Jobs at Schwan's Company

This Vice President level role within Schwab's branch team focuses on managing existing client practices and providing comprehensive wealth management guidance. The position involves developing holistic financial plans covering retirement, investment, and estate planning while building lasting relationships through trust and strategic communication. Key responsibilities include consolidating client assets, generating referrals, and leveraging internal specialist teams to help clients achieve their financial goals. The role appeals to professionals seeking a supportive culture that prioritizes personal and professional growth, offering flexible work options and extensive development resources. Candidates will join a collaborative environment dedicated to transforming the finance industry while enjoying a robust benefits package that includes sabbaticals and tuition reimbursement.

The VP, Branch Manager role serves as a critical leadership position within Schwab's local market operations, guiding a team of financial professionals to deliver investment guidance and support. Key responsibilities include inspiring the team, driving branch revenue growth, expanding the client base, and implementing strategic sales initiatives through coaching, performance management, and compliance oversight. This opportunity appeals to candidates seeking a culture that champions professional growth, continuous learning, and collaborative problem-solving. The position offers a comprehensive benefits package including retirement matching, paid time off, and sabbatical options, supporting a balanced career in a firm dedicated to transforming the finance industry.

This senior management role within Schwab Wealth Advisory focuses on delivering personalized, fee-based investment solutions to clients with complex financial needs. The position involves acting as a fiduciary to manage portfolios, create customized financial plans, and mentor junior team members while leveraging a wide range of investment products. The role appeals to professionals seeking to deepen their wealth management expertise within a collaborative culture that values innovation and continuous learning. It offers a hybrid work arrangement that balances in-office collaboration with flexibility, supported by comprehensive benefits including a 401(k) match, sabbatical opportunities, and tuition reimbursement.

This senior management role within the Wealth Advisory department focuses on guiding a team of Private Client Advisors to deliver personalized, fee-based investment solutions. Key responsibilities include managing client relationships, utilizing specialized financial planning software to create customized portfolio strategies, and leveraging proprietary research to support investment advice. The position is appealing due to a culture that prioritizes integrity and continuous professional development without commission-driven sales pressures. The role offers a hybrid work arrangement that balances remote flexibility with in-person collaboration, supported by a comprehensive benefits package including a 401(k) match, sabbatical opportunities, and tuition reimbursement.

This VP-level Financial Consultant role at Schwab focuses on guiding clients through wealth management and financial planning within a collaborative branch team environment. Key responsibilities include managing existing client practices, developing holistic strategies for retirement and estate planning, and growing the portfolio through networking and referrals. The position appeals to professionals seeking a supportive culture that values innovation and trust, offering significant opportunities for professional development and career advancement. The role provides flexible work options and access to comprehensive benefits designed to support both personal and professional growth.

This full-time Senior Data Analyst role within the Wealth Management division at Incedo focuses on bridging complex financial data with business strategy in Austin. The position involves deep data discovery and profiling to ensure accuracy across portfolio and transaction systems, translating intricate business requirements into precise data logic and validation rules. Key responsibilities include writing advanced SQL queries to analyze financial metrics, validating data pipelines, and developing clear reporting frameworks for investment teams. The role appeals to professionals seeking to leverage their expertise in wealth management data while working in a collaborative environment that values analytical depth and direct stakeholder engagement.

This role serves as a Wealth Advisor Consultant within Schwab Advisor Services, focusing on the strategic Ultra High Net Worth (UHNW) offering. The position involves acting as a trusted advocate for independent registered investment advisors by delivering consultative engagement to uncover unique client needs and goals. Key responsibilities include leveraging specialized wealth management capabilities to tailor solutions, articulating differentiated value to help advisors distinguish their practices, and driving strategic growth within the RIA community. The role is appealing due to its focus on high-impact relationship building, the opportunity to champion a visible strategic initiative, and a supportive culture that empowers professional growth. The position requires on-site work four days a week at locations in Westlake, Texas, or Orlando, Florida.

This Manager, Client Service role oversees daily operational functions within a fast-paced wealth management environment. The position involves managing workflows for account openings and maintenance across major custodians, reviewing money movement transactions, and serving as the primary liaison between wealth teams and external partners. Key responsibilities include delegating tasks to ensure smooth execution, managing quarterly projects, and fostering a culture of accountability and continuous improvement. The role appeals to candidates seeking professional growth within an innovative workplace that values diversity, teamwork, and work-life balance. The position requires a bachelor's degree and five to seven years of experience in financial operations, with proficiency in platforms like Wealthscape and Charles Schwab.

The Manager, Client Service role oversees daily operational functions within a fast-paced wealth management environment. Key responsibilities include inputting and reviewing money movement transactions, managing account opening and maintenance workflows for various account types, and serving as the primary liaison between wealth teams and custodians to resolve issues. The position also involves delegating tasks, managing quarterly projects, and fostering a collaborative team culture. This opportunity appeals to candidates seeking professional growth within an innovative workplace that values diversity, work-life balance, and community engagement. The role requires a blend of financial operations expertise and strong project management skills to support team performance and continuous improvement.

This full-time Manager role within the Treasury Capital Analytics & Reporting team at Charles Schwab leads the firm's capital forecasting process for CCAR and internal stress testing. Key responsibilities include developing and governing forecast methodologies for capital and balance sheet drivers, coordinating cross-functional inputs across Finance and Risk teams, and producing regulatory-ready analytics and narratives for senior management. The position offers the appeal of working within a premier financial services environment that champions innovation and integrity, providing opportunities to drive process automation and impact strategic capital decisions. The role requires advanced analytical skills and offers a collaborative setting for professionals dedicated to transforming the finance industry.

This full-time Associate role supports the Client Advisory team at Pathstone's Bellevue office, focusing on client operations and administrative excellence within a partner-owned advisory firm. Key responsibilities include preparing custodian paperwork for account openings and fund subscriptions, serving as a primary information point for external professionals, and acting as the backup for front desk duties such as mail processing and office maintenance. The position appeals to candidates seeking a collaborative culture that values professional growth through committee participation and learning resources. The role offers a comprehensive benefits package and operates within a flexible, team-oriented environment that prioritizes integrity and client trust.