Charles Schwab is a leading financial services firm offering investment, banking, and advisory services.
Strong culture, flexible schedule and family oriented.
Expectations on CS&S and Trader services is to be on the phone continuously for 8-10 hours a day with two 15 minute breaks and a 30 minute lunch.
This role is not for the person who is not passionate about serving their clients in the areas of Financial Planning, Estate Planning, and Investment Planning. Practice sizes are rather large. It would be nice if the firm could shrink that number down to 160 Households for a slight work life balance improvement.
Workplace flexibility and downwards communication.