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Charles Schwab Jobs (NOW HIRING)

Charles Schwab

Sr. Specialist, Compliance

Westlake, TX · On-site

  • Medical

  • Dental

  • Vision

  • Retirement

This position will be an employee of Charles Schwab & Co., Inc. and will be subject to its policies and procedures but will report to and be accountable to DAFgiving360 for day-to-day activities. Our ...

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Charles Schwab

NY · On-site

  • Medical

  • Dental

  • Vision

  • Retirement

Investment Professionals' Compensation | Charles Schwab At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge ...

Charles Schwab

VP, Financial Consultant - Boise, ID

Boise, ID · On-site

$65K - $85K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

Investment Professionals' Compensation | Charles Schwab At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge ...

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What career growth opportunities are available for employees at Charles Schwab?

Charles Schwab offers a variety of career paths for professionals in client service, financial consulting, technology, and operations. Employees have access to comprehensive training programs, mentorship opportunities, and support for obtaining industry licenses and certifications, which can help facilitate advancement. Many roles provide a clear progression structure, so you can move up to senior consultant, team lead, or management positions as you gain experience. Additionally, Schwab supports internal mobility, allowing employees to explore different departments or specialties based on their interests and skills. This fosters a dynamic and growth-oriented work environment for long-term career development.

What are the key skills and qualifications needed to thrive in the Charles Schwab position, and why are they important?

To thrive at Charles Schwab in roles such as Financial Consultant or Client Service Representative, you typically need strong financial knowledge, customer relationship expertise, and relevant qualifications like a bachelor's degree in finance or business. Familiarity with financial planning software, investment platforms, and industry certifications such as Series 7 or 66 licenses is often required. Excellent interpersonal skills, problem-solving abilities, and a client-focused mindset help candidates stand out. These skills and qualifications are crucial for providing high-quality financial advice, building trust with clients, and achieving success within a dynamic investment environment.

What is a Charles Schwab?

A Charles Schwab job refers to a career opportunity at Charles Schwab Corporation, a financial services company specializing in investment management, brokerage, banking, and financial advisory services. Employees at Schwab work in various roles, including customer service, financial consulting, technology, marketing, and operations. The company is known for its client-focused approach, strong corporate culture, and commitment to professional growth. Careers at Charles Schwab often provide competitive benefits, career development opportunities, and a supportive work environment.

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Charles Schwab jobs near you
Infographic showing various Charles Schwab job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 80% Full Time, 15% Part Time, and 4% Contract. Highlights an 95% Physical, 2% Hybrid, and 3% Remote job distribution.

VP, Financial Consultant - Savannah, GA

Charles Schwab Inc.

Savannah, GA • On-site

$70K - $90K/yr

Full-time

Re-posted 4 days ago

Job description

Your Opportunity
In addition to the salary range, this role is also eligible for bonus or incentive opportunities. Click the link below to review our Investment Professionals' incentive structure.
Investment Professionals' Compensation | Charles Schwab
At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together.
Schwab's branch team is at the heart of our firm's commitment to helping clients own their financial futures. In this exciting role, you'll give clients financial guidance while forming lasting relationships built on trust, respect, and reaching a common goal. You'll also have the ability to take charge of your own professional journey with our supportive, nurturing culture and diverse set of career opportunities.
As a Financial Consultant at Schwab, you will be procured with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time, you'll grow your practice holistically through client asset consolidation, networking, and earning client referrals. If you currently have your securities license, enjoy working in a team setting, and share our passion for serving clients - this role is for you.
What you have
Required Qualifications:
  • A valid and active FINRA Series 7 license required
  • Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job.

Preferred Qualifications:
  • Ability to build strong relationships, engage and encourage trust, and deepen the client relationship by applying a focused client communication strategy, and exceeding client expectations.
  • Strong candidates will also learn to leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your client's progress toward achieving their goals.
  • Openness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning
  • Ability to adapt and implement change as the market and business conditions evolve
  • Passion for community engagement to share and engage clients in discussion about market conditions, sound investing principles, and the ideal wealth and long-term investment strategies for their personal situation
  • Desire to provide an outstanding investor experience in additional to furthering your own professional development in Wealth Management.

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