employers offer competitive employee benefits. Schwab Retirement Plan Services, Inc. is a wholly owned subsidiary of The Charles Schwab Corporation. Schwab Retirement Plan Services provides recordkeeping, administration, participant education and communication, plan design, consulting, actuarial services, and compliance testing for a total of over 1,300 defined contribution, defined benefit, and non-qualified retirement plans. Schwab Corporate Services delivers high quality workplace solutions which enable employees to attain secure financial futures. Our actions and decisions are driven by integrity, by visibility and by advocacy of our clients’ best interests. As a Client Service Manager (Specialist-Internal title), you are responsible for Assisting in the day to day servicing responsibilities for Schwab’s recordkeeping clients consistent with Schwab’s goals and guiding principles. Supporting a team of Client Service Managers responsible for our clients’ complete satisfaction with Schwab in our Strategic Segment, $500M to $1B in Assets Under Management. Daily administration assignments, such as, researching participant or client related questions, comprehension/application of procedures, processes, and systems, as well as direct contact with Schwab’s clients. Participating in the research, development, and production of strategic solutions to meet our retirement client needs including accumulation of supporting documents or reports. Communicating clearly in both written and face-to-face communications, working collaboratively within the organization, sharing best practices, and aiding in the continuous improvement of the services provided by Schwab. What you have To ensure that we fulfill our promise of "challenging the status quo," this role has specific qualifications that successful candidates should have. Required Qualifications: Bachelor’s degree or equivalent related work experience Strong communication skills (written and oral), with strong attention to detail and the ability to use appropriate communication channel Working knowledge of Excel, Word, Access, and PowerPoint required Self-starter and fast learner with business and technical acumen Ability to manage multiple workflows at a time and effectively prioritize time sensitive items Ability to analyze data to form meaningful conclusions Previous experience in client service and/or developing client relationships and strong internal partnerships Ability to travel occassionally Preferred Qualifications: Qualified Plan or Trust administration experience Basic understanding of ERISA, pension, trust and securities industries workplacejobs 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

Sr Manager, Wealth Advisor - Schwab Wealth Advisory

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 locations. As a Sr. Manager, Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining 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. You will have a direct impact on the lives of clients, working as a fiduciary within a dedicated Schwab Wealth Advisory team to deliver an exceptional client experience. SWA’s advice philosophy will empower you to use a vast array of products (i.e. stocks, bonds, ETFs, mutual funds, separately managed accounts, option trading), setting you up for success to help clients manage their more complex portfolios and achieve their goals. You’ll grow within an experienced, collaborative team, while deepening relationships with various partners, including industry leading advisors. You’ll also have the opportunity to mentor junior SWA team members. If you are looking to develop with a firm that will challenge you to deepen your wealth management expertise, within a role that allows you to help clients while doing what you love, this may be the opportunity for you. What you have Required Qualifications: CFP® designation or CFA® designation Bachelor’s degree Active and valid FINRA Series 7 license May be obtained with a 120-day condition of employment Active and valid FINRA Series 66 license required May be obtained with a 120-day condition of employment Five or more years of advisory experience, including creating and customizing financial plans and portfolios for clients. Preferred Qualifications: Five or more years working directly with clients in the financial services industry highly preferred 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. 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

Advisor Services Cost Basis Service Associate

Position Type: Regular Your opportunity Schwab Advisor Custody and Trading (ACT) is the leading provider of custodial, operational, and trading support for independent fee-based investment advisors. We have built our business on serving the needs of RIAs and advancing an industry that helps the advisor and their clients thrive. We understand their needs, and work side by side providing them the support to help them manage their firm and meet their goals. 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(s). What you’ll do: The Advisor Services (AS) Cost Basis Team services all Schwab advisors with their tax, cost basis and statement needs. Daily tasks include answering phone calls discussing Schwab’s cost basis offering, answer tax reporting and statement questions, researching corporate actions and offering flexible solutions that best fit each advisor’s needs. We pride ourselves in providing superior customer service while being detail-oriented. Successful team members are eager learners who thrive in a fast-paced, professional setting. Key responsibilities may include: Answer in-bound calls from Advisors and internal business partners Respond to client and service team requests received via email Conduct training for Advisors and Business Partners Accurately process statement and cost basis enrollment forms What you have To ensure that we fulfill our promise of "challenging the status quo," this role has specific qualifications that successful candidates should have. Required Qualifications: Bachelor’s degree or 1 year experience in the financial industry 6 months Customer Service experience (internships and collegiate activities will be considered) Intermediate Excel skills- ability to handle large amounts of data using Excel Candidates must possess the ability to conduct superior follow-up, along with excellent interpersonal, verbal, and written communication skills Knowledge in internet-based research, personal workstations/desktop applications Strong organizational and analytical skills. Ability to prioritize and coordinate multiple processes/projects Analytical and problem-solving skills Team orientation, enthusiasm, professionalism and strong work ethic with high level of integrity and ethics Preferred Qualifications: Experience working with regulatory or risk issues preferred SIE or Series 7 preferred, but not required Cost basis and tax knowledge is preferred, but not required. In addition to the salary range, this role is 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. 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

Sr Manager, Wealth Advisor - Schwab Wealth Advisory

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 locations. As a Sr. Manager, Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining 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. You will have a direct impact on the lives of clients, working as a fiduciary within a dedicated Schwab Wealth Advisory team to deliver an exceptional client experience. SWA’s advice philosophy will empower you to use a vast array of products (i.e. stocks, bonds, ETFs, mutual funds, separately managed accounts, option trading), setting you up for success to help clients manage their more complex portfolios and achieve their goals. You’ll grow within an experienced, collaborative team, while deepening relationships with various partners, including industry leading advisors. You’ll also have the opportunity to mentor junior SWA team members. If you are looking to develop with a firm that will challenge you to deepen your wealth management expertise, within a role that allows you to help clients while doing what you love, this may be the opportunity for you. What you have Required Qualifications: CFP® designation or CFA® designation Bachelor’s degree Active and valid FINRA Series 7 license May be obtained with a 120-day condition of employment Active and valid FINRA Series 66 license required May be obtained with a 120-day condition of employment Five or more years of advisory experience, including creating and customizing financial plans and portfolios for clients. Preferred Qualifications: Five or more years working directly with clients in the financial services industry highly preferred 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. 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

Wealth Advisor, Schwab Wealth Advisory

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 locations. As a Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining 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. You will have a direct impact on the lives of clients, working as a fiduciary within a dedicated Schwab Wealth Advisory team to deliver an exceptional client experience. SWA’s advice philosophy will empower you to use a vast array of products (i.e. stocks, bonds, ETFs, mutual funds, separately managed accounts, option trading), setting you up for success to help clients manage complex portfolios and achieve their goals. You’ll grow within an experienced, collaborative team, while deepening relationships with various partners, including industry leading advisors. If you are looking to develop with a firm that will challenge you to deepen your wealth management expertise, within a role that allows you to help clients while doing what you love, this may be the opportunity for you. What you have Required Qualifications: Bachelor’s degree Active FINRA Series 7 license (May be obtained with a 120-day condition of employment for certified and current CFP® designation or CFA® designation holders, verified before hire) Active FINRA Series 66 license (May be obtained within the first 120 days) Three or more years advisory experience, including creating and customizing financial plans and portfolios for clients Five or more years in the financial services industry working directly with clients Preferred Qualifications: CFP or CFA Superior relationship management and client retention experience Polished interpersonal, communication and presentation skills, attention to detail 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. 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