CHARLES SCHWAB EXPERIENCE - Financial Services Representative Charles Schwab Employee Review

5.0
Jan 12, 2023
Recommend
CEO approval
Business Outlook

Pros

Great salary and bonus structure. Fantastic benefits. Generous PTO. Completely remote in the beginning and then went to limited hybrid role, one day per week on campus. Excellent training and mentorship from management. Managers are very supportive for career progression. Full pay for 5 weeks of remote exam prep. It's a wonderful experience for finance industry beginners!

Cons

30 minute lunch and two 15 minute breaks, even for 10 hour shifts. While working remote that is not a problem. My schedule was 4X10 and we had Wednesdays off and weekends which was an added bonus. no other cons!

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Charles Schwab Response
3y
Thank you for your feedback! We appreciate you taking the time to share your input. We value and appreciate your hard work at Schwab!

Explore other reviews about Charles Schwab

5.0
Jun 7, 2026
Recommend
CEO approval
Business Outlook

Pros

Lots of learning opportunities with opportunities for growth.

Cons

Limited to RM role for promotion, where you get stuck in that role.

2.0
Jun 23, 2026
Anonymous employee
Recommend
CEO approval
Business Outlook

Pros

There are a few great managers here, but they are few and far between. Good amount of sick pay.

Cons

Underpaid for the role. Just another cog in the machine to get tasks done. If you don’t have seniority, but are being mistreated by individuals who are more senior, be ready to shoulder the blame for errors even if you are new. The lack of training is astounding, especially for some departments that are expanding. Lots of koolaid drinking. If you care about being kind and authentic, be careful which team you land with. Take your time during the interview process.

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