Position Type: Regular <h2 class="job-details-subheadline">Your opportunity</h2> At Schwab, you will build a rewarding career while making a difference in the lives of our millions of clients. Here, innovative thinking meets creative problem solving as we work together to challenge the status quo. We believe in the power of collaboration and value being together in the office, which is why this role is based on-site in our San Francisco office. Joining Schwab means joining a company committed to transforming the financial industry and putting clients at the center of everything we do. Schwab’s AI Strategy & Transformation team, known as AI.x, is the central hub for Artificial Intelligence at Schwab. We are an integrated product, engineering, strategy and risk team, all based in San Francisco. We help set the enterprise vision for AI, invest in the most promising opportunities, and accelerate delivery across the company. We also build the core platform that powers AI at scale and explore next-generation GenAI efforts that will redefine how we serve our clients. As an AI Engineer on AI.x, you will play an important role in bringing these priorities to life by designing and delivering innovative AI solutions. This role is more than an engineering position. It is an opportunity to join a high-profile team shaping Schwab’s future with AI, to build solutions that matter to millions of clients, and to grow your career in one of the most exciting areas of technology today. As an AI Engineer, you will contribute to the design, development, and delivery of GenAI applications that enhance client experience and create business value. You will collaborate with architects, engineers, and business leaders to ensure solutions align with Schwab’s enterprise strategy. You will have the opportunity to learn from senior engineers, participate in technical discussions, and help to build strong engineering practices while fostering a culture of continuous learning. You will work on solving complex technical challenges, support best engineering standards, and help drive iterations from concept to production. Above all, you will bring curiosity, creativity, and technical skill to help shape the next generation of AI at Schwab.<h2 class="job-details-subheadline">What you have</h2> Required Qualifications<ul><li>3+ years of software development experience and 1+ year of experience as a hands-on engineer in startups and/or large organizations.</li><li>Bachelor's degree in Computer Science or related field.</li><li>2+ years of experience building products and supporting them in production environments.</li><li>1+ year of experience developing applications that use Artificial Intelligence (AI) models to deliver business impact.</li><li>1+ year of experience working with applications or data pipelines that interface with large datasets.</li><li>1+ year of experience with containers and cloud-native applications, with exposure to deploying them in the public cloud using infrastructure as code.</li></ul>Preferred Qualifications<ul><li>Strong computer science fundamentals and experience working across different parts of the tech stack.</li><li>Exposure to proprietary or open-source LLMs (Gemini, Claude, OpenAI or other models) and contributing to LLM-powered applications.</li><li>Commitment to quality in your work, with experience writing and maintaining tests.</li><li>Experience evaluating and monitoring LLM-generated outputs for quality and consistency.</li><li>Strong communication skills – able to clearly share your perspective with others on the team, both verbally and in writing.</li><li>Interest in mentoring peers and learning from senior engineers through feedback and code reviews.</li><li>Demonstrated commitment to continuous learning and improvement.</li><li>Ability to address complex problems, even with ambiguous or incomplete data, within distributed systems.</li><li>Broad business domain knowledge related to the products you've contributed to.</li><li>Curiosity about new technologies and processes – you seek to grow your skills and share knowledge with team members.</li><li>Experience with Python and front-end development is preferred but not required.</li><li>Master’s or advanced degrees in Computer Science or related fields are a plus.</li></ul>In addition to the salary range, this role is also eligible for bonus or incentive opportunities. <div class=""><h2 class="job-details-subheadline">What’s in it for you</h2>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:<ul><li>401(k) with company match and Employee stock purchase plan</li><li>Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions</li><li>Paid parental leave and family building benefits</li><li>Tuition reimbursement</li><li>Health, dental, and vision insurance</li></ul></div>

public

Applied AI Engineer III - AI Transformation

Position Type: Regular <h2 class="job-details-subheadline">Your opportunity</h2> 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. Schwab’s Wealth Advisory team embodies our firm’s commitment to client-centric approach. Schwab Wealth Advisory is a premier, fee based and non-discretionary investment advisory solution providing clients with a personal relationship, specialized service and ongoing advice built on Schwab’s approach to investing. As an Associate Wealth Advisor, you will be responsible for supporting 2-4 Wealth Advisors by servicing, deepening, and retaining their virtual client relationships. You will have the opportunity to leverage your client service and wealth management expertise by providing customized financial planning, foundational portfolio needs, and complex client service issues. This role will provide you the opportunity to continue to build a strong foundation in wealth management and sets you on the path to becoming a Wealth Advisor. You will receive mentorship by some of the industry’s top Wealth Advisors and professional development through coaching and ongoing training to prepare you for the next opportunity in Schwab Wealth Advisory.<h2 class="job-details-subheadline">What you have</h2> Required Qualifications: <ul><li>Active and valid FINRA Series 7 </li><li>Active and valid FINRA Series 66 (may be obtained with a 120-day COE)</li><li>1-3 years of experience in the financial services industry</li></ul>Preferred Qualifications:<ul><li>Experience servicing high net worth clients </li><li>Bachelor’s Degree </li></ul>In addition to the salary range, this role is also eligible for bonus or incentive opportunities. <div class=""><h2 class="job-details-subheadline">What’s in it for you</h2>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:<ul><li>401(k) with company match and Employee stock purchase plan</li><li>Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions</li><li>Paid parental leave and family building benefits</li><li>Tuition reimbursement</li><li>Health, dental, and vision insurance</li></ul></div>

Associate Wealth Advisor - Schwab Wealth Advisory

Position Type: Regular <h2 class="job-details-subheadline">Your opportunity</h2> 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 Wealth Advisory team embodies our firm’s commitment to client-centric approach. Schwab Wealth Advisory is a premier, fee based and non-discretionary investment advisory solution providing clients with a personal relationship, specialized service and ongoing advice built on Schwab’s approach to investing. As an Associate Wealth Advisor, you will be responsible for supporting 2-4 Wealth Advisors by servicing, deepening, and retaining their virtual client relationships. You will have the opportunity to leverage your client service and wealth management expertise by providing customized financial planning, foundational portfolio needs, and complex client service issues. This role will provide you the opportunity to continue to build a strong foundation in wealth management and sets you on the path to becoming a Wealth Advisor. You will receive mentorship by some of the industry’s top Wealth Advisors and professional development through coaching and ongoing training to prepare you for the next opportunity in Schwab Wealth Advisory. <h2 class="job-details-subheadline">What you have</h2> Required Qualifications:  <ul style="margin: 0px; padding: 0px; font-family: verdana;"><li style="margin: 0px 0px 0px 24px; padding: 0px; font-size: 9pt; font-family: Verdana, Verdana_MSFontService, sans-serif;" data-leveltext="" data-font="Symbol" data-listid="1" data-list-defn-props="{" 335552541":1,"335559685":720,"335559991":360,"469769226":"symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"hybridmultilevel"}"="" aria-setsize="-1" data-aria-posinset="1" data-aria-level="1">Active and valid FINRA Series 7  </li></ul><ul style="margin: 0px; padding: 0px; font-family: verdana;"><li style="margin: 0px 0px 0px 24px; padding: 0px; font-size: 9pt; font-family: Verdana, Verdana_MSFontService, sans-serif;" data-leveltext="" data-font="Symbol" data-listid="1" data-list-defn-props="{" 335552541":1,"335559685":720,"335559991":360,"469769226":"symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"hybridmultilevel"}"="" aria-setsize="-1" data-aria-posinset="2" data-aria-level="1">Active and valid FINRA Series 66 (may be obtained with a 120-day COE) </li></ul><ul style="margin: 0px; padding: 0px; font-family: verdana;"><li style="margin: 0px 0px 0px 24px; padding: 0px; font-size: 9pt; font-family: Verdana, Verdana_MSFontService, sans-serif;" data-leveltext="" data-font="Symbol" data-listid="1" data-list-defn-props="{" 335552541":1,"335559685":720,"335559991":360,"469769226":"symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"hybridmultilevel"}"="" aria-setsize="-1" data-aria-posinset="3" data-aria-level="1">1-3 years of experience in the financial services industry </li></ul> Preferred Qualifications:  <ul style="margin: 0px; padding: 0px; font-family: verdana;"><li style="margin: 0px 0px 0px 24px; padding: 0px; font-size: 9pt; font-family: Verdana, Verdana_MSFontService, sans-serif;" data-leveltext="" data-font="Symbol" data-listid="1" data-list-defn-props="{" 335552541":1,"335559685":720,"335559991":360,"469769226":"symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"hybridmultilevel"}"="" aria-setsize="-1" data-aria-posinset="4" data-aria-level="1">Experience servicing high net worth clients  </li></ul><ul style="margin: 0px; padding: 0px; font-family: verdana;"><li style="margin: 0px 0px 0px 24px; padding: 0px; font-size: 9pt; font-family: Verdana, Verdana_MSFontService, sans-serif;" data-leveltext="" data-font="Symbol" data-listid="1" data-list-defn-props="{" 335552541":1,"335559685":720,"335559991":360,"469769226":"symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"hybridmultilevel"}"="" aria-setsize="-1" data-aria-posinset="5" data-aria-level="1">Bachelor’s Degree  </li></ul> In addition to the salary range, this role is also eligible for bonus or incentive opportunities.<span style="margin: 0px; padding: 0px; font-size: 9pt; font-family: Verdana, Verdana_EmbeddedFont, Verdana_MSFontService, sans-serif;" data-ccp-props="{" 134233117":false,"134233118":false,"201341983":0,"335559738":0,"335559739":375,"335559740":240}"="">  <div class=""><h2 class="job-details-subheadline">What’s in it for you</h2>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:<ul><li>401(k) with company match and Employee stock purchase plan</li><li>Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions</li><li>Paid parental leave and family building benefits</li><li>Tuition reimbursement</li><li>Health, dental, and vision insurance</li></ul></div>

Associate Wealth Advisor, Schwab Wealth Advisory

Position Type: Regular <h2 class="job-details-subheadline">Your opportunity</h2> 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. The CS&S Client Technical Support Associate responds to tier II escalated technical inquiries from internal and external clients regarding online access and navigation of website, systems and accounts. Our goal is to support the one call resolution, while still providing a means for further escalation if necessary. Additionally, we provide Client Support and Protection typically related to online access attempts via our electronic channels. We strive to execute the balance of being productive and efficient, while delivering exceptional client service.<h2 class="job-details-subheadline">What you have</h2> Required<ul><li>Minimum of one-year prior client service experience.</li><li>Shift Flexibility: There are various schedules of weekdays, and early evenings shifts.</li><li>Proven experience utilizing strong troubleshooting techniques, de-escalating, and problem solving, ideally in a Call Center environment.</li><li>Excellent interpersonal skills, including proven listening skills, and the ability to effectively communicate technical trouble shooting steps in a detailed, well-organized manner over the phone.</li><li>Demonstrates a technical aptitude by quickly assimilating technical concepts and new technology.</li><li>Excellent knowledge of common browsers such as Edge, Chrome, Safari and Firefox and a high-level understanding of Apple and Android based mobile devices.</li><li>Extensive knowledge of PC/Mac computing environments including operating systems, peripherals, & navigating through complex software.</li><li>Experience working in a team environment, including sharing feedback and knowledge with peers.</li><li>Passion for service, positive attitude, enthusiasm, professionalism, and strong client focus</li><li>Promotes and embraces positive client interactions, as well as personal, team, and company improvement.</li><li>Efficient in utilizing many diverse resources and computer screens simultaneously while delivering exceptional service over the phone.</li><li>Adept at anticipating and adapting to changing job needs with exceptional results.</li><li>Effective critical thinking through probing questions to identify solutions in unique situations, while demonstrating sound business judgement.</li></ul>Preferred<ul><li>2+ years of prior client service experience.</li><li>1 year or more of Financial Services industry experience.</li><li>Excellent technical knowledge of the Internet, Networking, Wi-Fi, and ISP’s.</li></ul>In addition to the salary range, this role is also eligible for bonus or incentive opportunities. <div class=""><h2 class="job-details-subheadline">What’s in it for you</h2>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:<ul><li>401(k) with company match and Employee stock purchase plan</li><li>Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions</li><li>Paid parental leave and family building benefits</li><li>Tuition reimbursement</li><li>Health, dental, and vision insurance</li></ul></div>

Associate, CS&S Client Technical Support

Position Type: Regular <h2 class="job-details-subheadline">Your opportunity</h2> As a International Client Service Associate, you will service international (non-US residents) and domestic clients with all a full range of service and trading needs. You will work in a collaborative, fast-paced environment to assist with trading stocks, ETFs, mutual funds and options in addition to general account servicing inquiries. We also complete document translation services for internal partners and service clients in foreign language as needed. Evening and overnight shifts will also support our clients within Stock Plan Services. The relationships that you create and uphold will have a direct impact as you aid our clients to “Own Their tomorrow.” NOTE: This position is based in Phoenix, AZ and available for a Hybrid schedule post training. <h2 class="job-details-subheadline">What you have</h2> Required Qualifications:· Must be able to read, write, and speak in Mandarin or Cantonese required.· Series 7 & 63 licenses required OR a condition of employment to successfully obtain these licenses within the allotted training time.· Well-developed and effective communication skills to establish trust and rapport with clients through both verbal and written communication· Available to work in a structured schedule and adhere to assigned schedule including lunch and break time as pre-determined by business need.· Positive attitude, enthusiasm, professionalism, and strong work ethic with high level of integrity and ethics.· Willingness and desire to learn in a fast-paced and evolving environment. Preferred Qualifications:· 2+ years of college study in finance, economics, business administration, or related area; bachelor’s degree is preferred.· 2+ year of customer service experience, preferably in financial services; 1+ years of experience working with clients through phone/chats/emails.· Basic to intermediate knowledge of investment products. Ability to explain these complex subjects via the phone.· Ability to quickly identify client needs, demonstrate empathy and compassion in responses, and apply sound judgment when taking action(s) to achieve client objectives via phone/chat/email.· Flexible and able to work on emails/chats/phones as business needs change.· High flexibility in shift times especially early in the morning as business needs. What’s in it for youAt Schwab, we’re committed to empowering our employees’ personal and professional success. Our flexible work options, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. We offer a competitive benefits package that takes care of the whole you – both today and in the future: <ul><li style="margin-left: .5in;">Base salary + annual bonus </li><li style="margin-left: .5in;">401(k) with company match and Employee stock purchase plan </li><li style="margin-left: .5in;">Paid time for vacation, volunteering, and a 4-week sabbatical after 5 years of service </li><li style="margin-left: .5in;">Paid parental leave and family building benefits </li><li style="margin-left: .5in;">Tuition reimbursement </li><li style="margin-left: .5in;">Health, dental, and vision insurance</li></ul>In addition to the salary range, this role is eligible for bonus or incentive opportunities. <div class=""><h2 class="job-details-subheadline">What’s in it for you</h2>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:<ul><li>401(k) with company match and Employee stock purchase plan</li><li>Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions</li><li>Paid parental leave and family building benefits</li><li>Tuition reimbursement</li><li>Health, dental, and vision insurance</li></ul></div>

Associate, Core Service - International Client Services(Mandarin or Cantonese Required)

Position Type: Regular <h2 class="job-details-subheadline">Your opportunity</h2> At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.  We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified locations. As a Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and non-discretionary investment advisory solution, providing clients with a personal relationship, specialized service, and ongoing advice built on Schwab’s approach to investing. You will have a direct impact on the lives of clients, working as a fiduciary within a dedicated Schwab Wealth Advisory team to deliver an exceptional client experience. SWA’s advice philosophy will empower you to use a vast array of products (i.e. stocks, bonds, ETFs, mutual funds, separately managed accounts, option trading), setting you up for success to help clients manage complex portfolios and achieve their goals. You’ll grow within an experienced, collaborative team, while deepening relationships with various partners, including industry leading advisors. If you are looking to develop with a firm that will challenge you to deepen your wealth management expertise, within a role that allows you to help clients while doing what you love, this may be the opportunity for you.<h2 class="job-details-subheadline">What you have</h2> Required Qualifications: <ul style="margin-top: 0in;"><li>Bachelor’s degree </li><li>Active FINRA Series 7 license </li><ul style="margin-top: 0in;"><li>(May be obtained with a 120-day condition of employment for certified and current CFP® designation or CFA® designation holders, verified before hire)</li></ul><li>Active FINRA Series 66 license </li><ul style="margin-top: 0in;"><li>(May be obtained within the first 120 days)</li></ul><li>Three or more years advisory experience, including creating and customizing financial plans and portfolios for clients</li><li>Five or more years in the financial services industry working directly with clients </li><li>Bilingual proficiency in English and Mandarin is required</li></ul> Preferred Qualifications:<ul style="margin-top: 0in;"><li>CFP or CFA </li><li>Superior relationship management and client retention experience</li><li>Polished interpersonal, communication and presentation skills, attention to detail</li></ul> In addition to the salary range, this role is also eligible for bonus or incentive opportunities. <div class=""><h2 class="job-details-subheadline">What’s in it for you</h2>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:<ul><li>401(k) with company match and Employee stock purchase plan</li><li>Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions</li><li>Paid parental leave and family building benefits</li><li>Tuition reimbursement</li><li>Health, dental, and vision insurance</li></ul></div>

Bilingual (Mandarin) Wealth Advisor, Schwab Wealth Advisory (LP)

Position Type: Regular <h2 class="job-details-subheadline">Your opportunity</h2> In addition to a base salary, this role is also eligible for bonus or incentive opportunities.  This position allows for 100% remote work, however this person will need to relocate if not currently living within this territory  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. The Wealth & Asset Management Solutions (WAMS) team is part of Wealth & Advice Solutions (WAS) enterprise.  The WAMS team is responsible for the distribution and support of proprietary, and certain third-party asset management, products and services to consultants and advisors, across multiple distribution channels.  The team also supports with the marketing efforts of the solutions, working closely with Offer Management, Product and Marketing teams.   What you are good at:The Business Development Officer, Schwab Wealth Advisory role will help promote, retain and delight clients of Schwab’s premier wealth management solution, Schwab Wealth Advisory (SWA). The successful candidate will build trusting relationships with local Financial Consultants and Wealth Advisors, providing education and support to their clients and investors interested in the offer.  The Business Development Officer will need to be an exceptional communicator, both in one-on-one interactions and group presentations, effectively communicating the value of SWA. They will also need to be well versed in all aspects of effective wealth management, Schwab’s broader solutions, and industry trends.  Most of the Business Development Officer's time will be spent engaging potential investors of the offer, internal partners, and clients of SWA as we seek to meet each investor’s needs with the best-in-class services of Charles Schwab. <h2 class="job-details-subheadline">What you have</h2> Required Qualifications<ul><li>Bachelor's degree </li><li>Active and valid FINRA Series 7 & 66 (license(s) may be obtained under a condition of employment)  </li><li>10 years of experience in business development and relationship management with a proven record of success </li><li>10 years of experience with wealth management – financial planning and investment planning  </li></ul>Preferred Qualifications<ul><li>CFP® designation or MBA equivalent.</li><li>Understanding of traditional investment styles and vehicles (i.e., separately managed accounts, ETFs, mutual funds, fixed income assets) and investment strategy. </li><li>Excellent oral and written communication skills. </li><li>Comfortable and able to present articulately to large groups: ex. industry conferences, webcasts, internal meetings, etc. </li></ul> In addition to a base salary, this role is also eligible for bonus or incentive opportunities.  <div class=""><h2 class="job-details-subheadline">What’s in it for you</h2>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:<ul><li>401(k) with company match and Employee stock purchase plan</li><li>Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions</li><li>Paid parental leave and family building benefits</li><li>Tuition reimbursement</li><li>Health, dental, and vision insurance</li></ul></div>

Business Development Officer, Schwab Wealth Advisory- (Albany/West Hartford)

Position Type: Regular <h2 class="job-details-subheadline">Your opportunity</h2> *In addition to a base salary range posted, this role is also eligible for bonus or incentive opportunities*   Position allows for 100% remote work with 75%+ travel within the territory.   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. The Wealth & Asset Management Solutions (WAMS) team is part of Wealth & Advice Solutions (WAS) enterprise.  The WAMS team is responsible for the distribution and support of proprietary, and certain third-party asset management, products and services to consultants and advisors, across multiple distribution channels.  The team also supports with the marketing efforts of the solutions, working closely with Offer Management, Product and Marketing teams.   What you are good at:The Business Development Officer, Schwab Wealth Advisory role will help promote, retain and delight clients of Schwab’s premier wealth management solution, Schwab Wealth Advisory (SWA). The successful candidate will build trusting relationships with local Financial Consultants and Wealth Advisors, providing education and support to their clients and investors interested in the offer.  The Business Development Officer will need to be an exceptional communicator, both in one-on-one interactions and group presentations, effectively communicating the value of SWA. They will also need to be well versed in all aspects of effective wealth management, Schwab’s broader solutions, and industry trends.  Most of the Business Development Officer's time will be spent engaging potential investors of the offer, internal partners, and clients of SWA as we seek to meet each investor’s needs with the best-in-class services of Charles Schwab.  <h2 class="job-details-subheadline">What you have</h2> Required Qualifications<ul><li>Bachelor's degree </li><li>Active and valid FINRA Series 7 & 66 (license(s) may be obtained under a condition of employment)  </li><li>10 years of experience in business development and relationship management with a proven record of success </li><li>10 years of experience with wealth management – financial planning and investment planning  </li></ul>Preferred Qualifications<ul><li>CFP® designation or MBA equivalent.</li><li>Understanding of traditional investment styles and vehicles (i.e., separately managed accounts, ETFs, mutual funds, fixed income assets) and investment strategy. </li><li>Excellent oral and written communication skills. </li><li>Comfortable and able to present articulately to large groups: ex. industry conferences, webcasts, internal meetings, etc. </li></ul> <div class=""><h2 class="job-details-subheadline">What’s in it for you</h2>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:<ul><li>401(k) with company match and Employee stock purchase plan</li><li>Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions</li><li>Paid parental leave and family building benefits</li><li>Tuition reimbursement</li><li>Health, dental, and vision insurance</li></ul></div>

Business Development Officer, Schwab Wealth Advisory- Houston, TX

Client Financial Rep

Position Type: Regular <h2 class="job-details-subheadline">Your opportunity</h2> 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 service team is at the heart of our firm’s commitment to helping clients own their financial futures. In this exciting role, you’ll learn to educate clients about investment strategies, trading tools, market mechanics, and retirement choices. You’ll engage with, and be an advocate for, clients when answering inbound calls, taking ownership, and tackling complex issues to offer the best possible solution. You’ll also take charge of your own professional journey by attending the Schwab Service Academy, which provides you with the paid training, study time, and support you need to obtain your Securities Industry Essentials and FINRA Series 7 & 63 licenses. If you are eager to pursue a career in finance, enjoy working in a team setting, and share our passion for serving clients - this role is for you.     We offer a competitive pay and bonus package. Starting compensation for this location begins at $50,300 during training, plus an annual bonus opportunity of 10% of your base pay and other eligible earnings. Employees have the potential to increase their total compensation to $57,530 ($52,300 base, plus 10% bonus opportunity depending on individual/corporate performance) within their 1st year upon obtaining the required Licensing and achieving performance-based pay increases.<h2 class="job-details-subheadline">What you have</h2> If you’re not a finance expert, that’s okay! People coming from many different experiences have found tremendous success here at Charles Schwab.  Successful candidates will have a growth mindset, a willingness to learn, and a passion for serving others.  At Charles Schwab, we strive to make a difference in people's lives through our innovative solutions and world-class service. Required Qualifications<ul><li style="color: black; margin-bottom: 0in;">Ability to work full time on-site during Schwab's training program (SSA), followed by a hybrid work schedule. </li><li style="color: black; margin-bottom: 0in;">Ability to work various shifts to serve our clients 24/7, including overnight and weekend availability.  </li></ul>Preferred Qualifications <ul><li>Previous customer service experience </li><li>Previous client relationship experience </li><li>Bachelor’s degree or higher in Finance, Economics, or related field from accredited university</li><li>Ability to adapt to changes in the market and business </li><li>Eagerness to learn about finance </li><li>Passion for service to clients </li><li>Motivation to learn about the securities industry, including the basic principles of equity, option, and mutual fund transactions</li><li>Robust communication, influencing and client engagement skills</li><li>Desire to be part of a supportive and collaborative team</li><li>Shown success navigating multiple computer applications</li></ul>#Campus  <div class=""><h2 class="job-details-subheadline">What’s in it for you</h2>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:<ul><li>401(k) with company match and Employee stock purchase plan</li><li>Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions</li><li>Paid parental leave and family building benefits</li><li>Tuition reimbursement</li><li>Health, dental, and vision insurance</li></ul></div>

Position Type: Regular <h2 class="job-details-subheadline">Your opportunity</h2> 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 service team is at the heart of our firm’s commitment to helping clients own their financial futures. In this role, you’ll learn to educate clients about investment strategies, trading tools, market mechanics, and retirement choices. You’ll engage with, and be an advocate for, clients when answering inbound calls, taking ownership, and tackling complex issues to offer the best possible solution. You’ll also take charge of your own professional journey by attending the Schwab Service Academy (SSA), which provides you with the paid training, study time, and support you need to obtain your Securities Industry Essentials and FINRA Series 7 & 63 licenses. If you are eager to pursue a career in finance, enjoy working in a team setting, and share our passion for serving clients - this role is for you.      We offer a competitive pay and bonus package. Starting compensation for this location begins at $51,400.00 during training (increases depending on related experience), plus an annual bonus opportunity of 10% of your base pay and other eligible earnings. Employees have the potential to increase their total compensation to $58,740 ($53,400 base, plus 10% bonus opportunity depending on individual/corporate performance) within their 1st year upon obtaining the required Licensing and achieving performance-based pay increases.  <h2 class="job-details-subheadline">What you have</h2> If you’re not a finance expert, that’s okay! People coming from many different experiences have found tremendous success here at Schwab. Successful candidates will have a growth mindset, a willingness to learn, and a passion for serving others.  At Charles Schwab, we strive to make a difference in people's lives through our innovative solutions and world-class service.  Required qualifications <ul style="direction: ltr; unicode-bidi: embed; margin-top: 0in; margin-bottom: 0in;" type="disc"><li style="margin-top: 0; margin-bottom: 0; vertical-align: middle; color: black;">Ability to work full time on-site during Schwab's training program (SSA), followed by a hybrid work schedule. </li><li style="margin-top: 0; margin-bottom: 0; vertical-align: middle; color: black;">Ability to work various shifts to serve our clients 24/7, including overnight and weekend availability.  </li></ul> Preferred qualifications  <ul style="direction: ltr; unicode-bidi: embed; margin-top: 0in; margin-bottom: 0in;" type="disc"><li style="margin-top: 0; margin-bottom: 0; vertical-align: middle; color: black;">Previous customer service experience  </li><li style="margin-top: 0; margin-bottom: 0; vertical-align: middle; color: black;">Previous client relationship experience  </li><li style="margin-top: 0; margin-bottom: 0; vertical-align: middle; color: black;">Bachelor’s degree or higher in Finance, Economics, or related field from accredited university </li><li style="margin-top: 0; margin-bottom: 0; vertical-align: middle; color: black;">Ability to adapt to changes in the market and business  </li><li style="margin-top: 0; margin-bottom: 0; vertical-align: middle; color: black;">Eagerness to learn about finance  </li><li style="margin-top: 0; margin-bottom: 0; vertical-align: middle; color: black;">Passion for service to clients</li><li style="margin-top: 0; margin-bottom: 0; vertical-align: middle; color: black;">Motivation to learn about the securities industry, including the basic principles of equity, option, and mutual fund transactions </li><li style="margin-top: 0; margin-bottom: 0; vertical-align: middle; color: black;">Robust communication, influencing and client engagement skills </li><li style="margin-top: 0; margin-bottom: 0; vertical-align: middle; color: black;">Desire to be part of a supportive and collaborative team </li><li style="margin-top: 0; margin-bottom: 0; vertical-align: middle; color: black;">Shown success navigating multiple computer applications </li></ul># Campus <div class=""><h2 class="job-details-subheadline">What’s in it for you</h2>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:<ul><li>401(k) with company match and Employee stock purchase plan</li><li>Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions</li><li>Paid parental leave and family building benefits</li><li>Tuition reimbursement</li><li>Health, dental, and vision insurance</li></ul></div>

Position Type: Regular <h2 class="job-details-subheadline">Your opportunity</h2> 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 service team is at the heart of our firm’s commitment to helping clients own their financial futures. In this exciting role, you’ll learn to educate clients about investment strategies, trading tools, market mechanics, and retirement choices. You’ll engage with, and be an advocate for, clients when answering inbound calls, taking ownership, and tackling complex issues to offer the best possible solution. You’ll also take charge of your own professional journey by attending the Schwab Service Academy, which provides you with the paid training, study time, and support you need to obtain your Securities Industry Essentials and FINRA Series 7 & 63 licenses. If you are eager to pursue a career in finance, enjoy working in a team setting, and share our passion for serving clients - this role is for you.      We offer a competitive pay and bonus package. Starting compensation for this location begins at $52,800 during training , plus an annual bonus opportunity of 10% of your base pay and other eligible earnings. Employees have the potential to increase their total compensation to $60,280 ($54,800 base, plus 10% bonus opportunity depending on individual/corporate performance) within their 1st year upon obtaining the required Licensing and achieving performance-based pay increases.<h2 class="job-details-subheadline">What you have</h2> If you’re not a finance expert, that’s okay! People coming from many different experiences have found tremendous success here at Schwab. Successful candidates will have a growth mindset, a willingness to learn, and a passion for serving others.  At Charles Schwab, we strive to make a difference in people's lives through our innovative solutions and world-class service.   Required qualifications  <ul><li>Ability to work full time on-site during Schwab's training program (SSA), followed by a hybrid work schedule.  </li><li style="margin: 0px; padding: 0px; font-size: 11pt; font-family: Calibri, sans-serif;" data-aria-posinset="2" data-aria-level="1">Ability to work various shifts to serve our clients 24/7, including overnight and weekend availability.   </li></ul>Preferred qualifications   <ul><li>Previous customer service experience   </li><li style="margin: 0px; padding: 0px; font-size: 11pt; font-family: Calibri, sans-serif;" data-aria-posinset="4" data-aria-level="1">Previous client relationship experience   </li><li style="margin: 0px; padding: 0px; font-size: 11pt; font-family: Calibri, sans-serif;" data-aria-posinset="5" data-aria-level="1">Bachelor’s degree or higher in Finance, Economics, or related field from accredited university  </li><li style="margin: 0px; padding: 0px; font-size: 11pt; font-family: Calibri, sans-serif;" data-aria-posinset="6" data-aria-level="1">Ability to adapt to changes in the market and business   </li><li style="margin: 0px; padding: 0px; font-size: 11pt; font-family: Calibri, sans-serif;" data-aria-posinset="7" data-aria-level="1">Eagerness to learn about finance   </li><li style="margin: 0px; padding: 0px; font-size: 11pt; font-family: Calibri, sans-serif;" data-aria-posinset="8" data-aria-level="1">Passion for service to clients </li><li style="margin: 0px; padding: 0px; font-size: 11pt; font-family: Calibri, sans-serif;" data-aria-posinset="8" data-aria-level="1">Motivation to learn about the securities industry, including the basic principles of equity, option, and mutual fund transactions  </li><li style="margin: 0px; padding: 0px; font-size: 11pt; font-family: Calibri, sans-serif;" data-aria-posinset="9" data-aria-level="1">Robust communication, influencing and client engagement skills  </li><li style="margin: 0px; padding: 0px; font-size: 11pt; font-family: Calibri, sans-serif;" data-aria-posinset="10" data-aria-level="1">Desire to be part of a supportive and collaborative team  </li><li style="margin: 0px; padding: 0px; font-size: 11pt; font-family: Calibri, sans-serif;" data-aria-posinset="11" data-aria-level="1">Shown success navigating multiple computer applications  </li></ul> #campus <div class=""><h2 class="job-details-subheadline">What’s in it for you</h2>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:<ul><li>401(k) with company match and Employee stock purchase plan</li><li>Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions</li><li>Paid parental leave and family building benefits</li><li>Tuition reimbursement</li><li>Health, dental, and vision insurance</li></ul></div>

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