5.0
May 28, 2026
Positive changes and great career opportunities ahead
Current employee, less than 1 year
Richardson, TX
Recommend
CEO approval
Business Outlook
Pros
Wow. Night and day difference after partnering with Charles Schwab and leaving their previous relationship. The people there are resentful if you look at the recent negative reviews this month. To be honest, I’d be upset too if all of my clients followed the CEO so I don’t blame them. Training was just ok but seems to have taken a huge step in the right direction since the transition. Career pathing is awesome and they have plans to expand into multiple markets by the end of next year which takes things to another level too. They even pay for leads to help supplement building our book and we can use AI now!!
Cons
Don’t come here if you are negative or lazy.