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Workplace Financial Solutions.

Our Workplace Financial Services (WFS) organization helps connect employers and independent advisors to Schwab’s wide range of products, services, and support. Whether it’s stock and retirement plan options, 401k services, employee monitoring programs, or preparing for a public offering – in WFS, we focus on providing companies with tools that enable financial wellness for every employee in their organization.

The WFS team is a part of our larger Client Service & Support org and is comprised of Retirement Plan Services (RPS), Stock Plan Services (SPS), and Designated Brokerage Services (DBS). Below, you can read insights into what each department does and how they support our clients every day.

Schwab Jobs Workplace Financial Services 401k Roth Roadmap


Retirement Plan Services

Supporting and enabling the financial wellness of an entire organization? That is just another day in the life of our Retirement Plan Services (RPS) team. We provide comprehensive 401k services to corporations so their employees are equipped to pursue their financial goals.

From entry level roles (with no license required) to career-defining leadership positions, there’s something for everyone. So, if you’re interested in retirement services, relationship management, trading operations, business strategy, record keeping, trust & custody, or participant education - RPS could be the right fit for you!

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In RPS, we staff licensed and unlicensed reps. If gaining licensure is something that interests you, we have training opportunities available.

Ready to check out our current RPS openings?

Click the Search jobs button and try one of these keyword phrases: "RPS" , “Retirement Plan Services” , or “Retirement Services.”

Stock Plan Services

Our Stock Plan Services (SPS) team manages equity awards and stock purchase plans for large publicly traded and pre-IPO companies. We also provide full service and support for participants to help promote learning, reviewing, and exercising equity awards.

If you have a passion for helping people pursue their financial goals through 401k service, Employer Stock Purchase Plans (ESPP), grant acceptance tracking, financial planning, or educating plan participants – explore opportunities with SPS!


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Financial licensure is required to trade equities or stocks. While we do hire unlicensed talent, any Schwabbie involved in trading will be required to pass the Securities Industry Essentials (SIE) Exam and gain applicable FINRA licensure.

Ready to check out our current SPS openings?

Click the Search jobs button and try one of these keyword phrases: "SPS" , “Stock Plan Services” , or “Participant Plan.”

Designated Brokerage Services

Empower trades while protecting businesses and employees with our Designated Brokerage Services (DBS) team. Through powerful technology and strong support, we help monitor trade activity so we can proactively minimize risk and keep our clients safe.

If you have a knack for platform technology, financial regulations, support and consultation – DBS is the team for you!

Charles Schwab Workplace Financial Services Consultant

Want to learn more? Visit Workplace Financial Services to see how we’re helping today’s workforce take control of their financial future.

Ready to check out our current DBS openings?

Click the Search jobs button and try one of these keyword phrases: “DBS” , “Designated Brokerage Services” , or “Employee Trading.”