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Charles Schwab

Item: Charles Schwab
Rating: 3.5
Author: Anonymous

49 Employee Ratings

49 Ratings

53% Verified

3.5

Unclaimed Profile

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RepVue Score

0

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High Quota Attainment

Charles Schwab quota attainment is better than the industry average

High Score for Professional Development and Training

Charles Schwab is in the 84th percentile for Professional Development and Training

Culture and Leadership

3.1

48th%of Finance orgs

#199of 378 Finance orgs

Base Compensation

3.2

48th%of Finance orgs

#198of 378 Finance orgs

Incentive Compensation Structure

3.1

47th%of Finance orgs

#201of 378 Finance orgs

Product - Market Fit

4.2

82nd%of Finance orgs

#65of 378 Finance orgs

Professional Development and Training

3.7

84th%of Finance orgs

#58of 378 Finance orgs

Inbound Lead / Opportunity Flow

3.6

79th%of Finance orgs

#78of 378 Finance orgs

Diversity and Inclusion

3.7

39th%of Finance orgs

#232of 378 Finance orgs

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About Charles Schwab

Dallas, TX

Charles Schwab is a different kind of investment services firm – one that strives to disrupt the status quo of the traditional Wall Street approach on behalf of our clients. We believe...More

Percent that Attain Quota?

Goodof team members typically hit their quota

Finance Industry Average

49%

Global Average

44%

What percent of sales reps hit quota at Charles Schwab?

Approximately 59% of reps at Charles Schwab meet or exceed their annual quota based on ratings submitted in the past year.

View quota attainment by role

Quota Attainment at Charles Schwab

Salaries

Job Role

Median Base Pay

Median OTE

Top Performer

Customer Success ManagerSalary data from 5 ratings

Base Pay$55k

OTE$75k

Top Performers$123k

Account ManagerSalary data from 5 ratings

Base Pay$75k

OTE$110k

Top Performers$332k

Sales Development RepresentativeSalary data from 5 ratings

Salaries at Charles Schwab

Reviews

Former Employee

3.6

Sep 29, 2025

Overall Schwab sales offers a flexiable lifestyle with decent cash comp. Downside is there is little equity value since stock grants are small

Useful

Former Employee

2.6

Apr 23, 2025

They are knowledge able, but they rely too much on a silo or vertical and are unable to truly help clients or firms or other industry leaders be able to help anyone. This is because they are forced to transfer and apply a by the books, very limited view of what they should be taking ownership of. Client Success and relationship management took a large hit with the...Read More

Useful

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Reviews at Charles Schwab

Employee Ratings

53%

Job Categories

Account Executive

34%

Customer Success

22%

Account Management

20%

SDR / BDR

12%

Leadership Roles

Other

Employee Status

Ratings submitted by current employees

35%

Ratings submitted by former employees

65%

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Charles Schwab has an overall employee rating of 3.5 out of 5 and a RepVue score of 81.47. They are ranked #113 out of all Finance organizations.

Charles Schwab has a rating of 3.1 out of 5 for culture and leadership. They are ranked #2,945 in this category out of 6,151 companies.

Charles Schwab has a rating of 4.2 out of 5 for Product - Market Fit and is ranked #65 out of 378 Finance companies.