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

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Charles Schwab Response
1w
Thanks for noting the perks and benefits, we are glad they have been meaningful. It is encouraging to hear you have felt supported by the people around you and experienced strong management and balance. At the same time, career growth and development conversations remain important in helping employees build long-term careers. Balanced feedback like this helps us understand where the experience is working well and where support still needs to grow. We will make sure this input is shared through the right channels.

Explore other reviews about Charles Schwab

5.0
7 June 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
23 June 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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