Embrace the Opportunity to Grow Your Career at Schwab
At Schwab, you are given the unique opportunity to make a significant impact on your career. With an environment that encourages innovative thinking and creative problem-solving, you are invited to challenge the status quo and contribute to the transformation of the finance industry. Schwab provides an environment where every staff member is empowered to bring their ideas forward, regardless of their role or experience level.
A Career that Puts You at the Heart of Schwab’s Commitment
Schwab’s service team plays a pivotal role in the firm’s dedication to helping clients secure their financial futures. In the exciting role that awaits you, you will have the chance to educate clients about investment strategies, trading tools, market mechanics, and retirement options.
Not only will you engage with clients and advocate on their behalf by answering inbound calls and tackling complex issues, but you will also be given the responsibility of offering the best possible solutions. This role demands ownership and a proactive approach to problem-solving.
Professional Development at the Schwab Service Academy
At Schwab, you are in charge of your professional journey. The Schwab Service Academy offers a unique platform for developing your skills and enhancing your knowledge. This academy provides paid training, study time, and support to help you obtain your Securities Industry Essentials and FINRA Series 7 & 63 licenses.
If you have a passion for finance, enjoy working in a team setting, and share Schwab’s dedication to serving clients, this role is tailor-made for you.
Competitive Compensation and Growth Opportunities
At Schwab, the firm believes in rewarding its employees for their hard work and dedication. The starting compensation begins at $52,800 during the training period, with an annual bonus opportunity of 10% of your base pay and other eligible earnings. Upon obtaining the required licensing and achieving performance-based pay increases, employees have the potential to increase their total compensation to $60,280 within their first year.
Building a Diverse and Dynamic Team
One of the key strengths of Schwab is its diverse and dynamic workforce. If you do not have a finance background, that is not a problem! Schwab values growth mindset, a willingness to learn, and a passion for serving others. The firm is keen on making a difference in people’s lives through its innovative solutions and world-class service.
Qualifications and Requirements
The role requires the ability to work full time on-site during Schwab’s training program (SSA), followed by a hybrid work schedule. The candidate should also be able to work various shifts to serve Schwab’s clients 24/7, including overnight and weekend availability.
Preferred Qualifications
While previous customer service and client relationship experience are preferred, these are not strictly necessary. A bachelor’s degree or higher in Finance, Economics, or a related field is desirable. The successful candidate should have the ability to adapt to changes in the market and business and demonstrate a strong desire to learn about finance and the securities industry. Robust communication, influencing, and client engagement skills are also essential, along with the motivation to be part of a supportive and collaborative team.
What’s in it for You?
At Schwab, you are not just an employee; you are a valued team member. Schwab offers a competitive package that takes care of the whole you – both today and in the future:
- 401(k) with a company match and 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
- Health, dental, and vision insurance
At Schwab, you will have the opportunity to grow both professionally and personally while making a significant contribution to the finance industry. For more information, click here.
