採用
Pay range:
USD $162,000.00 - $222,000.00 / Year
Your opportunity
Schwab Private Client 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. Private Client Advisors work for Schwab Private Client Investment Advisory, Inc. ('SPCIA'), a registered investment advisor and an affiliate of Charles Schwab & Co., Inc.
What you have
You will have the tools, resources and support to succeed in a portfolio management environment. Specifically:
- Client relationship management software to enable seamless client interactions
- Financial Planning software designed for customized client focused portfolio solutions
- Access to third party and proprietary research to support the advice recommendations
- On-going training and commitment to your professional development
SPCIA offers a progressive benefits package along with a base plus variable bonus compensation program derived from client satisfaction, growth of the offer and client retention. In this role, we believe that the client relationship should not be compromised by commission payments that may incent product sales.
We value integrity, open communication, strong market knowledge, and a passion for client service. If you want to work with a firm that is dynamic, client focused and values your contributions by providing a successful environment for outstanding financial rewards, consider a career as a Private Client Advisor with Schwab Private Client Investment Advisory.
What's in it for you
At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package that takes care of the whole you - both today and in the future:
- 401(k) with company match and Employee stock purchase plan
- Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
- Paid parental leave and family building benefits
- Tuition reimbursement
- Health, dental, and vision insurance
総閲覧数
0
応募クリック数
0
模擬応募者数
0
スクラップ
0
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Charles Schwabについて

Charles Schwab
PublicCharles Schwab Corporation is a major American multinational financial services company that provides brokerage, banking, and financial advisory services to individual and institutional clients.
10,001+
従業員数
Westlake
本社所在地
$134B
企業価値
レビュー
4.3
10件のレビュー
ワークライフバランス
4.2
報酬
3.8
企業文化
4.1
キャリア
3.2
経営陣
4.4
78%
友人に勧める
良い点
Supportive management
Great work-life balance and flexibility
Excellent benefits and pay
改善点
Slow promotion and limited career advancement
Demanding work hours and fast-paced environment
Bureaucratic processes
給与レンジ
29件のデータ
L2
L3
L4
L5
L6
Mid/L4
L2 · Accountant L2
0件のレポート
$57,302
年収総額
基本給
$22,921
ストック
$28,651
ボーナス
$5,730
$40,111
$74,493
面接体験
7件の面接
難易度
3.0
/ 5
期間
14-28週間
内定率
28%
体験
ポジティブ 14%
普通 58%
ネガティブ 28%
面接プロセス
1
Phone Screen
2
Interview
3
Background Check
よくある質問
Phone Interview
Recruiter Screening
Technical Assessment
ニュース&話題
Schwab Imposes New Limits on RIAs Using Long-Short Strategies - AdvisorHub
AdvisorHub
News
·
1d ago
How Could Higher Oil Prices Impact the Muni Market? - Charles Schwab - Commentaries - Advisor Perspectives
Advisor Perspectives
News
·
1d ago
Schwab creates new limits to RIAs using long-short, separately managed accounts. - InvestmentNews
InvestmentNews
News
·
2d ago
Charles Schwab imposes new limits on tax-aware strategies - report - MSN
MSN
News
·
2d ago