Top 8 Charles schwab Jobs in Bethesda, Md

Client Relationship Manager - Bethesda, MD
Charles Schwab —Bethesda, MD
- $91,000 - $139,500 a year
- Mid-level
- Office
- Supervising experience
- Paid parental leave
- Employee stock purchase plan
Investment Consultant - Tysons Corner, VA
Charles Schwab —Tysons Corner, VA
- $68,300 - $97,900 a year
- Mid-level
- Office
- Business development
- Paid parental leave
- Employee stock purchase plan
8d
VP, Assistant Branch Manager - Gaithersburg, MD
Charles Schwab —Gaithersburg, MD
- $104,600 - $174,800 a year
- Background check
- Office
- Bachelor's degree
- Paid parental leave
- Employee stock purchase plan

Discover related jobs

Based on your search for charles schwab jobs.

Financial Advisor
Edward Jones —Chesapeake Beach, MD
As a financial advisor with Edward Jones, you’ll develop and grow your own practice, supported by your branch team, a home-office team and other regional…
$45,000 - $100,000 a year
Financial Advisor
Edward Jones —Dunkirk, MD
As a financial advisor with Edward Jones, you’ll develop and grow your own practice, supported by your branch team, a home-office team and other regional…
$45,000 - $100,000 a year

I want to receive the latest job alert for charles schwab in bethesda, md

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

charles schwab jobs near bethesda, md

Client Relationship Manager - Bethesda, MD

Charles Schwab -
Bethesda, MD

Apply Now

Job Details

$91,000 - $139,500 a year

Benefits

Paid parental leave
Employee stock purchase plan
Health insurance
Dental insurance
401(k)
Tuition reimbursement
Adoption assistance
Parental leave
Vision insurance
401(k) matching
Sabbatical

Qualifications

Customer communication
Employee relationship building
Series 7
Stakeholder relationship building

Full Job Description

Bethesda, MD

Requisition ID 2026-122753 Category Retail Branch Position type Regular Pay range USD $91,000.00 - $139,500.00 / Year Application deadline 2026-08-17

Your 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 a Client Relationship Manager, (CRM), you play an essential and impactful leadership role that informs the daily operational success of the local branch. You are the first point of contact at the branch and will work cross-functionally with other branch team members and partners across the firm to deliver exceptional experiences for our clients. You will assistthe Branch Manager and sales/support staff with meeting our clients’ needs, resolving customer escalations, helping to deepen both internal and external client relationships, and acting as the Branch Manager in their absence. Your responsibilities also will include coordinating and maintaining the branch paperwork and operations flow, as well as implementing, training, and supporting new processes adopted by the firm. This is a role where you can bring your passion for mentorship and developing client service professionals to a firm that will value your contributions and champion your growth.

To learn more about our client offerings visit: Charles Schwab - Investor Services

What you have

Required qualifications

Bachelor's degree or equivalent work-related experience
A valid and active Series 7 license required
A valid and active Series 63 license required
A valid and active Series 9/10 (8) license required (may be obtained within a 90 day condition of employment)
3+ years’ experience with customer service
3-5 years in a security/financial services capacity

Preferred qualifications

Notary
2+ years’ experience in a management/supervisory capacity
Outstanding written and oral communication skills Previous experience in a direct client-facing role
Strong financial acumen, especially regardingbrokerage regulations and rules that govern client accounts
Demonstrated experience handling client concerns and issues with tact and diplomacy
Ability to work independently and effectively as part of a team, while prioritizing multiple tasks and responsibilities simultaneously
Ability to build and maintain good cross-enterprise working relationships

What’s in it for you

At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact.

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 plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance

Facebook
LinkedIn
X
Email

Eligible Schwabbies receive

Medical, dental and vision benefits
401(k) and employee stock purchase plans
Tuition reimbursement to keep developing your career
Paid parental leave and adoption/family building benefits
Sabbatical leave available after five years of employment

Apply Now

Refine Your Search

charles schwab jobs in bethesda, md

Client Relationship Manager - Bethesda, MD

Investment Consultant - Tysons Corner, VA

VP, Assistant Branch Manager - Gaithersburg, MD

Discover related jobs

I want to receive the latest job alert for charles schwab in bethesda, md

Explore jobs in more locations

Your opportunity

What you have

What’s in it for you

Share:

Eligible Schwabbies receive

Medical, dental and vision benefits

401(k) and employee stock purchase plans

Tuition reimbursement to keep developing your career

Paid parental leave and adoption/family building benefits

Sabbatical leave available after five years of employment

Job Seeker Tools

Employer Tools

Browse

Stay Connected