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Charles Schwab & Co. Work Values

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Daily Duties at Charles Schwab & Co.:

Responsible for the management of Investment Consultants. Will also have management responsibility for supervisory and operations/ sales support staff. Oversees the sale of personal investment services and products within the company such as mutual fund, fixed income, wrap, insurance and annuity products. Responsible for insuring compliance to all applicable regulations. Series 24,7,4,53,66 registrations required, insurance license(s) preferred. Responsible for ensuring that all business transactions and practices within the assigned geographic territory comply with all regulatory requirements and the Code of Conduct. Typically in a Region with gross investment revenue of $10 to $19 million and with greater than 20 to 45 Investment Consultants.


What they like about Charles Schwab & Co.:

Organizations with strong, centralized leadership are particularly attractive to you. You require a work environment with leadership that aggressively seeks to expand and grow the business and does so in a visible and decisive manner. In general you prefer to work in an environment in which there is a strong link between leadership, its actions, and a strong set of company-wide values.



Information about Charles Schwab & Co.


Company Rank: Not Available

Average length of employment : 4 years

Average salary of employees: $89,500

These are some of the questions we asked our climbers about their experiences with Charles Schwab & Co.:

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Were your performance expectations clearly communicated?

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Were you recognized for meeting or exceeding expectations?

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Did you feel like your personal contribution was important?

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Was your career path clearly outlined and discussed?

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I would recommend this as a place of employment.
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I believe in the purpose of this organization.
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I would work for this organization again.
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I feel employees are fairly compensated.
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