Unleashing Your Potential at Charles Schwab
At Charles Schwab, the belief is that every individual has the power to make a significant impact on their career. Encouraging innovative thought and creative problem-solving, Schwab invites you to challenge the status quo and transform the finance industry with them.
The firm’s service team is at the heart of its commitment to help clients take control of their financial futures. In this role, you are not only educated about investment strategies, trading tools, market mechanics, and retirement choices but are also encouraged to educate clients on the same. This is a unique opportunity to engage with, advocate for, and take ownership of the client’s needs, tackling complex issues to offer the best possible solutions.
Joining the Schwab Service Academy
With Schwab, you drive your professional journey. The Schwab Service Academy (SSA) provides you with paid training, study time, and the support necessary to obtain your Securities Industry Essentials and FINRA Series 7 & 63 licenses. This role is an excellent fit for those eager to pursue a career in finance, enjoy working in a team setting, and share Schwab’s passion for serving clients.
Competitive Compensation Package
Schwab offers a competitive pay and bonus package. During training, the starting compensation begins at $52,800, which increases depending on related experience. Additionally, there is an annual bonus opportunity of 10% of your base pay and other eligible earnings. There is potential for employees to increase their total compensation to $60,280 within their first year upon obtaining the required licensing and achieving performance-based pay increases.
Qualifications and Experience
What if you are not a finance expert? That’s okay! Many individuals from various backgrounds have found tremendous success at Schwab. Successful candidates need a growth mindset, a willingness to learn, and a passion for serving others. At Charles Schwab, the aim is to make a difference in people’s lives through innovative solutions and world-class service.
Required Qualifications:
- Ability to work full time on-site during Schwab’s training program (SSA), followed by a hybrid work schedule.
- Ability to work various shifts to serve clients 24/7, including overnight and weekend availability.
Preferred Qualifications:
- Previous customer service experience
- Previous client relationship experience
- Bachelor’s degree or higher in Finance, Economics, or related field from an accredited university
- Ability to adapt to changes in the market and business
- Eagerness to learn about finance
- Passion for service to clients
- Motivation to learn about the securities industry, including the basic principles of equity, option, and mutual fund transactions
- Robust communication, influencing, and client engagement skills
- Desire to be part of a supportive and collaborative team
- Proven success navigating multiple computer applications
Benefits and Rewards
At Schwab, you are empowered to shape your future. The company champions your growth through meaningful work, continuous learning, and a culture of trust and collaboration. The approach balances the ongoing commitment to workplace flexibility, serving clients, and the strong belief in the value of being together in person on a regular basis.
Schwab offers a competitive benefits package that cares for you both today and in the future, including:
- 401(k) with 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
Discover the opportunities that await you at Schwab and take control of your career today. Learn more about the role here.
