Charles Schwab Employee Reviews for Private Client Manager

"Good Company, but inadequate leadership at some levels"

What do you like about working at Charles Schwab?

"Platform, its clients, client support, technology, and the income I had there."

Do you have any tips for others interviewing with this company?

"The book of business that they offer is theirs and theirs alone. So while you can make a good living, if they leave you out in the cold, like they did with me, a sole-breadwinner and father of three, you will have no portable book of business to show for it. I would just give strong consideration to building your own book if you can....it may take longer, but its YOUR business that you take when you leave. This is not the case at Schwab. Believe me I know, I worked for Schwab twice. Once in a call center and once as an advisor in a branch."

What don't you like about working at Charles Schwab?

"I was let go on a whim, fairly soon after being sent down to be part of a panel to discuss my success with new employees and train them. New regional vice president with no brokerage experience, only banking, made sweeping cuts without consideration. Unforgiveable."

What suggestions do you have for management?

"Coach your managers to be better at helping advisors get off to a great start and be proactive in that success. I was told I was doing great, was sent to train others because of my success, beat my target after being put on action plan due to wife having our 3rd child and father having heart attack. There was no common sense and understanding as to why my numbers were down. But thats ok, my anger has been channeled into making me a CFA Candidate and a sucess elsewhere."