Financial Services Representative | McKinney, TX, USA

Financial Services Representative | McKinney, TX, USA

Empower Your Career with Schwab

At Schwab, you are given the tools and opportunities to make a significant impact on your career. This company stands as a beacon of innovation, where groundbreaking thought and creative problem-solving skills are highly valued. Schwab’s goal is to redefine the finance industry by challenging the norm and bringing about transformational changes. For more information about Schwab’s opportunities, click Here.

Join Schwab’s Service Team

Schwab’s service team is central to the firm’s commitment to helping clients secure their financial futures. Being a part of this team involves educating clients about investment strategies, providing information about trading tools and market mechanics, and guiding clients in making retirement choices. As a team member, you will be at the forefront of client engagement, providing solutions to complex issues and ensuring the best outcomes for the clients.

Grow Your Skills with Schwab Service Academy

Schwab provides a unique opportunity for professional growth through the Schwab Service Academy (SSA). This program offers paid training and study time, along with the necessary support to help you obtain your Securities Industry Essentials and FINRA Series 7 & 63 licenses. This is an ideal opportunity for those who are keen on building a career in finance, enjoy working in a team setting, and are passionate about serving clients.

Competitive Compensation Package

Schwab offers a competitive pay and bonus package, with starting compensation at $52,800 during training. This could increase based on your experience. Additionally, there is an annual bonus opportunity of 10% of your base pay and other eligible earnings. Employees also have the potential to increase their total compensation to $60,280 within their first year upon obtaining the required licensing and achieving performance-based pay increases.

What You Need to Join Schwab

You don’t have to be a finance expert to excel at Schwab. The company has a history of successful candidates who have come from a diverse range of experiences. What is important is a growth mindset, a willingness to learn, and a passion for serving others. Schwab seeks to make a difference in people’s lives by offering innovative solutions and providing world-class service.

Required and Preferred Qualifications

There are certain qualifications required for the role. These 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 the 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 related field from an accredited university, the ability to adapt to changes in the market and business, a desire to learn about finance, robust communication skills, and the motivation to be part of a supportive and collaborative team.

What’s in It for You

At Schwab, you are empowered to shape your future. The company offers a competitive package that takes care of the whole you — both today and in the future. This includes a 401(k) with company match and an Employee stock purchase plan, paid time for vacation, volunteering, and a 28-day sabbatical after every five years of service for eligible positions, paid parental leave and family building benefits, tuition reimbursement, and health, dental, and vision insurance.

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John Wick

ABJ, a Senior Writer at Luxurylaunches, brings over 10 years of automotive journalism expertise. He provides insightful coverage of the latest cars and motorcycles across American and European markets, while also highlighting luxury yachts, high-end watches, and gadgets. An authentic automobile aficionado, his commitment shines through in educating readers about the automotive world. When the keyboard rests, Sayan feeds his wanderlust, traversing the world on his motorcycle.
Picture of John Wick

John Wick

ABJ, a Senior Writer at Luxurylaunches, brings over 10 years of automotive journalism expertise. He provides insightful coverage of the latest cars and motorcycles across American and European markets, while also highlighting luxury yachts, high-end watches, and gadgets. An authentic automobile aficionado, his commitment shines through in educating readers about the automotive world. When the keyboard rests, Sayan feeds his wanderlust, traversing the world on his motorcycle.
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