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Charles Schwab
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  • VP, Financial Consultant - Pleasanton, CA  

    - Alameda County
    Position Type: RegularYour opportunityAt Schwab, you’re empowered to m... Read More
    Position Type: RegularYour opportunityAt Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. Schwab’s branch team is at the heart of our firm’s commitment to helping clients own their financial futures. In this exciting role, you’ll give clients financial guidance while forming lasting relationships built on trust, respect, and reaching a common goal. You’ll also have the ability to take charge of your own professional journey with our supportive, nurturing culture and diverse set of career opportunities.  As a Financial Consultant at Schwab, you will be procured with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time, you’ll grow your practice holistically through client asset consolidation, networking, and earning client referrals. If you currently have your securities license, enjoy working in a team setting, and share our passion for serving clients - this role is for you. What you haveRequired Qualifications:  A valid and active FINRA Series 7 license required   Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job.     Preferred Qualifications:  Ability to build strong relationships, engage and encourage trust, and deepen the client relationship by applying a focused client communication strategy, and exceeding client expectations.   Strong candidates will also learn to leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your client’s progress toward achieving their goals.   Openness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning Ability to adapt and implement change as the market and business conditions evolve   Passion for community engagement to share and engage clients in discussion about market conditions, sound investing principles, and the ideal wealth and long-term investment strategies for their personal situation  Desire to provide an outstanding investor experience in additional to furthering your own professional development in Wealth Management.   What’s in it for you: At Schwab, we’re committed to empowering our employees’ personal and professional success. Our flexible work options, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry.   We offer a competitive benefits package that takes care of the whole you – both today and in the future:  Base salary401(k) with company match and Employee stock purchase plan  Paid time for vacation, volunteering, and a 4-week sabbatical after 5 years of service  Paid parental leave and family building benefits  Tuition reimbursement  Health, dental, and vision insuranceInvestment Professionals' Compensation | Charles SchwabPursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing. You will be required to register and to submit to the required SAFE Act background check and registration processIn addition to the salary range, this role is also eligible for bonus or incentive opportunities. What’s in it for you At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry.We offer a competitive benefits package that takes care of the whole you – both today and in the future:401(k) with company match and Employee stock purchase planPaid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positionsPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance Read Less
  • Investment Consultant - Little Rock, AR  

    - Pulaski County
    Position Type: RegularYour opportunity At Schwab, you’re empowered to... Read More
    Position Type: RegularYour opportunity At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.   As an Investment Consultant (IC) at Schwab, you have the opportunity to learn and grow within our Branch Network at the ground floor. The first foray into the path towards becoming a Financial Consultant (FC) at Schwab, the IC role provides the exposure and experience required to advance in this challenging space. You’ll learn what it takes to build a book of business through proactive, outbound calls to existing Schwab clients, uncovering opportunities through needs-based analysis and positioning appropriate products and solutions. You’ll observe our skilled FCs and learn how to deliver unparalleled value and service through collaboration and mentoring. If you are seeking the first step towards a rich and rewarding career in financial consulting, look no further than Schwab’s Investment Consultant role.    What you have Required Qualifications: A valid and active Series 7 license is required (license may be obtained under a condition of employment through Branch Network Licensing Program)   A valid and active Series 66 (63/65) license required (license(s) may be obtained under a condition of employment)   A valid and active Life and Health Insurance license is required (may be obtained under a condition of employment)     Preferred Qualifications: 2 years of experience in the financial services industry Ability to leverage Business development experience Passion for gaining knowledge of brokerage/banking products and services Openness to build strong client relationships  Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing. You will be required to register and to submit to the required SAFE Act background check and registration process  What’s in it for you At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry.We offer a competitive benefits package that takes care of the whole you – both today and in the future:401(k) with company match and Employee stock purchase planPaid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positionsPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance Read Less
  • Senior Financial Planner  

    - Orange County
    Position Type: RegularYour opportunityAt Schwab, you’re empowered to m... Read More
    Position Type: RegularYour opportunityAt Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified locations. Investor Advice Solutions consists of Schwab Wealth Advisory, Centralized Service & Operations and Wealth Strategies Consulting Group. Schwab Wealth Advisory is a premier, fee based and non-discretionary investment advisory solution providing clients with a personal relationship, specialized service and ongoing advice built on Schwab’s approach to investing. The Centralized Service & Operations group supports Fixed Income and Schwab Wealth Advisory clients as the client facing phone teams. The Wealth Strategies Consulting Group addresses complex wealth management needs of clients through our Planning and Wealth Strategy teams. Additionally, they provide specialized products to meet income generation, risk mitigation, and liquidity needs.   Our opportunity:Deliver comprehensive financial plans for the most sophisticated and complex client situations.  Expert level knowledge and experience in delivering advice surrounding all critical wealth management issues.  Provide strategic insight into initiatives and projects in order to help strengthen the Schwab Wealth Advisory offer.  Deliver presentations in partner and client public speaking events. Cross enterprise subject matter expert to support business development, field integration and executive service initiatives. Mentor, coach, and support the growth of financial planning acumen with partners including Financial Consultants and Portfolio Consultants as appropriate. Role requires expert-level comprehensive financial planning advice. Has broad cross-functional and business stakeholder influence and in-depth knowledge of comprehensive financial planning and wealth management disciplines, including estate planning, risk management and retirement income planning.  Possess highly effective communication skills, emotional intelligence and the ability to work with clients in both large and small group settings.  Act as a leader within the team and among business partners with influence that extends beyond the SWA specialty team sphere. What you are good at:As a Senior Financial Planner with Schwab Wealth Advisory, you will engage with partners and clients to understand the goals, wishes, and concerns of clients so that they can successfully plan their financial future. You will work with clients to provide confidence and clarity regarding their overall financial lives and provide impactful recommendations that ill benefit and help strengthen their overall plan. Planning Quickly build rapport with clients and conduct discovery conversations to better understand their holistic financial needs. Demonstrate the value and importance of partnering with a CFP® professional on an ongoing basis.Partner with clients to create, review and refine their overall financial roadmap and deliver their personalized financial plan.Provide ongoing support for our clients beyond the initial appointment, including updating their financial plan to reflect changes in life and financial circumstance and determining the client’s ongoing appropriateness for the recommended investment allocation solution.PartneringProactively engage partners to create awareness around our most comprehensive financial planning abilities.Ensure a seamless delivery of our comprehensive wealth management approach while leveraging additional partners and resources as appropriate.Time management / organization / ability to utilize new technologies. Proven track record to manage multiple tasks and priorities to ensure that an accurate final plan is delivered to each client/prospect in a timely manner.Ability to coordinate meetings and presentations with business partners and clients.Conduct follow-up appointment activities and connect clients with additional Schwab specialists and services What you haveTo ensure that we have fulfilled our promise of "challenging the status quo," this role has specific qualifications that successful candidates should have.We place a premium on high performance, quality service and the ability to execute our strategy. Essential skills include: Master’s level or equivalent Financial Planning-related designationCFP® designation is required.Active and valid FINRA Series 7 license required.Active and valid FINRA Series 63/65 or 66 requiredBachelor’s degree required.Minimum of 5 years financial services experience in addition to 2 years Financial Planning experiencePassion for financial planning to help clients manage their financial futures and build stronger relationships with clients.Ability to articulate the value and importance of financial planning services.Knowledge and ability to move clients through complete and complex financial planning cycle.Ability to work effectively with internal and external partners to address clients/prospects financial needs and goals.Excellent communication skills and ability to effectively communicate complex topics to clients.Strong client services skills and ability to anticipate and resolve problems on own initiative.Embrace an entrepreneurial and self-starter mentality.Able to quickly learn new technology and utilize a variety of data and systems in order to proactively identify solutions to client financial needs.Strong analytical skills and attention to detail in order to adhere to policies, procedures and guidelines.Proven work ethic with a high level of integrity to build trust with our clients and internal partners.Collaborative and relationship-focused work style with demonstrated success in a team-based environment.Open to ongoing coaching and development to achieve positive client outcomes and achieve professional career aspirations. In addition to the salary range, this role is also eligible for bonus or incentive opportunities.What’s in it for youAt Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.We offer a competitive benefits package that takes care of the whole you – both today and in the future:401(k) with company match and Employee stock purchase planPaid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positionsPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance Read Less
  • Senior AI Engineer - AI Incubation  

    - San Francisco County
    Position Type: RegularYour opportunityAt Schwab, you’re empowered to m... Read More
    Position Type: RegularYour opportunityAt Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified work location. At the heart of innovation at Schwab, the Artificial Intelligence (AI) Incubation and Enablement Team is where cutting-edge ideas come to life. Our mission is to develop new and novel AI applications that transform the way Schwab serves its clients, enhancing experiences and driving value across the organization. We don’t just solve today’s challenges, we anticipate tomorrow’s opportunities, pioneering solutions that position Schwab as a leader in financial services innovation.  The AI Incubation and Enablement team is looking for a talented, technical, hands-on Senior Engineer to drive the development of innovative AI solutions. This position will be focused on making significant contributions to the team in development practices, operational standards and platform evolution while driving rapid, iterative software development using Large Language Models.  The Senior Engineer on the AI Incubation and Enablement team is a hands-on development position. You will be a strong developer on the team with deep technical knowledge as well as the ability to help other team members in solving complex technical issues. You will work closely with architects, technologists, and business partners to align with the team and organization technology strategies. You will mentor junior engineers on platform and application solutions and will focus on building strong technology practices on the team.  You have a bias for action and are good at finding a way to make progress and execute even in the face of technical challenges. You are constantly learning about new technologies with continuous innovation and adoption of new standards and best practices. This is an opportunity to be a part of a cutting-edge team respected for products and platforms used across multiple Schwab organizations.What you haveRequired Skllls: Bachelor's degree or advanced degrees in Computer Science or related field. 8+ years of software development experience and 4+ years of experience as a hands-on senior engineer in startups and large organizations. 5+ years of experience building complex products from scratch and running them in production. 3 + years of experience building applications that use AI models to deliver business value. 3+ years of experience building applications and data pipelines that interface with large datasets. 3+ years of experience with containers and cloud-native applications, and the ability to operationalize them in the public cloud with infrastructure as code. Preferred Skills: Strong computer science fundamentals and experience working across different parts of the tech stack. Focus on quality in everything you do. Continue to raise the bar and drive others to deliver high-quality products, with experience writing tests at all levels of the test pyramid. Strong communication skills – you balance written and verbal communication to clearly share your perspective with others on the team. Experience mentoring junior engineers and helping them grow their technical skills through clear feedback and code reviews. Demonstrated mindset of continuous learning and improvement. Ability to solve complex problems with ambiguous or incomplete data in highly distributed systems. Demonstrated business domain knowledge related to all products you have worked on. Curiosity about new technologies and processes – you always seek to improve yourself and everyone around you and proactively seek and share knowledge with others on your team. Experience working with LLMs and shipping LLM-powered applications to production is a big plus. Experience with Python, Java and Angular preferred but not required. In addition to the salary range, this role is also eligible for bonus or incentive opportunities. What’s in it for youAt Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.We offer a competitive benefits package that takes care of the whole you – both today and in the future:401(k) with company match and Employee stock purchase planPaid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positionsPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance Read Less
  • Position Type: RegularYour opportunityAt Schwab, you are empowered to... Read More
    Position Type: RegularYour opportunityAt Schwab, you are empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location(s). In Schwab Cybersecurity Services (SCS), Office of CISO, we provide platforms, services, and security operations capabilities which enable the firm to produce successful client and shareholder outcomes securely and safely. Securing our IT assets, data, and access to applications is the core of who we are and what we do.  We ensure only the appropriate entities have access to IT resources and that we adhere to best practices and standards to ensure a safe and compliant environment is maintained.  Identity and Access Management has an opening for a Sr. Security Engineer, Identity and Access Management, to deliver and manage large, complex Identity and Access Management programs in the area of Identity Governance & Administration. The individual will ensure adherence to policy and provide leadership to the implementation of leading-edge technology to position the organization for success – improving efficiency, increasing security posture, and supporting growth of the firm’s Identity and Access Management (IAM) Program. What you’ll do:Work as Identity Governance & Administration (IGA) engineer for SailPoint & Oracle suite of products for the IAM team to build, execute & deploy Access management solutions.Work with Governance, Security Architecture & Business application teams to design & demonstrate the architectural designs.Co-ordinate with Scrum Masters, Project managers, Business Analysts, Support & Operations leads and rollout the solutions from design to production.Technical experience in programming and scripting languages such as Python, JavaScript is preferred. Develop Custom IGA solutions using SailPoint & Java frameworks.Review IAM Security polices standards, guidelines, and procedures.Work closely with IAM Organization to deliver the proposed solutions and provide strategic technical direction across the teamWork closely with peer groups to achieve Organizational objectivesOverall accountability for technical document delivery, technical support, and hands on technical workOversee adherence to applicable Security Controls, Policies and Standards; partner with business owners and technology groups to synchronize plans to remediate gapsStrong knowledge of Agile Scrum principles and practicesAbility to lead and facilitate Scrum ceremoniesWhat you haveRequired QualificationsBachelor’s degree in Computer Science or a related field is required.8+ years’ experience in Information Security field, Information Technology fieldDirect experience working within SailPoint Suite of products OR other IGA technologies.Experience on major projects or activities like upgrades, migration, enhancements, customizations, security remediations, etc., on Identity Governance & Administration productsExperience with developing Rest API's & Angular frameworks.8+ years’ experience in Java, J2EE, Python, Perl Scripts or any other programing languageExperience with multiple LDAP user repositoriesAbility to effectively communicate with technical and non-technical audiences, both oral and written skills are requiredExperience in gathering requirements, documenting, and assessing information for implementing information security policies and standards is requiredStrong interpersonal, analytical, problem-solving, influencing, prioritization, decision-making and conflict resolution skillsStrong initiative; self-starter; self-directed; ability to multi-taskCertification in Agile methodologies, like Certified Scrum Master (CSM) or Professional Scrum Master (PSM).SAFe certification and Kanban certification are a plus.Ability to work collaboratively with cross-functional teams.Prior knowledge of Agile project management tools, such as Jira.Preferred QualificationsCISSP, CISM, or equivalent certification is preferredIn addition to the salary range, this role is also eligible for bonus or incentive opportunities.What’s in it for youAt Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.We offer a competitive benefits package that takes care of the whole you – both today and in the future:401(k) with company match and Employee stock purchase planPaid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positionsPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance Read Less
  • Position Type: RegularYour opportunityAt Schwab, you’re empowered to m... Read More
    Position Type: RegularYour opportunityAt Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.   As an Assistant Branch Manager (ABM) within Schwab’s Branch Network, you have the unique opportunity to center your work around development and growth – for your clients, your team, and yourself. In collaboration with, and under the guidance of, the Branch Manager, you will develop and implement a comprehensive local business plan focused on growth of market share and client assets. As a branch leader, you will coach a driven team of branch professionals, attending to performance management and employee engagement.  In more than 300 branch offices in 45 U.S. states, you'll find Branch Managers leading and coaching their teams as they work directly with our clients to achieve their financial goals. As an ABM, you are on a direct path to become a Branch Manager, a critical leader role within our Investor Services organization, which is responsible for helping individuals and families with their financial goals, including retirement planning, charitable giving, estate planning, active investing or managing banking and lending needs. If you are seeking the next step in your career as a leader within wealth management, this may be the role for you.What you haveRequired Qualifications: Bachelor’s degree or equivalent work-related experience   A valid and active Series 7 license required  A valid and active Series 66 (63/65) license required (may be obtained within a 90 day condition of employment)  A valid and active Series 9/10 (8) license required (may be obtained within a 90 day condition of employment)  Since this is a development role, those that are hired into his position need to be flexible to relocate across the network when a manager role becomes available.   Preferred Qualifications: A minimum of 5 years in the financial services industry with leadership experience preferred  Ability to provide ongoing employee coaching, development, and recognition  Demonstrated business development experience with a strong drive for results Passion to focus on retention and development of top talent through coaching, performance management, and employee engagement.  Openness to build and deepen relationships with clients, within the community and within Schwab to achieve desired results A valid and active Life and Health Insurance license (may be obtained within a 120 day condition of employment)  CFP® designation is preferred Strong brokerage and industry knowledge   In addition to the salary range, this role is also eligible for bonus or incentive opportunities.What’s in it for you At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry.We offer a competitive benefits package that takes care of the whole you – both today and in the future:401(k) with company match and Employee stock purchase planPaid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positionsPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance Read Less
  • Investment Consultant - Cincinnati, OH  

    - Hamilton County
    Position Type: RegularYour opportunityAt Schwab, you’re empowered to m... Read More
    Position Type: RegularYour opportunityAt Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.   As an Investment Consultant (IC) at Schwab, you have the opportunity to learn and grow within our Branch Network at the ground floor. The first foray into the path towards becoming a Financial Consultant (FC) at Schwab, the IC role provides the exposure and experience required to advance in this challenging space. You’ll learn what it takes to build a book of business through proactive, outbound calls to existing Schwab clients, uncovering opportunities through needs-based analysis and positioning appropriate products and solutions. You’ll observe our skilled FCs and learn how to deliver unparalleled value and service through collaboration and mentoring. If you are seeking the first step towards a rich and rewarding career in financial consulting, look no further than Schwab’s Investment Consultant role.   What you have Required Qualifications: A valid and active Series 7 license is required (license may be obtained under a condition of employment through Branch Network Licensing Program)   A valid and active Series 66 (63/65) license required (license(s) may be obtained under a condition of employment)   A valid and active Life and Health Insurance license is required (may be obtained under a condition of employment)     Preferred Qualifications: 2 years of experience in the financial services industry Ability to leverage Business development experience Passion for gaining knowledge of brokerage/banking products and services Openness to build strong client relationships  Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing. You will be required to register and to submit to the required SAFE Act background check and registration process What’s in it for you At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry.We offer a competitive benefits package that takes care of the whole you – both today and in the future:401(k) with company match and Employee stock purchase planPaid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positionsPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance Read Less
  • ETL QA Engineer - Hybrid  

    - Douglas County
    Position Type: RegularYour opportunityAt Schwab, you’re empowered to m... Read More
    Position Type: RegularYour opportunityAt Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. We Believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location(s). We are looking for a QA Engineer with strong DW/ETL testing experience. This role requires 10+ years of overall experience with at least 8 years as a Quality Engineer in Data warehouse and ETL. The QA Engineer role is a high visibility role to collaborate with junior quality engineers that are collectively responsible for creating test plans, and execute functional, regression and automated testing for all new development and critical enhancement projects in Schwab Data. Core responsibilities include creating test strategy, effort estimation, planning and coordinating functional and end to end testing activities across all impacted teams. The Sr. QA Engineer will also ensure that quality issues and defects are appropriately identified, documented, tracked and resolved. What you'll do:  Participate in PI planning, review requirements specifications and technical design documents to provide timely and meaningful feedback to Product Owners and DEV teamsEstimate, prioritize, plan and coordinate testing activities for the assigned portfolioForward Plan the release test windows/cycles across a portfolioCreate Test strategy and update the strategy for each scheduled new development projects, enhancement projects and break fixesReview high level test scenarios and socialize the same with all stake holders and collaborate with the junior QA team members to create detailed, comprehensive and well-structured test plans and test cases for the assigned projectsEnsure that team catalogs and maintain test scenario libraryDrive the team to create detailed, comprehensive and well-structured test plans and test cases for the assigned projectsEnsure that the team runs all planned functional test cases for new projects/enhancements projects and performs thorough regression testing when bugs are resolvedIdentify, record, document thoroughly and track/triage defects and resolve all open defectsDesign, develop and execute test automation scriptsIdentify/manage risks and resolves issues that affect release scope, schedule and qualityMonitor UAT/Prod defect leakage and ensure that UAT defect validations in QA region are planned/prioritized and ensure that critical project timelines are not impactedPresent testing results and progress to all stake holders and provide QA signoff Be an SME for automation tools used by QA team for all DEV teams and respond to any consultation request raised by anyone from DEV teamsWhat you haveRequired Qualifications:10+ years of overall experience with at least 8 years as a Quality Engineer in Data warehouse and ETLExperience in working on large scale data engineering projectsExperience in testing Data Warehouse ETL applications specifically using IICS/PowerCenter Experience in cloud technologies specifically in GCPExperience in python scriptingExperience writing/understanding SQL queries/scripts to test data flow and perform data analysis.Experienced in Unix and have basic knowledge in writing shell scripts Experience in reviewing testing strategies and engineering best practices related to software test engineering, and implementing the same for both manual and automated testingExperience in root cause analysis and defect diagnosis techniquesExperience with implementation of test automation for data warehouse testingDocumented experience working in AgileAdvanced knowledge of software development life cycleDemonstrated ability to coordinate cross-functional work teams toward task completionDemonstrated effective collaboration, negotiation and analytical skillsAdvanced written and verbal communication skillsStrong troubleshooting skillsAbility to work independently within a quickly changing environment with strict deadlines; to effectively prioritize and execute tasks in a high-pressure environmentAbility to summarize and present test results and progress to key stake holdersExceptional customer service orientation and able to build relationships across the organization Preferred Qualifications:Experience in using Agile tools such as Jira, Rally etc.Highly knowledgeable in DevOps Concepts and hands on experience in using CI/CD tools such as Jenkins, Bitbucket etc.General knowledge including Microsoft Office products such as MS Word, MS Excel, Excel macros etc.Working experience in Control MExperience performance testing expertise and using Performance Testing/monitoring tools such as JMeter, AppDynamics etc. In addition to the salary range, this role is also eligible for bonus or incentive opportunities.What’s in it for youAt Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.We offer a competitive benefits package that takes care of the whole you – both today and in the future:401(k) with company match and Employee stock purchase planPaid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positionsPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance Read Less
  • Senior Financial Planner  

    - Cook County
    Position Type: RegularYour opportunityAt Schwab, you’re empowered to m... Read More
    Position Type: RegularYour opportunityAt Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified locations. Investor Advice Solutions consists of Schwab Wealth Advisory, Centralized Service & Operations and Wealth Strategies Consulting Group. Schwab Wealth Advisory is a premier, fee based and non-discretionary investment advisory solution providing clients with a personal relationship, specialized service and ongoing advice built on Schwab’s approach to investing. The Centralized Service & Operations group supports Fixed Income and Schwab Wealth Advisory clients as the client facing phone teams. The Wealth Strategies Consulting Group addresses complex wealth management needs of clients through our Planning and Wealth Strategy teams. Additionally, they provide specialized products to meet income generation, risk mitigation, and liquidity needs.   Our opportunity:Deliver comprehensive financial plans for the most sophisticated and complex client situations.  Expert level knowledge and experience in delivering advice surrounding all critical wealth management issues.  Provide strategic insight into initiatives and projects in order to help strengthen the Schwab Wealth Advisory offer.  Deliver presentations in partner and client public speaking events. Cross enterprise subject matter expert to support business development, field integration and executive service initiatives. Mentor, coach, and support the growth of financial planning acumen with partners including Financial Consultants and Portfolio Consultants as appropriate. Role requires expert-level comprehensive financial planning advice. Has broad cross-functional and business stakeholder influence and in-depth knowledge of comprehensive financial planning and wealth management disciplines, including estate planning, risk management and retirement income planning.  Possess highly effective communication skills, emotional intelligence and the ability to work with clients in both large and small group settings.  Act as a leader within the team and among business partners with influence that extends beyond the SWA specialty team sphere. What you are good at:As a Senior Financial Planner with Schwab Wealth Advisory, you will engage with partners and clients to understand the goals, wishes, and concerns of clients so that they can successfully plan their financial future. You will work with clients to provide confidence and clarity regarding their overall financial lives and provide impactful recommendations that ill benefit and help strengthen their overall plan. Planning Quickly build rapport with clients and conduct discovery conversations to better understand their holistic financial needs. Demonstrate the value and importance of partnering with a CFP® professional on an ongoing basis.Partner with clients to create, review and refine their overall financial roadmap and deliver their personalized financial plan.Provide ongoing support for our clients beyond the initial appointment, including updating their financial plan to reflect changes in life and financial circumstance and determining the client’s ongoing appropriateness for the recommended investment allocation solution.PartneringProactively engage partners to create awareness around our most comprehensive financial planning abilities.Ensure a seamless delivery of our comprehensive wealth management approach while leveraging additional partners and resources as appropriate.Time management / organization / ability to utilize new technologies. Proven track record to manage multiple tasks and priorities to ensure that an accurate final plan is delivered to each client/prospect in a timely manner.Ability to coordinate meetings and presentations with business partners and clients.Conduct follow-up appointment activities and connect clients with additional Schwab specialists and services What you haveTo ensure that we have fulfilled our promise of "challenging the status quo," this role has specific qualifications that successful candidates should have.We place a premium on high performance, quality service and the ability to execute our strategy. Essential skills include: Master’s level or equivalent Financial Planning-related designationCFP® designation is required.Active and valid FINRA Series 7 license required.Active and valid FINRA Series 63/65 or 66 requiredBachelor’s degree required.Minimum of 5 years financial services experience in addition to 2 years Financial Planning experiencePassion for financial planning to help clients manage their financial futures and build stronger relationships with clients.Ability to articulate the value and importance of financial planning services.Knowledge and ability to move clients through complete and complex financial planning cycle.Ability to work effectively with internal and external partners to address clients/prospects financial needs and goals.Excellent communication skills and ability to effectively communicate complex topics to clients.Strong client services skills and ability to anticipate and resolve problems on own initiative.Embrace an entrepreneurial and self-starter mentality.Able to quickly learn new technology and utilize a variety of data and systems in order to proactively identify solutions to client financial needs.Strong analytical skills and attention to detail in order to adhere to policies, procedures and guidelines.Proven work ethic with a high level of integrity to build trust with our clients and internal partners.Collaborative and relationship-focused work style with demonstrated success in a team-based environment.Open to ongoing coaching and development to achieve positive client outcomes and achieve professional career aspirations. In addition to the salary range, this role is also eligible for bonus or incentive opportunities.What’s in it for youAt Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.We offer a competitive benefits package that takes care of the whole you – both today and in the future:401(k) with company match and Employee stock purchase planPaid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positionsPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance Read Less
  • Position Type: RegularYour opportunityAt Schwab, you are empowered to... Read More
    Position Type: RegularYour opportunityAt Schwab, you are empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location(s). In Schwab Cybersecurity Services (SCS), Office of CISO, we provide platforms, services, and security operations capabilities which enable the firm to produce successful client and shareholder outcomes securely and safely. Securing our IT assets, data, and access to applications is the core of who we are and what we do.  We ensure only the appropriate entities have access to IT resources and that we adhere to best practices and standards to ensure a safe and compliant environment is maintained.  Identity and Access Management has an opening for a Sr. Security Engineer, Identity and Access Management, to deliver and manage large, complex Identity and Access Management programs in the area of Identity Governance & Administration. The individual will ensure adherence to policy and provide leadership to the implementation of leading-edge technology to position the organization for success – improving efficiency, increasing security posture, and supporting growth of the firm’s Identity and Access Management (IAM) Program. What you’ll do:Work as Identity Governance & Administration (IGA) engineer for SailPoint & Oracle suite of products for the IAM team to build, execute & deploy Access management solutions.Work with Governance, Security Architecture & Business application teams to design & demonstrate the architectural designs.Co-ordinate with Scrum Masters, Project managers, Business Analysts, Support & Operations leads and rollout the solutions from design to production.Technical experience in programming and scripting languages such as Python, JavaScript is preferred. Develop Custom IGA solutions using SailPoint & Java frameworks.Review IAM Security polices standards, guidelines, and procedures.Work closely with IAM Organization to deliver the proposed solutions and provide strategic technical direction across the teamWork closely with peer groups to achieve Organizational objectivesOverall accountability for technical document delivery, technical support, and hands on technical workOversee adherence to applicable Security Controls, Policies and Standards; partner with business owners and technology groups to synchronize plans to remediate gapsStrong knowledge of Agile Scrum principles and practicesAbility to lead and facilitate Scrum ceremoniesWhat you haveRequired QualificationsBachelor’s degree in Computer Science or a related field is required.8+ years’ experience in Information Security field, Information Technology fieldDirect experience working within SailPoint Suite of products OR other IGA technologies.Experience on major projects or activities like upgrades, migration, enhancements, customizations, security remediations, etc., on Identity Governance & Administration productsExperience with developing Rest API's & Angular frameworks.8+ years’ experience in Java, J2EE, Python, Perl Scripts or any other programing languageExperience with multiple LDAP user repositoriesAbility to effectively communicate with technical and non-technical audiences, both oral and written skills are requiredExperience in gathering requirements, documenting, and assessing information for implementing information security policies and standards is requiredStrong interpersonal, analytical, problem-solving, influencing, prioritization, decision-making and conflict resolution skillsStrong initiative; self-starter; self-directed; ability to multi-taskCertification in Agile methodologies, like Certified Scrum Master (CSM) or Professional Scrum Master (PSM).SAFe certification and Kanban certification are a plus.Ability to work collaboratively with cross-functional teams.Prior knowledge of Agile project management tools, such as Jira.Preferred QualificationsCISSP, CISM, or equivalent certification is preferredIn addition to the salary range, this role is also eligible for bonus or incentive opportunities.What’s in it for youAt Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.We offer a competitive benefits package that takes care of the whole you – both today and in the future:401(k) with company match and Employee stock purchase planPaid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positionsPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance Read Less

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