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.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>

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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 Stock Plan Services (SPS) provides a variety of solutions to large, publicly traded companies for the administration of their Equity Compensation plans, including stock options, restricted stock, and employee stock purchase programs. SPS offers solutions for the administration of these plans up to and including full outsourcing capabilities for the recordkeeping and employee services. Our mission is to provide a world class experience for our clients and to provide the opportunity for the employees of our corporate clients to achieve their financial goals. SPS Participant Services works with participants of more than 124 corporate equity compensation plans, helping to transact and provide education on their equity awards, inspire ownership of their financial futures, and deepen their relationship with Charles Schwab. As a Stock Plan Services Financial Services Professional, you will have an opportunity to:<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;">Provide a personalized service experience to stock plan participants while facilitating transactions for stock option awards, restricted stock units & awards, stock appreciation rights, and employee stock purchase plans</li><li style="margin-top: 0; margin-bottom: 0; vertical-align: middle;">Receive in-depth education and training on equity awards and plan administration, confidently delivering service as a knowledgeable professional</li><li style="margin-top: 0; margin-bottom: 0; vertical-align: middle;">Demonstrate energy, compassion, and problem-solving skills while delivering unparalleled value and outstanding service to domestic and international Participants via the phone, handling approximately 20 to 40 inbound calls per day (this is a phone-based relationship with Participants)</li><li style="margin-top: 0; margin-bottom: 0; vertical-align: middle;">Connect and engage with participants to gain an understanding of their financial needs, goals, and objectives</li><li style="margin-top: 0; margin-bottom: 0; vertical-align: middle;">Encourage a long-term relationship with Schwab by finding opportunities to introduce Schwab offerings and guide them to the proper solutions</li><li style="margin-top: 0; margin-bottom: 0; vertical-align: middle;">Collaborate with internal business partners and team members to resolve sophisticated client inquiries, and develop knowledge of Schwab products and services</li></ul><h2 class="job-details-subheadline">What you have</h2> To ensure that we fulfill our promise of “challenging the status quo,” this role has specific qualifications that successful candidates should have.  Required Qualifications <ul style="margin-top: 0in;"><li>Ability to work full time on-site during Schwab's training program, followed by a hybrid work schedule. </li><li>Ability to work various shifts to serve our clients, including Monday-Friday anytime between 7:00 am– 9:00pm ET availability.</li></ul> Preferred Qualifications  <ul style="margin-top: 0in;"><li>FINRA Series 7, 63 preferred or must be obtained as a condition of employment.</li><li>Previous customer service and/or 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>Robust communication, influencing and client engagement skills </li><li>Passion for service and developing client relationships</li><li>Current knowledge or motivation to learn about equity compensation</li><li>Strong organizational skills and ability to quickly navigate through resources</li><li>Ability to strategically prioritize a variety of objectives</li><li>Shown success navigating multiple computer applications </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>

Participant Services Specialist – Stock Plan Support

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 Stock Plan Services (SPS) provides a variety of solutions to large, publicly traded companies for the administration of their Equity Compensation plans, including stock options, restricted stock, and employee stock purchase programs. SPS offers solutions for the administration of these plans up to and including full outsourcing capabilities for the recordkeeping and employee services. Our mission is to provide a world class experience for our clients and to provide the opportunity for the employees of our corporate clients to achieve their financial goals. SPS Participant Services works with participants of more than 124 corporate equity compensation plans, helping to transact and provide education on their equity awards, inspire ownership of their financial futures, and deepen their relationship with Charles Schwab. As a Stock Plan Services Financial Services Professional, you will have an opportunity to:<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;">Provide a personalized service experience to stock plan participants while facilitating transactions for stock option awards, restricted stock units & awards, stock appreciation rights, and employee stock purchase plans</li><li style="margin-top: 0; margin-bottom: 0; vertical-align: middle;">Receive in-depth education and training on equity awards and plan administration, confidently delivering service as a knowledgeable professional</li><li style="margin-top: 0; margin-bottom: 0; vertical-align: middle;">Demonstrate energy, compassion, and problem-solving skills while delivering unparalleled value and outstanding service to domestic and international Participants via the phone, handling approximately 20 to 40 inbound calls per day (this is a phone-based relationship with Participants)</li><li style="margin-top: 0; margin-bottom: 0; vertical-align: middle;">Connect and engage with participants to gain an understanding of their financial needs, goals, and objectives</li><li style="margin-top: 0; margin-bottom: 0; vertical-align: middle;">Encourage a long-term relationship with Schwab by finding opportunities to introduce Schwab offerings and guide them to the proper solutions</li><li style="margin-top: 0; margin-bottom: 0; vertical-align: middle;">Collaborate with internal business partners and team members to resolve sophisticated client inquiries, and develop knowledge of Schwab products and services</li></ul><h2 class="job-details-subheadline">What you have</h2> To ensure that we fulfill our promise of “challenging the status quo,” this role has specific qualifications that successful candidates should have.  Required Qualifications <ul style="margin-top: 0in;"><li>Ability to work full time on-site during Schwab's training program, followed by a hybrid work schedule. </li><li>Ability to work various shifts to serve our clients, including Monday-Friday anytime between 7:00 am– 9:00pm ET availability.</li></ul> Preferred Qualifications  <ul style="margin-top: 0in;"><li>FINRA Series 7, 63 preferred or must be obtained as a condition of employment.</li><li>Previous customer service and/or 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>Robust communication, influencing and client engagement skills </li><li>Passion for service and developing client relationships</li><li>Current knowledge or motivation to learn about equity compensation</li><li>Strong organizational skills and ability to quickly navigate through resources</li><li>Ability to strategically prioritize a variety of objectives</li><li>Shown success navigating multiple computer applications </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>

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(s). Schwab Retirement Plan Services provides third party recordkeeping and retirement plan administration to midsized and large employers nationwide. Schwab believes that the provider matters, and we are committed to the financial fitness of all participants and clients. We assist plan sponsors to ensure that the plans are operated in accordance with the Internal Revenue Code and ERISA, following the IRS and DOL regulations and the plan provisions.  What you are good at: <ul><li>Preparing ADP/ACP testing, Top Heavy testing, Coverage testing, 401(a)(4) Nondiscrimination testing, Form 5500 and Form 8955-SSA within the statutory timelines established by the code. </li><li>Performing tests on the largest\most complex plans, and functioning as a primary liaison with ERISA Consulting, external clients and Relationship Managers for more complex ERISA Compliance testing issues</li><li>Assisting clients with preparation of allocations of employer contributions and specialized testing. </li><li>Partnering closely with Relationship Management and other teams to assist with higher level client issues and to assist with external auditor requests. </li><li>Serving as direct contact with plan sponsors and their external auditors to add value and retain clients. </li><li>Leading efforts to improve, develop, implement training programs and procedures. </li><li>Serving as a resource for less experienced staff and complete peer review of assigned work. </li><li>Taking on additional project leadership responsibilities.</li></ul>NOTE: This position will have a start date of April 6th, 2026 <h2 class="job-details-subheadline">What you have</h2> To ensure that we fulfill our promise of "challenging the status quo," this role has specific qualifications that successful candidates should have.  Required Qualifications: <ul><li>4-7 years in the qualified retirement plan industry, with significant direct experience in providing ERISA Compliance testing and reporting services</li><li>Thorough knowledge of the IRS & DOL Code and Regulations, and experience with complex non-discrimination testing, including 401(a)(4), 410(b), and 414(s). </li><li>Excellent problem-solving skills, strong verbal and written communication skills, high comfort level with Microsoft Excel, and ability to meet stringent deadlines</li><li>Project Leadership </li></ul>Preferred Qualifications:<ul><li>Bachelor’s degree in Accounting, Math or Finance</li><li>ASPPA QKA, QPA or CPC Designation</li><li>Experience with Actuarial Systems Corporation (ASC) Testing\5500 software</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>

Retirement Plans ERISA Compliance, Manager

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 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.<h2 class="job-details-subheadline">What you have</h2>  Required Qualifications:<ul><li>CFP® designation or CFA® designation </li><li>Bachelor’s degree</li><li>Active and valid FINRA Series 7 license <ul><li>May be obtained with a 120-day condition of employment</li></ul></li><li>Active and valid FINRA Series 66 license required <ul><li>May be obtained with a 120-day condition of employment</li></ul></li><li>Five or more years of advisory experience, including creating and customizing financial plans and portfolios for clients. </li></ul><h2 style="margin: 15.0pt 0in 7.5pt 0in;">Preferred Qualifications:</h2><ul><li>Five or more years working directly with clients in the financial services industry highly preferred</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>

Senior Manager, 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.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 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><li>Bachelor’s degree </li><li>Active FINRA Series 7 license <ul><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><li>Active FINRA Series 66 license <ul><li>(May be obtained within the first 120 days)</li></ul></li><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></ul><h2 style="margin: 15.0pt 0in 7.5pt 0in;">Preferred Qualifications</h2><ul><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>

Wealth Advisor, Schwab Wealth Advisory

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