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Charles Schwab ATS Tips

How to get your resume past Charles Schwab's Applicant Tracking System and into the hands of a recruiter.

Which ATS does Charles Schwab use?

Charles Schwab uses Workday as their Applicant Tracking System. This means your resume will be parsed and scored by Workday's algorithms before a human ever sees it.

Application Tips for Charles Schwab

Charles Schwab uses Workday. Professional formatting with a focus on client service experience.

Schwab's motto is "through clients' eyes" — every bullet should connect to client outcomes.

Highlight wealth management, brokerage, or financial planning experience.

Quantify client impact: "managed 300+ client relationships totaling $150M in assets."

Mention experience with financial planning software, trading platforms, or robo-advisory technology.

Keywords That Resonate at Charles Schwab

These terms reflect Charles Schwab's culture and values. Naturally weaving them into your resume and cover letter signals cultural fit.

through clients eyesrespectintegrityteamworkstewardshipinnovationaccountabilitycontinuous improvement

General ATS Formatting Rules

  • ✓Use a clean, single-column layout — multi-column formats confuse most ATS parsers.
  • ✓Stick to standard section headings: Experience, Education, Skills, Certifications.
  • ✓Avoid images, tables, text boxes, and headers/footers — these are often stripped.
  • ✓Submit as PDF unless the job posting specifically requests .docx.
  • ✓Match keywords from the job description exactly — ATS scores keyword overlap.

Check your resume against Charles Schwab's ATS

Huntly's ATS optimizer scores your resume and gives you specific suggestions to pass Charles Schwab's system.

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