Strong management with fair pay and great balance - Associate Wealth Advisor Charles Schwab Employee Review

5.0
4 May 2026
Recommend
CEO approval
Business outlook

Pros

Fair pay, excellent work-life balance and strong management

Cons

Lacks the upside of RIAs

Explore other reviews about Charles Schwab

5.0
1 Jun 2026
Recommend
CEO approval
Business outlook

Pros

- Great Work & Life Balance. - Paid Licensing -Great place to network

Cons

No cons to give here

3.0
28 Apr 2026
Recommend
CEO approval
Business outlook

Pros

Decent offices, good but not great comp packages relative to other FinTech options in my city. Amazing co-workers and an interesting product suite. Solid tech if a bit long in the tooth. It's great working for a winning team and Schwab is nothing if not a success story in the discount brokerage industry. It's telling that despite leaving on something of a downbeat I am still a loyal customer.

Cons

I was there at the worst possible time probably; I was acquired along with the rest of TDAmeritrade (which I think I gave 4 or maybe even 5 stars: lost my history with the Indeed/Glassdoor migration), and in addition to the dysfunction that follows any such M&A activity there was ... COVID. I found that where TDA had done a great job of treating "Human resources" as people Schwab saw us more as Resources. Very top-down, very my way or the highway. Schwab was more base-pay centric while TDA was more entrepreneurial with it's comp and other benefits.

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