Get to know what a Schwab franchise is all about.

Combine your financial advisor experience and expertise with a proven business model that gives you the independence you want and the support you need to build and deepen client relationships. That's the Schwab franchise.

Take the First Step

You know that opportunity you've been waiting for? This is it.

A Schwab franchise lets you be both a financial advisor and a business owner. In other words, you can focus on doing what's best for your clients while Schwab provides you with the technology infrastructure, modern wealth management offering, and robust resources that building a scalable business requires.

Why do franchise owners feel this model works? We'll let them explain.

Becky Proske on the Schwab brand

Becky Proske on the Schwab brand

Schwab is one of the most trusted names in the investment world. But what does that mean for your business?

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Upbeat music plays throughout.
Onscreen text:
The name on the door matters.
Charles Schwab Franchise owner Becky Proske explains what it means for business.
Becky [off-screen]: I think one of the most impactful things about owning a Schwab franchise is the brand.
Onscreen text:
I think 1 of the most impactful things about owning a Charles Schwab franchise is the brand.
A blonde woman in business attire appears, and two thought bubbles pop up containing the words "I think." The text "1 of the most" appears and is abruptly shattered by the word "impactful," accompanied by the text "things about owning a." The Charles Schwab logo replaces the text, followed by the word "franchise." The logo is then pushed aside by an arrow containing the text "is the brand."
Becky: You don't necessarily understand it until you are inside the branch…
Onscreen text:
You don't necessarily understand it until you are inside the branch
An animated Schwab office pops up, complete with a tree and an "Open" sign. The office grows bigger until the text "inside the branch" becomes visible on the inside.
Becky: …and you understand people just love coming to Schwab.
Onscreen text:
and you understand people just love coming to Charles Schwab
The text enlarges until office furniture and decorations appear. A door opens to reveal the Charles Schwab logo.
Becky: They trust Schwab.
Onscreen text:
They trust Charles Schwab
The text "They trust" pushes the Schwab logo to the right, with the "u" in "trust" appearing as a padlock being locked.
Becky: It's unlike anything I've ever seen before.
Onscreen text:
It's unlike anything I've ever seen before.
The text appears, with the word "unlike" repeating upside down multiple times. The blonde woman reappears behind the text "seen before."
Becky: I think they enjoy the environment that I've created.
Onscreen text:
I think they enjoy the environment that I've created.
Two thought bubbles emerge next to the blonde woman with the text "I think." Different office supplies and decorations pop up around the text.
Becky: I think they enjoy my knowledge and my expertise.
Onscreen text:
I think they enjoy my knowledge and my expertise.
Two more thought bubbles appear with the text "I think" before dissipating into circles. Bar graphs, papers, and books pop up around the text.
Becky: But they're really there because they trust Charles Schwab.
Onscreen text:
But they’re really there because they trust Charles Schwab.
The blonde woman is pushed to the left by the text, which is then replaced by the Schwab logo.
Onscreen text:
franchise.schwab.com
Brand music plays. The Charles Schwab logo appears.
Onscreen text:
Own your tomorrow^©
Onscreen text:
Brokerage Products: Not FDIC-Insured • No Bank Guarantee • May Lose Value
The information provided and the views expressed by Becky Proske are her own, without endorsement or verification by Schwab, and some statements have been edited. Experiences expressed are no guarantee of future performance or success and may not be representative of you or your experience.
©2020 Charles Schwab & Co., Inc. ("Schwab"). All rights reserved. Member SIPC. (0820-04PN)
IBS Why Schwab Support

Gary Craig on scalability

The Schwab franchise model gives you access to the resources you need to scale and stay focused on your most important assets: your clients.

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Upbeat music plays.
Onscreen text:
You have resources when you need them.
Onscreen text:
Charles Schwab Franchise owner Gary Craig says it makes a difference.
Gary [off-screen]:
Scale is a term used often in our industry,
Onscreen text:
Scale is a term used often in our industry,
The text animates starting with a hand holding the word "scale." The scene switches to a cityscape with a building that represents a financial institution.
Gary [off-screen]:
…but what it's meant to me here at Charles Schwab is I can focus on doing other things:
Onscreen text:
but what it's meant to me here at Charles Schwab is I can focus on doing other things:
The texts appears on the screen. The words rotate and zoom in and out. The word "things" appears multiple times.
Gary [off-screen]:
…developing relationships with key clients, …
Onscreen text:
developing relationships with key clients,
The text appears. The letter "i" in the word “developing” is replaced with an illustrated female figure. The letter "i" in the word "relationships" is replaced with an illustrated male figure. The letter “i” in the word “clients” is replaced with an illustrated female figure.
Gary [off-screen]:
…developing my staff.
Onscreen text:
developing my staff.
The text appears above an illustrated group of office workers of various races and genders appears.
Gary [off-screen]:
Being able to turn over daily tasks to other people within the firm—
Onscreen text:
Being able to turn over daily tasks to other people within the firm—
The text appears. The words "being able to turn over" flip upside down. The words "daily tasks" fill up the last two weeks of a calendar. Illustrated workers of various races and genders walk through the doorway of a building.
Gary [off-screen]:
…that's helped me work harder and work better with my clients.
Onscreen text:
that's helped me work harder and work better with my clients.
The text appears with a man in a business suit holding a sign that says "me."
Gary [off-screen]:
I'm able to focus on what I love to do every day.
Onscreen text:
I'm able to focus on what I love to do every day.
The text appears. The camera zooms in on the letter "o" in the word "to." The word "focus" appears in the middle of the "o" with arrows pointing at it, and then changes to the words "on what I love to do." Five stars appear below the word "love." Then an illustrated sunrise appears with the words "every day" beneath it.
Gary [off-screen]:
And that’s changed my life.
Onscreen text:
And that's changed my life.
Onscreen text:
franchise.schwab.com
Brand music plays. The Charles Schwab logo appears.
Onscreen text:
Own your tomorrow^©
Onscreen text:
Brokerage Products: Not FDIC-Insured • No Bank Guarantee • May Lose Value
The information provided and the views expressed by Gary Craig are his own, without endorsement or verification by Schwab, and some statements have been edited. Experiences expressed are no guarantee of future performance or success and may not be representative of you or your experience.
©2020 Charles Schwab & Co., Inc. (“Schwab”). All rights reserved. Member SIPC. (0620-01C3)
IBS Why Schwab Independence

Mark Gerard on ownership

You're the one making decisions about your business and its future. That has professional and personal rewards like no other.

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Upbeat music plays.
Onscreen text:
There’s nothing like franchise ownership.
Onscreen text:
Charles Schwab Franchise owner Mark Gerard shares why.
Mark [off-screen]: Owning a business and being independent—
Onscreen text:
Owning a business and being independent—
A door with a glass window appears with the text "Owning a business" on the glass. A man in business attire stands behind it with his arms folded. The door opens and reveals the man as the text “and being independent” appears.
Mark: …it's different than being an employee.
Onscreen text:
it's different than being an employee.
The text "it's different" appears multiple times. The text "than being an employee" appears next to an illustrated group of office workers of various races and genders. All of the office workers leave except for the man in business attire.
Mark: It's one where we call the shots.
Onscreen text:
It’s one where we call the shots.
The text "It's one where" appears above the man. Four speech bubbles replace that text, each with one word in it: "We," "call," "the," and "shots."
Mark: We have to make decisions, but we're not making decisions in a vacuum.
Onscreen text:
We have to make decisions, but we're not making decisions in a vacuum.
The text "We have to make decisions" appears, and a gavel then crushes the word "decisions." The text transitions to "But we’re not making decisions in a vacuum." The man stands encased in a glass dome, and then the dome lifts to release him.
Mark: You know, we're working with experienced people.
Onscreen text:
You know, we're working with experienced people.
The office workers return to stand with the man, each with a lightbulb above their head. The text appears between the man and the group.
Mark: We're working with colleagues.
Onscreen text:
We’re working with colleagues.
The text appears with a hand holding an envelope with the Charles Schwab logo and the word "colleagues" written on it.
Mark: And we're really on the cutting edge of something that's great.
Onscreen text:
And we’re really on the cutting edge of something that’s great.
The hand brings the envelope closer, and the text appears under the word "colleagues."
Mark: It's something that allows us to continue to plan for the future. And plan big.
Onscreen text:
It's something that allows us to continue to plan for the future. And plan big.
The text appears on the screen, and a rocket ship blasts into space with the word "future" written on the side. The rocket ship shrinks as the text "and plan big" appears in front of it in giant letters.
Onscreen text:
franchise.schwab.com
Brand music plays. The Charles Schwab logo appears.
Onscreen text:
Own your tomorrow^©
Onscreen text:
Brokerage Products: Not FDIC-Insured • No Bank Guarantee • May Lose Value
The information provided and the views expressed by Mark Gerard are his own, without endorsement or verification by Schwab, and some statements have been edited. Experiences expressed are no guarantee of future performance or success and may not be representative of you or your experience.
©2020 Charles Schwab & Co., Inc. ("Schwab"). All rights reserved. Member SIPC. (0820-06KW)

Let's take a closer look at the benefits.

Trusted brand

Schwab prides itself on putting clients first with a modern, innovative approach to investing. That's allowed us to build one of the most trusted brands in the industry-one that you can leverage to grow your new branch.
Scalable business model

The Schwab franchise gives you access to resources-from trading specialists to technology solutions and more-so you can grow, stay ahead of the industry, and focus on clients.
Ownership

As a franchise owner, you're leading the way for your own Schwab independent branch. You make decisions about the day-to-day operation, staffing, community involvement, marketing, and, most importantly, how you'll best serve your clients.

The next step is the first step-contact us to see if a Schwab franchise is right for you.

Tell us about you and your situation, and we'll contact you to discuss the opportunity.

Marketo Form ID

Get to know what a Schwab franchise is all about.

You know that opportunity you've been waiting for? This is it.

Why do franchise owners feel this model works? We'll let them explain.

Becky Proske on the Schwab brand

Becky Proske on the Schwab brand

Becky Proske on the Schwab brand

IBS Why Schwab Support

IBS Why Schwab Support

Gary Craig on scalability

IBS Why Schwab Independence

IBS Why Schwab Independence

Mark Gerard on ownership

Let's take a closer look at the benefits.

Trusted brand

Scalable business model

Ownership

The next step is the first step-contact us to see if a Schwab franchise is right for you.