Great work-life balance with paid licensing - Financial Services Representative Charles Schwab Employee Review

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.

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.

Excellent launch point for a successful career in finance Opportunity for promotion GREAT colleagues Managers are amazing Meaningful professional development time: Schwab is huge and there are lots of departments you can have very successful careers in. There are coaches you can speak to for career guidance, and you are allocated a certain number of hours per quarter to explore/think about/develop your career. Good work life balance NO COLD CALLING

Inbound call center role with many different KPIs. It can be difficult to consistently meet all of them month over month, but if you do, you will be rewarded. You will be expected to put out fires for upset clients, which doesn't happen too often, but can be difficult. Licensing exams are usually a condition of employment depending on which call center you work in. The exams are not easy and some struggle to pass them.