招聘
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
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关于Charles Schwab

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+
员工数
Westlake
总部位置
$134B
企业估值
评价
4.3
10条评价
工作生活平衡
4.2
薪酬
3.8
企业文化
4.1
职业发展
3.2
管理层
4.4
78%
推荐给朋友
优点
Supportive management
Great work-life balance and flexibility
Excellent benefits and pay
缺点
Slow promotion and limited career advancement
Demanding work hours and fast-paced environment
Bureaucratic processes
薪资范围
29个数据点
L2
L3
L4
L5
L6
Mid/L4
L2 · Accountant L2
0份报告
$57,302
年薪总额
基本工资
$22,921
股票
$28,651
奖金
$5,730
$40,111
$74,493
面试经验
7次面试
难度
3.0
/ 5
时长
14-28周
录用率
28%
体验
正面 14%
中性 58%
负面 28%
面试流程
1
Phone Screen
2
Interview
3
Background Check
常见问题
Phone Interview
Recruiter Screening
Technical Assessment
新闻动态
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