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

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 Mega Segment, $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

Pharmacy Technician / Pharm Tech Apprenticeship

Our pharmacy technician positions have undergone an exciting transformation, moving from a transaction-based environment to a much more patient-centric one. As a Walgreens Pharmacy Technician or Pharmacy Technician Apprentice, you'll be front and center – interacting with our customers and developing strong patient relationships. Pharmacy is the core of our business, and our pharmacy technicians enjoy all the tools and support – including the latest technology – to grow their careers and reach their goals. Walgreens is proud to invest & champion an “earn while you learn” Pharmacy Technician Training Program recognized by ASHP & Department of Labor. This apprenticeship program gives you an entry point to a career in health care by guiding you in taking steps towards becoming a Pharmacy Technician Certification Board (PTCB) Certified Pharmacy Technician and helping you maintain the high level of skill required in the pharmacy care industry. Arming you with a nationally recognized, portable credential that will help you advance your career. Whether you are new to working in pharmacies or are an experienced Pharmacy Technician Apply Now! Walgreens will train you to use your skills and talents to serve and care for our patients and customers. The courses, learning activities, and resources provided to you in our pharmacy technician training program are designed to give you foundational and advanced knowledge, skills, and on-the-job experiences you need to prepare to become a certified pharmacy technician. In accordance with state and federal regulations, assists the pharmacist, under direct supervision, in the practice of pharmacy. Assists the pharmacist in the performance of other Pharmacy Department duties in accordance with Company policies and procedures. Responsible for using pharmacy systems to obtain patient and drug information and process prescriptions. If PTCB certified, assists with and coaches pharmacy technicians in the operation of pharmacy systems and cashiers in the operation of the pharmacy cash registers. Models and delivers a distinctive and delightful customer experience. Customer Experience Engages customers and patients by greeting them and offering assistance with products and services. Resolves customer issues and answers questions to ensure a positive customer experience. Models and shares customer service best practices with all team members to deliver a distinctive and delightful customer experience, including interpersonal habits (e.g., greeting, eye contact, courtesy, etc.) and Walgreens service traits (e.g., offering help proactively, identifying needs, servicing until satisfied, etc.). Develops strong relationships with most valuable customers. Operations Under the supervision by the pharmacist, assist in the practice of pharmacy, in accordance with state, federal, and company policy. Reviews and complies with the Walgreen Co. Pharmacy Code of Conduct. Performs duties as assigned by Pharmacy Manager, Staff Pharmacist and Store Manager including utilizing pharmacy systems to enter patient and drug information, ensuring information is entered correctly, filling prescriptions by retrieving, counting and pouring pharmaceutical drugs, verifying medicine is correct, and checking for possible interactions. Assists pharmacists in scheduling and maintaining work flow. Reports, immediately, prescription errors to pharmacist on duty and adheres to Company policies and procedures in relation to pharmacy errors and the Quality Improvement Program. Strictly adheres to the Walgreen Co. policy regarding Good Faith Dispensing during all applicable prescription dispensing activities. Responsible and accountable for registering all related sales on assigned cash register, collects and handles cash as required. Takes customer to OTC aisle when possible to assist in locating products. Handles telephone calls that do not require personal attention of the pharmacist, including those to physicians. Processes (corrects and resubmits) manual claims for third party program prescription services in a timely and efficient manner, and performs other clerical duties, as assigned by the Pharmacy Manager. Assists and supports Pharmacy Department on inventory management activities, such as, ordering, unpacking, checking and storing shipment of pharmaceuticals. Maintains knowledge of Company asset protection techniques, and files claims for warehouse overages (merchandise received, but not billed), shortages (merchandise billed, but not received), order errors or damaged goods involving Rx drugs. May assist pharmacist in administering clinical services including the collection and proper labeling of blood/urine samples from patients and other clinical services as required; assists pharmacy staff in coordination of clinical services, Walgreens healthcare clinics and external providers. Assists Pharmacy Manager and Staff Pharmacist in developing and maintaining good relationships with the local medical community, including physicians, nurses, and other health care providers, by medical provider detailing and outreach to health groups, retirement homes, nursing homes, and other forums for enhancing growth opportunities. Assists with exterior and interior maintenance by ensuring the Pharmacy Department is stocked with adequate supplies, clean, neat and orderly in condition and appearance. Complies with all company policies and procedures; maintains respectful relationships with coworkers. Completes special assignments and other tasks as assigned. Training & Personal Development Earns and maintains PTCB certification through the designated PTCB training program and/or state required certification/registration. Otherwise, earns PTCB certification as condition of promotion to senior technician. Attends training requested by Manager and acquires continuing education credits. Maintains knowledge and skill in healthcare and pharmacy, including latest news and developments. Basic Qualifications Must be fluent in reading, writing, and speaking English. (Except in Puerto Rico) Requires willingness to work flexible schedule, including evening and weekend hours. Preferred Qualifications Prefer six months of experience in a retail environment. Prefer to have prior work experience with Walgreens. Prefer good math skills so they can fill prescriptions accurately, including counting, measuring and weighing medications. Prefer good computer skills. Prefer the knowledge of store inventory control. Prefer PTCB certification. We will consider employment of qualified applicants with arrest and conviction records. An Equal Opportunity Employer, including disability/veterans. The actual compensation that you will be offered will depend on a variety of factors including geography, skills and abilities, education, experience and other relevant factors. This role will remain open until filled. To review benefits, please click here jobs.walgreens.com/benefits. If you are applying on a job board or unable to click on the link, please copy and paste this URL into your browser jobs.walgreens.com/benefits Salary Range: $17 - $20.5 / Hourly

Sr. Specialist, Service Associate - 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 location. As a Sr. Specialist, Service Associate in our Centralized Service & Operations group, you will be joining a team that supports our Schwab Wealth Advisory clients. On this client-facing, in-bound phone team, you will be able to build on your growing expertise to deliver extraordinary and consistent service. Through mentorship, coaching, and ongoing training, you will have the opportunity to develop a strong foundation in wealth management, allowing you to act as a subject matter expert with clients as you provide technical assistance and place solicited trades. You’ll strengthen client relationships as you provide resolutions on questions regarding portfolio management, financial planning, and financial markets and the economy. If you’re looking for a role with a firm that will prioritize your development and set you on the path to becoming a Wealth Advisor, this could be the opportunity for you. We place a premium on high performance, quality service and the ability to contribute to the Schwab Wealth Advisory Investment strategy. What you have Required Qualifications: Undergraduate degree required Active and valid FINRA Series 7 license required Active and valid FINRA 66 licenses required (may be obtained with a 120-day COE) Minimum 2 year of experience in the financial services industry working directly with clients Preferred Qualifications: Experience servicing high-net-worth clients General understanding of brokerage regulations and rules that govern client accounts Demonstrated experience handling client concerns and issues with tact and diplomacy Excellent written and oral communication skills, attention to detail Ability to work independently and effectively as part of a team, while handling multiple tasks and responsibilities simultaneously Need to be able to build and maintain good cross departmental working relationships 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

Pharmacy Technician / Pharm Tech Apprenticeship

Our pharmacy technician positions have undergone an exciting transformation, moving from a transaction-based environment to a much more patient-centric one. As a Walgreens Pharmacy Technician or Pharmacy Technician Apprentice, you'll be front and center – interacting with our customers and developing strong patient relationships. Pharmacy is the core of our business, and our pharmacy technicians enjoy all the tools and support – including the latest technology – to grow their careers and reach their goals. Walgreens is proud to invest & champion an “earn while you learn” Pharmacy Technician Training Program recognized by ASHP & Department of Labor. This apprenticeship program gives you an entry point to a career in health care by guiding you in taking steps towards becoming a Pharmacy Technician Certification Board (PTCB) Certified Pharmacy Technician and helping you maintain the high level of skill required in the pharmacy care industry. Arming you with a nationally recognized, portable credential that will help you advance your career. Whether you are new to working in pharmacies or are an experienced Pharmacy Technician Apply Now! Walgreens will train you to use your skills and talents to serve and care for our patients and customers. The courses, learning activities, and resources provided to you in our pharmacy technician training program are designed to give you foundational and advanced knowledge, skills, and on-the-job experiences you need to prepare to become a certified pharmacy technician. In accordance with state and federal regulations, assists the pharmacist, under direct supervision, in the practice of pharmacy. Assists the pharmacist in the performance of other Pharmacy Department duties in accordance with Company policies and procedures. Responsible for using pharmacy systems to obtain patient and drug information and process prescriptions. If PTCB certified, assists with and coaches pharmacy technicians in the operation of pharmacy systems and cashiers in the operation of the pharmacy cash registers. Models and delivers a distinctive and delightful customer experience. Customer Experience Engages customers and patients by greeting them and offering assistance with products and services. Resolves customer issues and answers questions to ensure a positive customer experience. Models and shares customer service best practices with all team members to deliver a distinctive and delightful customer experience, including interpersonal habits (e.g., greeting, eye contact, courtesy, etc.) and Walgreens service traits (e.g., offering help proactively, identifying needs, servicing until satisfied, etc.). Develops strong relationships with most valuable customers. Operations Under the supervision by the pharmacist, assist in the practice of pharmacy, in accordance with state, federal, and company policy. Reviews and complies with the Walgreen Co. Pharmacy Code of Conduct. Performs duties as assigned by Pharmacy Manager, Staff Pharmacist and Store Manager including utilizing pharmacy systems to enter patient and drug information, ensuring information is entered correctly, filling prescriptions by retrieving, counting and pouring pharmaceutical drugs, verifying medicine is correct, and checking for possible interactions. Assists pharmacists in scheduling and maintaining work flow. Reports, immediately, prescription errors to pharmacist on duty and adheres to Company policies and procedures in relation to pharmacy errors and the Quality Improvement Program. Strictly adheres to the Walgreen Co. policy regarding Good Faith Dispensing during all applicable prescription dispensing activities. Responsible and accountable for registering all related sales on assigned cash register, collects and handles cash as required. Takes customer to OTC aisle when possible to assist in locating products. Handles telephone calls that do not require personal attention of the pharmacist, including those to physicians. Processes (corrects and resubmits) manual claims for third party program prescription services in a timely and efficient manner, and performs other clerical duties, as assigned by the Pharmacy Manager. Assists and supports Pharmacy Department on inventory management activities, such as, ordering, unpacking, checking and storing shipment of pharmaceuticals. Maintains knowledge of Company asset protection techniques, and files claims for warehouse overages (merchandise received, but not billed), shortages (merchandise billed, but not received), order errors or damaged goods involving Rx drugs. May assist pharmacist in administering clinical services including the collection and proper labeling of blood/urine samples from patients and other clinical services as required; assists pharmacy staff in coordination of clinical services, Walgreens healthcare clinics and external providers. Assists Pharmacy Manager and Staff Pharmacist in developing and maintaining good relationships with the local medical community, including physicians, nurses, and other health care providers, by medical provider detailing and outreach to health groups, retirement homes, nursing homes, and other forums for enhancing growth opportunities. Assists with exterior and interior maintenance by ensuring the Pharmacy Department is stocked with adequate supplies, clean, neat and orderly in condition and appearance. Complies with all company policies and procedures; maintains respectful relationships with coworkers. Completes special assignments and other tasks as assigned. Training & Personal Development Earns and maintains PTCB certification through the designated PTCB training program and/or state required certification/registration. Otherwise, earns PTCB certification as condition of promotion to senior technician. Attends training requested by Manager and acquires continuing education credits. Maintains knowledge and skill in healthcare and pharmacy, including latest news and developments. Basic Qualifications Must be fluent in reading, writing, and speaking English. (Except in Puerto Rico) Requires willingness to work flexible schedule, including evening and weekend hours. Preferred Qualifications Prefer six months of experience in a retail environment. Prefer to have prior work experience with Walgreens. Prefer good math skills so they can fill prescriptions accurately, including counting, measuring and weighing medications. Prefer good computer skills. Prefer the knowledge of store inventory control. Prefer PTCB certification. We will consider employment of qualified applicants with arrest and conviction records. An Equal Opportunity Employer, including disability/veterans. The actual compensation that you will be offered will depend on a variety of factors including geography, skills and abilities, education, experience and other relevant factors. This role will remain open until filled. To review benefits, please click here jobs.walgreens.com/benefits. If you are applying on a job board or unable to click on the link, please copy and paste this URL into your browser jobs.walgreens.com/benefits Salary Range: $17 - $20.5 / Hourly

Pharmacy Technician / Pharm Tech Apprenticeship

Our pharmacy technician positions have undergone an exciting transformation, moving from a transaction-based environment to a much more patient-centric one. As a Walgreens Pharmacy Technician or Pharmacy Technician Apprentice, you'll be front and center – interacting with our customers and developing strong patient relationships. Pharmacy is the core of our business, and our pharmacy technicians enjoy all the tools and support – including the latest technology – to grow their careers and reach their goals. Walgreens is proud to invest & champion an “earn while you learn” Pharmacy Technician Training Program recognized by ASHP & Department of Labor. This apprenticeship program gives you an entry point to a career in health care by guiding you in taking steps towards becoming a Pharmacy Technician Certification Board (PTCB) Certified Pharmacy Technician and helping you maintain the high level of skill required in the pharmacy care industry. Arming you with a nationally recognized, portable credential that will help you advance your career. Whether you are new to working in pharmacies or are an experienced Pharmacy Technician Apply Now! Walgreens will train you to use your skills and talents to serve and care for our patients and customers. The courses, learning activities, and resources provided to you in our pharmacy technician training program are designed to give you foundational and advanced knowledge, skills, and on-the-job experiences you need to prepare to become a certified pharmacy technician. In accordance with state and federal regulations, assists the pharmacist, under direct supervision, in the practice of pharmacy. Assists the pharmacist in the performance of other Pharmacy Department duties in accordance with Company policies and procedures. Responsible for using pharmacy systems to obtain patient and drug information and process prescriptions. If PTCB certified, assists with and coaches pharmacy technicians in the operation of pharmacy systems and cashiers in the operation of the pharmacy cash registers. Models and delivers a distinctive and delightful customer experience. Customer Experience Engages customers and patients by greeting them and offering assistance with products and services. Resolves customer issues and answers questions to ensure a positive customer experience. Models and shares customer service best practices with all team members to deliver a distinctive and delightful customer experience, including interpersonal habits (e.g., greeting, eye contact, courtesy, etc.) and Walgreens service traits (e.g., offering help proactively, identifying needs, servicing until satisfied, etc.). Develops strong relationships with most valuable customers. Operations Under the supervision by the pharmacist, assist in the practice of pharmacy, in accordance with state, federal, and company policy. Reviews and complies with the Walgreen Co. Pharmacy Code of Conduct. Performs duties as assigned by Pharmacy Manager, Staff Pharmacist and Store Manager including utilizing pharmacy systems to enter patient and drug information, ensuring information is entered correctly, filling prescriptions by retrieving, counting and pouring pharmaceutical drugs, verifying medicine is correct, and checking for possible interactions. Assists pharmacists in scheduling and maintaining work flow. Reports, immediately, prescription errors to pharmacist on duty and adheres to Company policies and procedures in relation to pharmacy errors and the Quality Improvement Program. Strictly adheres to the Walgreen Co. policy regarding Good Faith Dispensing during all applicable prescription dispensing activities. Responsible and accountable for registering all related sales on assigned cash register, collects and handles cash as required. Takes customer to OTC aisle when possible to assist in locating products. Handles telephone calls that do not require personal attention of the pharmacist, including those to physicians. Processes (corrects and resubmits) manual claims for third party program prescription services in a timely and efficient manner, and performs other clerical duties, as assigned by the Pharmacy Manager. Assists and supports Pharmacy Department on inventory management activities, such as, ordering, unpacking, checking and storing shipment of pharmaceuticals. Maintains knowledge of Company asset protection techniques, and files claims for warehouse overages (merchandise received, but not billed), shortages (merchandise billed, but not received), order errors or damaged goods involving Rx drugs. May assist pharmacist in administering clinical services including the collection and proper labeling of blood/urine samples from patients and other clinical services as required; assists pharmacy staff in coordination of clinical services, Walgreens healthcare clinics and external providers. Assists Pharmacy Manager and Staff Pharmacist in developing and maintaining good relationships with the local medical community, including physicians, nurses, and other health care providers, by medical provider detailing and outreach to health groups, retirement homes, nursing homes, and other forums for enhancing growth opportunities. Assists with exterior and interior maintenance by ensuring the Pharmacy Department is stocked with adequate supplies, clean, neat and orderly in condition and appearance. Complies with all company policies and procedures; maintains respectful relationships with coworkers. Completes special assignments and other tasks as assigned. Training & Personal Development Earns and maintains PTCB certification through the designated PTCB training program and/or state required certification/registration. Otherwise, earns PTCB certification as condition of promotion to senior technician. Attends training requested by Manager and acquires continuing education credits. Maintains knowledge and skill in healthcare and pharmacy, including latest news and developments. Basic Qualifications Must be fluent in reading, writing, and speaking English. (Except in Puerto Rico) Requires willingness to work flexible schedule, including evening and weekend hours. Preferred Qualifications Prefer six months of experience in a retail environment. Prefer to have prior work experience with Walgreens. Prefer good math skills so they can fill prescriptions accurately, including counting, measuring and weighing medications. Prefer good computer skills. Prefer the knowledge of store inventory control. Prefer PTCB certification. We will consider employment of qualified applicants with arrest and conviction records. An Equal Opportunity Employer, including disability/veterans. The actual compensation that you will be offered will depend on a variety of factors including geography, skills and abilities, education, experience and other relevant factors. This role will remain open until filled. To review benefits, please click here jobs.walgreens.com/benefits. If you are applying on a job board or unable to click on the link, please copy and paste this URL into your browser jobs.walgreens.com/benefits Salary Range: $17 - $20.5 / Hourly

Licensed Sr. Specialist - Global Investing 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. 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). Global Investing Services (GIS) is a specialized group that serves the trading, customer service and operational needs of both domestic and international clients interested in trading stocks that trade on exchanges outside the U.S. as well as foreign currencies. GIS has daily interactions from virtually every customer contact area of Schwab (Branches, Retail, Advisor Services, Schwab Wealth Advisory, etc.) and works to promote outstanding client experience as it relates to all facets of their international equity investments. GIS also has direct-line telephone contact with external market makers as well as the various major market centers in foreign securities. In addition to assisting US clients, GIS regularly serves clients living outside the U.S. that have international accounts with us to provide investment, trading and operational inquiries. What you are good at: This role is responsible for helping clients develop their trading expertise and grow their portfolios by imparting the knowledge and supporting the tools trader clients use to make them a more sophisticated, successful, and self-directed investor. This position is the subject matter expert in trading equities, derivatives (options, futures), and foreign exchange for not only our clients, but the goal is also to help clients develop their trading expertise and grow their portfolios by imparting the knowledge and supporting the tools these actively engaged clients use to make them a more sophisticated, successful self-directed investor. Representatives in this position will possess an advanced level of knowledge of trading equities, derivatives (options/futures), and foreign exchange. We g row business through asset gathering and product cross-sell while retaining assets through client confidence and loyalty. Together, we leverage industry knowledge and platform expertise to send well-positioned business leads to our partners in Retail Sales, Education and Trader Business Development. Additionaly, you'll influence and close business for Retails Sales associates by presenting self-directed active trader clients and prospects with industry standard for market understanding while attracting additional assets and business from our fully engaged clients, by meeting their service, education and trading resource needs. 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: Active Series 7, 63 licenses required . Excellent communicative skills, both oral and written, and can succinctly explain complex topics with proper positioning, context, and accuracy. 3 years of experience servicing clients and an equivalent level of knowledge of securities industry. Ability to educate clients and colleagues on complex concepts and to varying levels of expertise while displaying confidence, skill, and professionalism to resolve time-sensitive and possibly costly issues in a manner that strengthens the client relationship and mitigates risk for the firm. Must have necessary sense of urgency and the ability to multi-task utilizing strong business judgment and prioritization skills. PREFERRED QUALIFICATIONS: Prior professional trader level of expertise in equities, futures, market structure and a detailed knowledge of the securities industry and capital markets is preferred. Bachelor’s Degree or equivalent experience Minimum two years of equity trading experience, derivatives trading, or other equivalent experience is preferred. Bachelor’s Degree or equivalent experience preferred. Strong knowledge of industry, product availability, policies and procedures involving international client relationships. 9/10 License also preferred. 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

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. 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. 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. 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 (Mega)

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 Mega Segment, $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

Licensed Sr. Specialist - Global Investing 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. 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). Global Investing Services (GIS) is a specialized group that serves the trading, customer service and operational needs of both domestic and international clients interested in trading stocks that trade on exchanges outside the U.S. as well as foreign currencies. GIS has daily interactions from virtually every customer contact area of Schwab (Branches, Retail, Advisor Services, Schwab Wealth Advisory, etc.) and works to promote outstanding client experience as it relates to all facets of their international equity investments. GIS also has direct-line telephone contact with external market makers as well as the various major market centers in foreign securities. In addition to assisting US clients, GIS regularly serves clients living outside the U.S. that have international accounts with us to provide investment, trading and operational inquiries. What you are good at: This role is responsible for helping clients develop their trading expertise and grow their portfolios by imparting the knowledge and supporting the tools trader clients use to make them a more sophisticated, successful, and self-directed investor. This position is the subject matter expert in trading equities, derivatives (options, futures), and foreign exchange for not only our clients, but the goal is also to help clients develop their trading expertise and grow their portfolios by imparting the knowledge and supporting the tools these actively engaged clients use to make them a more sophisticated, successful self-directed investor. Representatives in this position will possess an advanced level of knowledge of trading equities, derivatives (options/futures), and foreign exchange. We g row business through asset gathering and product cross-sell while retaining assets through client confidence and loyalty. Together, we leverage industry knowledge and platform expertise to send well-positioned business leads to our partners in Retail Sales, Education and Trader Business Development. Additionaly, you'll influence and close business for Retails Sales associates by presenting self-directed active trader clients and prospects with industry standard for market understanding while attracting additional assets and business from our fully engaged clients, by meeting their service, education and trading resource needs. 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: Active Series 7, 63 licenses required . Excellent communicative skills, both oral and written, and can succinctly explain complex topics with proper positioning, context, and accuracy. 3 years of experience servicing clients and an equivalent level of knowledge of securities industry. Ability to educate clients and colleagues on complex concepts and to varying levels of expertise while displaying confidence, skill, and professionalism to resolve time-sensitive and possibly costly issues in a manner that strengthens the client relationship and mitigates risk for the firm. Must have necessary sense of urgency and the ability to multi-task utilizing strong business judgment and prioritization skills. PREFERRED QUALIFICATIONS: Prior professional trader level of expertise in equities, futures, market structure and a detailed knowledge of the securities industry and capital markets is preferred. Bachelor’s Degree or equivalent experience Minimum two years of equity trading experience, derivatives trading, or other equivalent experience is preferred. Bachelor’s Degree or equivalent experience preferred. Strong knowledge of industry, product availability, policies and procedures involving international client relationships. 9/10 License also preferred. 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

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. 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. 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. 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. 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. 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. 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

Licensed Sr. Specialist - Global Investing 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. 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). Global Investing Services (GIS) is a specialized group that serves the trading, customer service and operational needs of both domestic and international clients interested in trading stocks that trade on exchanges outside the U.S. as well as foreign currencies. GIS has daily interactions from virtually every customer contact area of Schwab (Branches, Retail, Advisor Services, Schwab Wealth Advisory, etc.) and works to promote outstanding client experience as it relates to all facets of their international equity investments. GIS also has direct-line telephone contact with external market makers as well as the various major market centers in foreign securities. In addition to assisting US clients, GIS regularly serves clients living outside the U.S. that have international accounts with us to provide investment, trading and operational inquiries. What you are good at: This role is responsible for helping clients develop their trading expertise and grow their portfolios by imparting the knowledge and supporting the tools trader clients use to make them a more sophisticated, successful, and self-directed investor. This position is the subject matter expert in trading equities, derivatives (options, futures), and foreign exchange for not only our clients, but the goal is also to help clients develop their trading expertise and grow their portfolios by imparting the knowledge and supporting the tools these actively engaged clients use to make them a more sophisticated, successful self-directed investor. Representatives in this position will possess an advanced level of knowledge of trading equities, derivatives (options/futures), and foreign exchange. We g row business through asset gathering and product cross-sell while retaining assets through client confidence and loyalty. Together, we leverage industry knowledge and platform expertise to send well-positioned business leads to our partners in Retail Sales, Education and Trader Business Development. Additionaly, you'll influence and close business for Retails Sales associates by presenting self-directed active trader clients and prospects with industry standard for market understanding while attracting additional assets and business from our fully engaged clients, by meeting their service, education and trading resource needs. 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: Active Series 7, 63 licenses required . Excellent communicative skills, both oral and written, and can succinctly explain complex topics with proper positioning, context, and accuracy. 3 years of experience servicing clients and an equivalent level of knowledge of securities industry. Ability to educate clients and colleagues on complex concepts and to varying levels of expertise while displaying confidence, skill, and professionalism to resolve time-sensitive and possibly costly issues in a manner that strengthens the client relationship and mitigates risk for the firm. Must have necessary sense of urgency and the ability to multi-task utilizing strong business judgment and prioritization skills. PREFERRED QUALIFICATIONS: Prior professional trader level of expertise in equities, futures, market structure and a detailed knowledge of the securities industry and capital markets is preferred. Bachelor’s Degree or equivalent experience Minimum two years of equity trading experience, derivatives trading, or other equivalent experience is preferred. Bachelor’s Degree or equivalent experience preferred. Strong knowledge of industry, product availability, policies and procedures involving international client relationships. 9/10 License also preferred. 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