Logistics

Customer Service - Bank

Position Type: Regular Your opportunity START DATE: Jan 5, 2026 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 Client Banking Services Professional, you are at the forefront of the client experience, delivering outstanding customer service to our Charles Schwab Bank clients calling for assistance. You will field 40-60 inbound calls every day, providing subject matter expertise on the following banking products and services: deposit accounts, online account management and bill pay, money movement, mobile banking, and debit cards. This is a phone-based role requiring the use of multiple computer applications and dual monitors. What you have Required Qualifications Minimum of 1 year of work experience, which may include volunteer experience, internships, or other roles in an office environment. You will be working a set shift which may include weekend or evening hours. Please speak with your Talent Advisor for more information including shift differentials. Ability to multi-task with demonstrated experience in using multiple computing applications simultaneously. Ability to work in the office up to 75% - 100% of the time, as required . Preferred Qualifications Active listening skills along with the ability to engage in open-ended dialogue to gain a thorough understanding of the client’s financial needs. Dedication to resolving a variety of complex client inquiries both through technology and by working closely with business partners within Schwab to identify efficient and effective methods to meet client goals. Ability to establish rapport with clients over the phone to create long term relationships with Schwab. Desire to be part of a supportive and collaborative team. High attention to detail to adhere to extensive bank policies, procedures, and guidelines. Drive to learn from a dedicated team manager focused on helping you reach clear performance objectives by providing leadership support and on-the-job learning. 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

  • Brownsburg, IN

  • no content

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

  • Paradise Valley, AZ

  • no content

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

  • Guadalupe, AZ

  • no content

Customer Service - Bank

Position Type: Regular Your opportunity START DATE: Jan 5, 2026 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 Client Banking Services Professional, you are at the forefront of the client experience, delivering outstanding customer service to our Charles Schwab Bank clients calling for assistance. You will field 40-60 inbound calls every day, providing subject matter expertise on the following banking products and services: deposit accounts, online account management and bill pay, money movement, mobile banking, and debit cards. This is a phone-based role requiring the use of multiple computer applications and dual monitors. What you have Required Qualifications Minimum of 1 year of work experience, which may include volunteer experience, internships, or other roles in an office environment. You will be working a set shift which may include weekend or evening hours. Please speak with your Talent Advisor for more information including shift differentials. Ability to multi-task with demonstrated experience in using multiple computing applications simultaneously. Ability to work in the office up to 75% - 100% of the time, as required . Preferred Qualifications Active listening skills along with the ability to engage in open-ended dialogue to gain a thorough understanding of the client’s financial needs. Dedication to resolving a variety of complex client inquiries both through technology and by working closely with business partners within Schwab to identify efficient and effective methods to meet client goals. Ability to establish rapport with clients over the phone to create long term relationships with Schwab. Desire to be part of a supportive and collaborative team. High attention to detail to adhere to extensive bank policies, procedures, and guidelines. Drive to learn from a dedicated team manager focused on helping you reach clear performance objectives by providing leadership support and on-the-job learning. 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

  • West Indianapolis, IN

  • no content

Customer Service - Bank

Position Type: Regular Your opportunity START DATE: Jan 5, 2026 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 Client Banking Services Professional, you are at the forefront of the client experience, delivering outstanding customer service to our Charles Schwab Bank clients calling for assistance. You will field 40-60 inbound calls every day, providing subject matter expertise on the following banking products and services: deposit accounts, online account management and bill pay, money movement, mobile banking, and debit cards. This is a phone-based role requiring the use of multiple computer applications and dual monitors. What you have Required Qualifications Minimum of 1 year of work experience, which may include volunteer experience, internships, or other roles in an office environment. You will be working a set shift which may include weekend or evening hours. Please speak with your Talent Advisor for more information including shift differentials. Ability to multi-task with demonstrated experience in using multiple computing applications simultaneously. Ability to work in the office up to 75% - 100% of the time, as required . Preferred Qualifications Active listening skills along with the ability to engage in open-ended dialogue to gain a thorough understanding of the client’s financial needs. Dedication to resolving a variety of complex client inquiries both through technology and by working closely with business partners within Schwab to identify efficient and effective methods to meet client goals. Ability to establish rapport with clients over the phone to create long term relationships with Schwab. Desire to be part of a supportive and collaborative team. High attention to detail to adhere to extensive bank policies, procedures, and guidelines. Drive to learn from a dedicated team manager focused on helping you reach clear performance objectives by providing leadership support and on-the-job learning. 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

  • Plano, TX

  • no content

Customer Service - Bank

Position Type: Regular Your opportunity START DATE: Jan 5, 2026 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 Client Banking Services Professional, you are at the forefront of the client experience, delivering outstanding customer service to our Charles Schwab Bank clients calling for assistance. You will field 40-60 inbound calls every day, providing subject matter expertise on the following banking products and services: deposit accounts, online account management and bill pay, money movement, mobile banking, and debit cards. This is a phone-based role requiring the use of multiple computer applications and dual monitors. What you have Required Qualifications Minimum of 1 year of work experience, which may include volunteer experience, internships, or other roles in an office environment. You will be working a set shift which may include weekend or evening hours. Please speak with your Talent Advisor for more information including shift differentials. Ability to multi-task with demonstrated experience in using multiple computing applications simultaneously. Ability to work in the office up to 75% - 100% of the time, as required . Preferred Qualifications Active listening skills along with the ability to engage in open-ended dialogue to gain a thorough understanding of the client’s financial needs. Dedication to resolving a variety of complex client inquiries both through technology and by working closely with business partners within Schwab to identify efficient and effective methods to meet client goals. Ability to establish rapport with clients over the phone to create long term relationships with Schwab. Desire to be part of a supportive and collaborative team. High attention to detail to adhere to extensive bank policies, procedures, and guidelines. Drive to learn from a dedicated team manager focused on helping you reach clear performance objectives by providing leadership support and on-the-job learning. 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

  • Highland Park, TX

  • no content

Customer Service - Bank

Position Type: Regular Your opportunity START DATE: Jan 5, 2026 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 Client Banking Services Professional, you are at the forefront of the client experience, delivering outstanding customer service to our Charles Schwab Bank clients calling for assistance. You will field 40-60 inbound calls every day, providing subject matter expertise on the following banking products and services: deposit accounts, online account management and bill pay, money movement, mobile banking, and debit cards. This is a phone-based role requiring the use of multiple computer applications and dual monitors. What you have Required Qualifications Minimum of 1 year of work experience, which may include volunteer experience, internships, or other roles in an office environment. You will be working a set shift which may include weekend or evening hours. Please speak with your Talent Advisor for more information including shift differentials. Ability to multi-task with demonstrated experience in using multiple computing applications simultaneously. Ability to work in the office up to 75% - 100% of the time, as required . Preferred Qualifications Active listening skills along with the ability to engage in open-ended dialogue to gain a thorough understanding of the client’s financial needs. Dedication to resolving a variety of complex client inquiries both through technology and by working closely with business partners within Schwab to identify efficient and effective methods to meet client goals. Ability to establish rapport with clients over the phone to create long term relationships with Schwab. Desire to be part of a supportive and collaborative team. High attention to detail to adhere to extensive bank policies, procedures, and guidelines. Drive to learn from a dedicated team manager focused on helping you reach clear performance objectives by providing leadership support and on-the-job learning. 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

  • Mooresville, IN

  • no content

Customer Service - Bank

Position Type: Regular Your opportunity START DATE: Jan 5, 2026 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 Client Banking Services Professional, you are at the forefront of the client experience, delivering outstanding customer service to our Charles Schwab Bank clients calling for assistance. You will field 40-60 inbound calls every day, providing subject matter expertise on the following banking products and services: deposit accounts, online account management and bill pay, money movement, mobile banking, and debit cards. This is a phone-based role requiring the use of multiple computer applications and dual monitors. What you have Required Qualifications Minimum of 1 year of work experience, which may include volunteer experience, internships, or other roles in an office environment. You will be working a set shift which may include weekend or evening hours. Please speak with your Talent Advisor for more information including shift differentials. Ability to multi-task with demonstrated experience in using multiple computing applications simultaneously. Ability to work in the office up to 75% - 100% of the time, as required . Preferred Qualifications Active listening skills along with the ability to engage in open-ended dialogue to gain a thorough understanding of the client’s financial needs. Dedication to resolving a variety of complex client inquiries both through technology and by working closely with business partners within Schwab to identify efficient and effective methods to meet client goals. Ability to establish rapport with clients over the phone to create long term relationships with Schwab. Desire to be part of a supportive and collaborative team. High attention to detail to adhere to extensive bank policies, procedures, and guidelines. Drive to learn from a dedicated team manager focused on helping you reach clear performance objectives by providing leadership support and on-the-job learning. 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

  • Mckinney, TX

  • no content

Customer Service - Bank

Position Type: Regular Your opportunity START DATE: Jan 5, 2026 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 Client Banking Services Professional, you are at the forefront of the client experience, delivering outstanding customer service to our Charles Schwab Bank clients calling for assistance. You will field 40-60 inbound calls every day, providing subject matter expertise on the following banking products and services: deposit accounts, online account management and bill pay, money movement, mobile banking, and debit cards. This is a phone-based role requiring the use of multiple computer applications and dual monitors. What you have Required Qualifications Minimum of 1 year of work experience, which may include volunteer experience, internships, or other roles in an office environment. You will be working a set shift which may include weekend or evening hours. Please speak with your Talent Advisor for more information including shift differentials. Ability to multi-task with demonstrated experience in using multiple computing applications simultaneously. Ability to work in the office up to 75% - 100% of the time, as required . Preferred Qualifications Active listening skills along with the ability to engage in open-ended dialogue to gain a thorough understanding of the client’s financial needs. Dedication to resolving a variety of complex client inquiries both through technology and by working closely with business partners within Schwab to identify efficient and effective methods to meet client goals. Ability to establish rapport with clients over the phone to create long term relationships with Schwab. Desire to be part of a supportive and collaborative team. High attention to detail to adhere to extensive bank policies, procedures, and guidelines. Drive to learn from a dedicated team manager focused on helping you reach clear performance objectives by providing leadership support and on-the-job learning. 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

  • Franklin, IN

  • no content

Customer Service - Bank

Position Type: Regular Your opportunity START DATE: Jan 5, 2026 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 Client Banking Services Professional, you are at the forefront of the client experience, delivering outstanding customer service to our Charles Schwab Bank clients calling for assistance. You will field 40-60 inbound calls every day, providing subject matter expertise on the following banking products and services: deposit accounts, online account management and bill pay, money movement, mobile banking, and debit cards. This is a phone-based role requiring the use of multiple computer applications and dual monitors. What you have Required Qualifications Minimum of 1 year of work experience, which may include volunteer experience, internships, or other roles in an office environment. You will be working a set shift which may include weekend or evening hours. Please speak with your Talent Advisor for more information including shift differentials. Ability to multi-task with demonstrated experience in using multiple computing applications simultaneously. Ability to work in the office up to 75% - 100% of the time, as required . Preferred Qualifications Active listening skills along with the ability to engage in open-ended dialogue to gain a thorough understanding of the client’s financial needs. Dedication to resolving a variety of complex client inquiries both through technology and by working closely with business partners within Schwab to identify efficient and effective methods to meet client goals. Ability to establish rapport with clients over the phone to create long term relationships with Schwab. Desire to be part of a supportive and collaborative team. High attention to detail to adhere to extensive bank policies, procedures, and guidelines. Drive to learn from a dedicated team manager focused on helping you reach clear performance objectives by providing leadership support and on-the-job learning. 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

  • Shelbyville, IN

  • no content

Customer Service - Bank

Position Type: Regular Your opportunity START DATE: Jan 5, 2026 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 Client Banking Services Professional, you are at the forefront of the client experience, delivering outstanding customer service to our Charles Schwab Bank clients calling for assistance. You will field 40-60 inbound calls every day, providing subject matter expertise on the following banking products and services: deposit accounts, online account management and bill pay, money movement, mobile banking, and debit cards. This is a phone-based role requiring the use of multiple computer applications and dual monitors. What you have Required Qualifications Minimum of 1 year of work experience, which may include volunteer experience, internships, or other roles in an office environment. You will be working a set shift which may include weekend or evening hours. Please speak with your Talent Advisor for more information including shift differentials. Ability to multi-task with demonstrated experience in using multiple computing applications simultaneously. Ability to work in the office up to 75% - 100% of the time, as required . Preferred Qualifications Active listening skills along with the ability to engage in open-ended dialogue to gain a thorough understanding of the client’s financial needs. Dedication to resolving a variety of complex client inquiries both through technology and by working closely with business partners within Schwab to identify efficient and effective methods to meet client goals. Ability to establish rapport with clients over the phone to create long term relationships with Schwab. Desire to be part of a supportive and collaborative team. High attention to detail to adhere to extensive bank policies, procedures, and guidelines. Drive to learn from a dedicated team manager focused on helping you reach clear performance objectives by providing leadership support and on-the-job learning. 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

  • Whiteland, IN

  • no content

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

  • Wolf Trap, VA

  • no content