Empower Your Career with Schwab
Charles Schwab Corporation, a pioneer in the finance industry, is offering an exciting opportunity to become part of their service team. Schwab is known for its innovative thought and creative problem-solving skills, which have helped them challenge the status quo and transform the finance industry.
As a part of Schwab’s service team, you will be at the heart of the firm’s commitment to helping clients own their financial futures. You will learn to educate clients about investment strategies, trading tools, market mechanics, and retirement choices. You will be a client advocate, answering inbound calls, taking ownership, and tackling complex issues to offer the best possible solutions.
Schwab Service Academy (SSA)
A unique aspect of this role is the opportunity to attend the Schwab Service Academy (SSA), a platform that provides paid training, study time, and support. This comprehensive training will equip you with the knowledge required to obtain your Securities Industry Essentials and FINRA Series 7 & 63 licenses. If you are eager to pursue a career in finance, enjoy working in a team setting, and share our passion for serving clients – this role at Schwab is for you.
Compensation and Bonuses
Working at Schwab is not only about career growth but also about monetary reward. A competitive pay package is offered, which starts at $52,800 during training and can increase depending on related experience. Additionally, an annual bonus opportunity of 10% of your base pay and other eligible earnings is provided. Employees have the potential to increase their total compensation to $60,280 within their 1st year upon obtaining the required Licensing and achieving performance-based pay increases.
Qualifications and Requirements
While a background in finance is advantageous, it is not a requirement. Schwab values a growth mindset, a willingness to learn, and a passion for serving others. Required qualifications include the ability to work full time on-site during Schwab’s training program (SSA), followed by a hybrid work schedule, and the ability to work various shifts to serve our clients 24/7, including overnight and weekend availability.
Preferred qualifications include previous customer service and client relationship experience, a Bachelor’s degree or higher in Finance, Economics, or a related field from an accredited university, the ability to adapt to changes in the market and business, eagerness to learn about finance, and a passion for client service.
Benefits of Working at Schwab
At Schwab, you’re empowered to shape your future. They 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. Their approach balances their ongoing commitment to workplace flexibility, serving their clients, and their strong belief in the value of being together in person on a regular basis.
They also provide a comprehensive benefits package that includes a 401(k) with company match, an Employee stock purchase plan, paid time for vacation, volunteering, and a 28-day sabbatical after every 5 years of service for eligible positions, paid parental leave and family building benefits, tuition reimbursement, and health, dental, and vision insurance.
Joining Schwab means being part of a company that strives to make a difference in people’s lives through innovative solutions and world-class service. If you’re ready to take the next step in your career, consider becoming a part of the Schwab family. Find out more about this exciting opportunity Here.
