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Individual investors have a broad range of financial needs. 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.
Working directly with investors, we provide financial guidance and advice to help individuals and their families create, implement and monitor their financial plans. Learn more about the types of jobs available in Investor Services:
What Our Employees Say...
 What 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
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)
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