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Working At Charles Schwab

Charles Schwab provides a platform for people to achieve better financial outcomes. With the idea of putting the client first, Charles Schwab offers a contemporary, full-service approach to helping investors build and manage their investments. The company provides investment-related products, services, and sophisticated financial planning, which combines the best of what people and technology have to offer.

When Charles Schwab came into existence 45 years ago, the company committed to investors. Even today, that commitment continues. The company believes that its success stems from when they're able to get investing right for the clients. That way, they're able to achieve their goals and be in control of their financial future. While lots of companies may say they put the client first, Charles Schwab works hard to keep the clients' best interest at the heart of everything they do.

As a result, the company was once again selected as one of FORTUNE's Top 50 World's Most Admired Companies for this year. But above all, the company knows it would not be where it is today without the help of its employees. By being recognized for this award, the company then recognized its employees for their hard work.

Diving Into the Values at Charles Schwab

The purpose at Charles Schwab is to help clients reach their goals through passion and integrity. This allows people from all levels of income and every stage of life to have the option of investing for their future. At Charles Schwab, they believe investing for the future is one of the most important things people can do for themselves and their families. That's why they take their values so seriously.

  • Earning clients' trust by treating them in an ethical, empathetic and proactive way.
  • Constantly improving the client experience through innovation that benefits clients.
  • Respecting fellow employees and reinforcing the power of teamwork.
  • Being good stewards of the Charles Schwab brand and stockholder value.
  • These values aren't just decoration for the office. The people at Charles Schwab identify with the values and carry them out every day. "Schwab is a great place for people to work who don't have a traditional financial services background, who are returning to work after maybe starting a family or even veterans because we have a tremendously supportive environment," said Amy Reback, Vice President and Regional Market Executive. "We are a company made of real people and we will train you to know as long as you have a passion for what we do and a passion for serving clients we can train the rest."

    The Culture at Charles Schwab

    Stepping Into the Client's Shoes

    The culture that has been implemented at Charles Schwab is one that really tries to understand the client's perspective. They call it "Seeing through the clients' eyes." This philosophy is based on the fact that the company believes in providing quality service, not sales. It's what drives the company's innovation and growth.

    Employees say that this means to put yourself in their shoes. To literally take off your boots and put on someone else's loafers. Others say it directly correlates with the golden rule. This culture drives employees to really think about every action they take. They stop to really take into account if they would appreciate that decision or idea if roles were reversed.

    The culture of service is also based on everyone working together as one team and seeking out challenges. The culture is what separates Schwab from the competition and makes it such a great place to work. "I chose Schwab because they supported me right away in getting licensed. I was really looking for growth and opportunity, a place where I could build a career. I've now been here for 12 years," said Taeshima White, Managing Director.

    The Benefits at Charles Schwab

    Financial Advice on the Company's Dime

    Since its inception, management at Charles Schwab has been building a business with a purpose to help clients with their financial futures. But the same goes for the employees who work there. By investing in the employees, the company strives to help employees stay healthy while providing complimentary financial advice. That advice is specific to:

  • Retirement planning
  • Investment advice
  • Debt management
  • Education planning
  • Estate planning
  • Budgeting
  • But as stated above, your financial health isn't the only thing the company promises to improve. With the Schwab's Everyday Wellness program, employees receive opportunities to become more aware of their health. The company believes that when employees are the best versions of themselves, they're better at work, home and in the community. Through this program, you're also able to earn up to $550 in Wellness Rewards.

    The company is also focused on helping you grow, whether that means professionally or personally. Through the education reimbursement, you're encouraged to pursue business-related education and training, and then you'll be reimbursed for any expenses you accrue. Additionally, Charles Schwab offers mentoring and job shadowing opportunities for employees. Through this program, you'll have access to on-the-job training and support.

    The Internship at Charles Schwab

    Getting Your Start

    The Schwab Intern Academy provides juniors, rising seniors, and graduate students the opportunity to experience Schwab's culture of service while challenging them with a structured blend of learning programs, team-building activities, networking opportunities, and enriching work projects.

    The 9-week program provides a platform for interns to work on actual business projects while receiving business-specific experiences. The interns are split into their own cohort groups that help them learn about Schwab's purpose, brand and the focus on client advocacy and community service. Through these groups they can work on individual strengths, learn how to invest their money wisely and develop a career plan. Many of the interns at Charles Schwab receive an official offer for a full-time position at the end of the internship.

    "I chose Schwab because of the friendly and collaborative work environment that I saw here as an intern," said Allison Healy, software development engineer. "I knew that Schwab was the right place for me to start my career."

    The Organization’s Mission

    To empower individual investors to take control of their financial lives, free from the high costs and conflicts of traditional brokerage firms.

    Perks of Working at Charles Schwab

    The company provides health insurance, wellness programs, 401k plan, paid vacations, employee assistance program, gym membership, employee trainings, and much more.


    Financial Services





    Founded in



    San Francisco, CA


    Organization Type


    Is This Your Company?

    The Team At Charles Schwab

    Key People
    • Charles Schwab (Chairman)
    • Walter Bettinger II (President)
    The Inside Scoop
    Charles Schwab is an investment services firm that provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries. Charles Schwab & Co., Inc. was founded in 1971 and is based in San Francisco, California. The company has more total assets than any publicly traded investment services firm in the US and is a leader in asset management and retirement planning. About 18,700 employees work at Charles Schwab.
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    The Culture At Charles Schwab

    Information provided by the company
    This is an amazing opportunity to provide impactful support to our business team. Examples of the dynamic work that you'd have the chance to contribute to are:
    Sound like a team you'd like to be a part of
    We believe that our values have helped us to build both a successful business model and an outstanding work environment.
    Schwab is seeking intelligent, passionate and driven individuals to join the ranks of the Finance Technology solution delivery team.
    Strong interest and passion for digital technology, financial services, and serving clients with passion and integrity.
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    Charles Schwab Reviews

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    Zippia UserFebruary 2021


    Zippia Official LogoZippia UserFebruary 2021

    What Do You Like About Working There?

    Benefits, work environments, working from home, interesting assignments Show More

    What DON'T You Like About Working There?

    I dont have any negative to say about my present employer. Show More

    What Are Your Favorite Benefits/Perks?

    Sabbatical, medical insurance, health savings account, vacation, work life balance Show More
    Zippia Official Logo


    Zippia UserOctober 2020


    Zippia Official LogoZippia UserOctober 2020

    What Do You Like About Working There?

    The duties that I do in my role. Show More

    What DON'T You Like About Working There?

    Not enough OT for my department. Show More

    What Are Your Favorite Benefits/Perks?

    Charles Schwab gives bonuses out to employees for good job on efficiency and making sure you are at work and working hard for there company. Show More
    Zippia Official Logo


    Zippia UserOctober 2020


    Zippia Official LogoZippia UserOctober 2020

    What Do You Like About Working There?

    The Projects Show More

    What DON'T You Like About Working There?

    The harshness that the PMO office managers had on people Show More

    What Are Your Favorite Benefits/Perks?

    Great learning tools on their internal websites Show More
    Zippia Official Logo


    Zippia UserMay 2020


    Zippia Official LogoZippia UserMay 2020

    What Do You Like About Working There?

    Great company that really cares about the clients. Ahead of all their competitors from a tech. standpoint- Innovative Show More

    What DON'T You Like About Working There?

    Every year or two, there's a re-org and you're not asked whether you want the position. You either take it or leave... Show More

    What Are Your Favorite Benefits/Perks?

    Excellent bonus structure. Reputable company. Show More
    Zippia Official Logo


    Zippia UserDecember 2019


    Zippia Official LogoZippia UserDecember 2019

    What Do You Like About Working There?

    Great work life balance, smart coworkers, great company ethics. Show More

    What DON'T You Like About Working There?

    Nothing Show More

    What Are Your Favorite Benefits/Perks?

    Smart coworkers. Show More
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    Charles Schwab Rankings

    Charles Schwab is ranked #88 on the Best Finance Companies to Work For in America list. Zippia's Best Places to Work lists provide unbiased, data-based evaluations of companies. Rankings are based on government and proprietary data on salaries, company financial health, and employee diversity.

    Read more about how we rank companies.

    Charles Schwab Salaries

    How much does Charles Schwab pay?
    The national average salary for a Charles Schwab employee in the United States is $89,967 per year. Employees in the top 10 percent can make over $152,000 per year, while employees at the bottom 10 percent earn less than $52,000 per year.
    Salary Score
    Average Employee Earnings

    Charles Schwab Salaries By Job Title

    The average employee at Charles Schwab earns a yearly salary of $89,967 per year, but different jobs can earn drastically different salaries. Some of the positions that earn high wages at Charles Schwab include managing director, investment advisor, finance vice president, and team manager. A typical managing director salary at Charles Schwab is $170,783. Other roles at Charles Schwab include cashier and administrative assistant. A cashier at Charles Schwab earns an average yearly salary of $27,761.
    Job Title
    Average Salarydesc
    Managing Director
    Salary Range130k - 223k$171k$170,783
    Investment Advisor
    Salary Range129k - 191k$157k$157,364
    Finance Vice President
    Salary Range133k - 166k$149k$149,042
    Team Manager
    Salary Range114k - 133k$124k$123,905
    Investment Consultant
    Salary Range104k - 146k$124k$123,690
    Senior Software Application Engineer
    Salary Range113k - 133k$124k$123,513
    Finance Consultant
    Salary Range104k - 138k$121k$120,608
    Team Leader
    Salary Range104k - 137k$120k$120,268
    Salesforce Developer
    Salary Range105k - 132k$118k$118,453
    Lead Technician
    Salary Range107k - 127k$117k$117,019

    Charles Schwab Careers

    On average, employees at Charles Schwab stay with the company for 4.9 years. Employees most commonly join Charles Schwab after leaving Wells Fargo. When they leave Charles Schwab, they most frequently get their next job at Wells Fargo.

    Average Length of Employment

    4.4 years
    TD Ameritrade
    3.8 years

    Top Employers Before Charles Schwab

    Top Employers After Charles Schwab

    Charles Schwab Employee Demographics

    Diversity Score
    We calculated the diversity score of companies by measuring multiple factors, including the ethnic background, gender identity, and language skills of their workforce.

    Charles Schwab Employees Education

    Of the 19,169 employees at Charles Schwab, 14.9% attended Arizona State University. Employees at Charles Schwab most frequently majored in Business, and most employees’ highest level of education is a Bachelors.

    Do you Work At Charles Schwab?

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    Charles Schwab Employee Political Affiliation

    Charles Schwab employees are most likely to be members of the Democratic Party. The largest donation made to a political party by a Charles Schwab employee was by Charles Schwab. Charles Schwab donated $5,738,900 to the Republican Party.

    Employee Political Donations

    NameascdescJob TitleascdescPartyascdescDonationascdesc
    Charles SchwabChairperson
    Charles Schwab
    Republican Party
    Republican Party
    $5,738,900Republican Party
    Walter BettingerChief Executive Officer
    Walter Bettinger
    Chief Executive Officer
    Chief Executive Officer
    Republican Party
    Republican Party
    $61,600Republican Party
    Carrie PomerantzChairperson, Board Of Directors
    Carrie Pomerantz
    Chairperson, Board Of Directors
    Chairperson, Board Of Directors
    Democratic Party
    Democratic Party
    $42,400Democratic Party
    Walt BettingerPresident/Chief Executive Officer
    Walt Bettinger
    President/Chief Executive Officer
    President/Chief Executive Officer
    Republican Party
    Republican Party
    $35,200Republican Party
    Carrie Schwab PomerantzExecutive
    Carrie Schwab Pomerantz
    Democratic Party
    Democratic Party
    $26,800Democratic Party
    Carolyn PomerantzPresident
    Carolyn Pomerantz
    Democratic Party
    Democratic Party
    $21,400Democratic Party
    Chloe SunFinance
    Chloe Sun
    Republican Party
    Republican Party
    $19,000Republican Party
    Helen SchwabBoard President
    Helen Schwab
    Board President
    Board President
    Republican Party
    Republican Party
    $13,100Republican Party
    Pamela BrewsterVice President
    Pamela Brewster
    Vice President
    Vice President
    Republican Party
    Republican Party
    $12,900Republican Party
    Steve RothschingProduct Manager
    Steve Rothsching
    Product Manager
    Product Manager
    Democratic Party
    Democratic Party
    $9,850Democratic Party
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    Charles Schwab Employment Videos

    Charles Schwab Financial Performance

    Performance Score
    We calculated the performance score of companies by measuring multiple factors, including revenue, longevity, and stock market performance.


    > $1B

    Founded in


    Organization type


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    Charles Schwab Competitors

    Competitors of Charles Schwab include Morgan Stanley, Goldman Sachs, and Federal National Mortgage Association. Employees at Morgan Stanley earn more than most of the competition, with an average yearly salary of $105,676. The employees at Goldman Sachs earn an average yearly salary of $99,431 per year, and the salaries at Federal National Mortgage Association average $97,563 per year.
    Average Salarydesc
    Morgan Stanley
    Salary Range78k - 141k$106k$105,676
    Goldman Sachs
    Salary Range77k - 127k$99k$99,431
    Federal National Mortgage Association
    Salary Range80k - 118k$98k$97,563
    Salary Range71k - 125k$95k$95,234
    State Street
    Salary Range69k - 114k$89k$88,970
    Fidelity Investments
    Salary Range66k - 111k$86k$86,379
    Ameriprise Financial
    Salary Range59k - 120k$85k$84,806
    The Bank of New York Mellon
    Salary Range62k - 110k$83k$83,066
    Raymond James
    Salary Range59k - 114k$82k$82,378
    TD Ameritrade
    Salary Range60k - 111k$82k$82,181

    Frequently Asked Questions about Charles Schwab

    When was Charles Schwab founded?

    Charles Schwab was founded in 1971.

    How many Employees does Charles Schwab have?

    Charles Schwab has 19,169 employees.

    How much money does Charles Schwab make?

    Charles Schwab generates $8.6B in revenue.

    What industry is Charles Schwab in?

    Charles Schwab is in the financial services industry.

    What is Charles Schwab's mission?

    Charles Schwab's mission statement is "To empower individual investors to take control of their financial lives, free from the high costs and conflicts of traditional brokerage firms."

    What type of company is Charles Schwab?

    Charles Schwab is a public company.

    Who are Charles Schwab's competitors?

    Charles Schwab competitors include BlackRock, TD Ameritrade, American Express, Voya Financial, The Bank of New York Mellon, State Street, Ameriprise Financial, Lincoln National, Goldman Sachs, Morgan Stanley, MetLife, Franklin Resources, Raymond James, Federal National Mortgage Association, Citigroup, Western Union, Fidelity Investments, American International Group, Capital One, JPMorgan Chase & Co..

    Who works at Charles Schwab?

    Charles Schwab (Chairman)

    Walter Bettinger II (President)

    Are You An Executive, HR Leader, Or Brand Manager At Charles Schwab?

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    Updated July 8, 2021

    Zippia gives an in-depth look into the details of Charles Schwab, including salaries, political affiliations, employee data, and more, in order to inform job seekers about Charles Schwab. The employee data is based on information from people who have self-reported their past or current employments at Charles Schwab. While we have made attempts to ensure that the information displayed are correct, Zippia is not responsible for any errors or omissions, or for the results obtained from the use of this information. The data presented on this page does not represent the view of Charles Schwab and its employees or that of Zippia.

    Charles Schwab may also be known as or be related to Charles Schwab, Charles Schwab & Co., Inc., Charles Schwab Corporation, THE CHARLES SCHWAB CORP and The Charles Schwab Corporation.