Investor Services

We help millions of individuals be financially fit

Through Investor Services, Schwab helps individuals and their families make the most of their money. Whether it’s preparing for retirement, saving for a college education, planning charitable giving, administering an estate, investing actively, or managing their banking and lending needs, Investor Services can help.

 

Most careers in Investor Services are based nationwide, in more than 300 Schwab branches or at regional service centers in Austin, Denver, Indianapolis, Orlando and Phoenix. Key positions include:

 

When searching for open positions, look for jobs in the "Investor Services" enterprise in categories such as  Banking, Brokerage, Business Development & Sales, International, Marketing, Product Development and Trading,

 

What Our Employees Say...

Eric AldamaWhat motivated me to join Schwab was the focus on client relationships. That’s what I wanted more of—not just being a stock jockey, but really doing what’s best for the client.  My clients are diverse. I work with retirees, busy professionals and business owners. These are intelligent people who can manage their own portfolios, but want to use their time doing other things. So they depend on me to do it for them. They quickly learn that I do not work on trade commissions. I think it’s a surprise to some people—that there’s a difference between someone like me and my counterparts at other firms.

Eric Aldama, Financial Consultant in Folsom, CA

 Lisa Chu

My first job with Schwab was with the international side of the business. I’m fluent in Mandarin and understand the needs of the immigrant community. If you’re an immigrant, as I am, it’s very important to find a person or company you can trust. Today, as a financial consultant, I have many clients who are first or second generation immigrants. They are looking for various services and don’t always understand their options. Frequently they’ll call me and say “Here’s what someone told me. Should I do this?” They know I’m looking out for their best interests. I know how good it feels when you find someone you can trust.

Lisa Chu

Financial Consultant in Cupertino, CA

 (0308-5234)