Advisor Relationship Specialist (Former Employee) – Phoenix, AZ – June 6, 2018
Must pass series 7 federal and state 63 exam to retain employment. In class training does not completely prepare you for exam. If you fail to pass exam on 3rd time or miss cut-off minimum you will be released.
Client Support Specialist (Current Employee) – Los Angeles, CA – May 29, 2018
While I do not work with Charles Schwab directly, I do indirectly, We work with them everyday as client support specialists with The Retirement Group. They do a wonderful job helping us with our clients. It is always pleasure to speak with them and our clients have nothing but great things to say. Based on the upbeat and professional attitudes I have encountered, it must be a great place to work.
Fantastic attitudes, great culture, client first mentality
Registered Representative (Former Employee) – Phoenix, AZ – May 25, 2018
Worked at Schwab for nearly 3 years as a Registered Rep. The compensation was very low, and the job was grueling. Far too much emphasis placed on time-adherence and other numbers. Low overall morale in the building.
Banking Specialist (Former Employee) – Phoenix, AZ – May 21, 2018
The main issues I had with Charles Schwab was the lack of career advancement and that it was clear by the vision of upper management that the banking side of the business was not a priority when it came to further developing the services or capabilities of the department.
Retirement Specialist (Current Employee) – Phoenix, AZ – May 18, 2018
Depending on your department, you will learn a lot! I have learned a ton about finance and retirement accounts, which I knew nothing about to start. There are a lot of phone calls that come in and you need to be able to handle frantic and frustrated clients, especially during year end and tax season.
Modis Contractor (Former Employee) – Phoenix, AZ – May 17, 2018
a typical day was sitting at a cubical staring at a computer all day, using multiple software and had to be very attentive, organized and work closely with colleague to meet all deadlines for the day. it was a great place to work at the company shows they really care about there employees and clients. the promote health and wellbeing, always doing things for employees to make life easier and just to show they care. its a really cool place to work at if you like an office environment. there was always something new to learn and the benefits provided are wonderful. everything there in trained in house since they have there own system they work with, class are also available to become license, Over all it was a great place to work at. just depends on if that's your type of job.
Senior Marketing Manager - Capital Markets (Former Employee) – San Francisco, CA – May 15, 2018
It has been too many years since I have been there to have an accurate view. At the time, I enjoyed it very much and felt supported. however, I have heard the culture has changed dramatically in the years since I was there.
Financial Crimes Investigator (Former Employee) – Lone Tree, CO – May 14, 2018
CS is okay. I worked as a contractor. The training was awful and I felt as though I came from a very similar institution doing the exact same task, they assume you are prepared to be fed to the "wolves". They set you up to either succeed or fail. Very little individual support. I believe overall, had I not been a contractor I would have stayed with the organization.