It’s a career path Melisa Benavidez never really expected to take.  But nearly 20 years after she started at Charles Schwab in Indianapolis, she knows it was the right one to follow.

“It’s been a company that has changed my life,” says Melisa.  “It changed my perception of life.  I have had the chance to learn so much at Schwab.”

It’s that passion for learning that has led Melisa to success at Charles Schwab.  She started as a customer service representative and has worked her way up through the organization earning her masters of business administration from Indiana Wesleyan University, and her CERTIFIED FINANCIAL PLANNER certification along with her Certified Wealth Strategist designation.

“It’s one of the many reasons I always try to mentor others,” says Melisa.  “Schwab has given me so much.  It’s such an inspiring company.  You feel really empowered when you work here.  You feel like you’re on top of the world.”

These days, Melisa works as a senior team manager in Schwab Private Client overseeing teams that support clients in Chicago and Wisconsin.    Melisa particularly enjoys working with women clients and feels that she’s able to see things from their perspective as they negotiate through life’s changes and challenges. 

Melisa also loves family life outside of work and enjoys cooking for them.  She and her boyfriend, who also works at Schwab, love to travel to Mexico and go deep sea fishing.

 “I chose Schwab.  But really, I feel honored that Schwab chose me.”

That’s Melisa’s Schwab Story.  What’s yours? Start your job search today

 

 


Schwab Private Client™ ("SPC") is a non‐discretionary investment advisory service sponsored by Charles Schwab & Co., Inc. ("Schwab"). Schwab Private Client Investment Advisory, Inc. ("SPCIA") is a registered investment advisor and provides portfolio management for the SPC service. Schwab and SPCIA are affiliates and are subsidiaries of The Charles Schwab Corporation.

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Charles Schwab & Co., Inc. is an equal opportunity and affirmative action employer committed to diversifying its workforce. It is Schwab's policy to provide equal employment opportunities to all employees and applicants without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), gender identity or expression, national origin, ancestry, age, disability, legally protected medical condition, genetic information, marital status, sexual orientation, protected veteran status, military status, citizenship status or any other status that is protected by law.

The Charles Schwab Corporation provides a full range of securities, brokerage, banking, money management, and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (“Schwab”), Member SIPC, offers investment services and products, including Schwab brokerage accounts. Its banking subsidiary, Charles Schwab Bank (member FDIC and an Equal Housing Lender), provides deposit and lending services and products.

Schwab Advisor Services™ serves independent investment advisors and includes the custody, trading, and support services of Schwab. Independent investment advisors are not owned, affiliated with, or supervised by Schwab. Schwab Retirement Plan Services, Inc. provides recordkeeping and related services with respect to retirement plans.