11 Apr 2022
Charles Schwab Brea reviews
4.0
99% would recommend to a friend
Rick Wurster
Not enough data to show CEO approval
99% positive business outlook
Reviews by job title
3 reviews
4.0
13 Nov 2021
Recommend
CEO approval
Business outlook
Pros
Great company culture, support and benefits
Cons
No flexibility in schedule in the branches
1.0
8 Mar 2016
Financial Consultant and CFP(R)
Former employee, more than 8 years
Brea, CA
Recommend
CEO approval
Business outlook
Pros
Most likely you will find good co-workers in the branch with the exception of the manager who likely has zero experience as a Financial Consultant or in consultative sales generally, has little actual management experience of experienced sales professionals, and is too young to understand how to effectively interpret complicated nuanced communications--something that can only be learned by having significant consultative sales experience.
Cons
See above re Manager lack of experience. Micro management is now on steroids as is check the box criteria that have zero beneficial results for the client but since the firm invested money in some technology it must be used extensively even if it is a waste of time and energy. They no longer care more about revenue production than all else. They care more about conforming to the latest dictate from above. For multiple years, 2014 and 2015, I was the #1 producer in my branch, the only CFP(r) despite compensation claw backs and reduced benefits but since I did not play the politics and kiss the ring of the under qualified manager I was terminated without just cause.
