Your Opportunity at Schwab
At Schwab, you are empowered to make a lasting impact on your career. We encourage innovative thought and creative problem-solving, giving you the opportunity to challenge the status quo and transform the finance industry. Schwab’s service team, which is at the heart of the firm’s commitment to clients, is an essential part of our mission to help clients own their financial futures.
Role Description
In this exciting role, you will have the opportunity to educate clients about investment strategies, trading tools, market mechanics, and retirement choices. You will be an advocate for clients, taking ownership of complex issues, and providing the best possible solutions. This role involves engaging with clients, answering inbound calls, and tackling complex issues to offer the best possible solution.
Training and Development
You will also be in charge of your professional journey by attending the Schwab Service Academy. This academy provides paid training, study time, and support to help you obtain your Securities Industry Essentials and FINRA Series 7 & 63 licenses.
Shifts and Compensation
If you are looking for a career in finance and are willing to work evening, overnight, and weekend shifts, this role is for you.
We offer a competitive pay and bonus package. Starting compensation during training is $51,400 ($24.72/hr.) plus an annual bonus opportunity of 10% of your base pay and other eligible earnings. There is potential to increase total compensation to $58,740 within the first year upon obtaining the required licensing and achieving performance-based pay increases. The base pay increases to $53,400 ($25.68/hr.), with a 10% bonus opportunity depending on individual and corporate performance. Evening, overnight, and weekend shifts include up to 20% additional compensation, dependent on the shift.
Qualifications
If you’re not a finance expert, that’s okay! People from many different experiences have found tremendous success here at Schwab. Successful candidates will have a growth mindset, a willingness to learn, and a passion for serving others.
The requirements for this role include the ability to work from 8:00am – 4:30 pm Monday through Friday during Schwab’s training program, on-site. After training is complete, you must be able to work the assigned shift to accommodate business needs, including evening, overnight, and weekend options. Benefits of working during these shifts include increased compensation and remote work opportunities for qualifying shifts.
Preferred Qualifications
Preferred qualifications for this role include previous customer service or client relationship experience, a bachelor’s degree or higher from an accredited university, the ability to adapt to changes in the market and business, a passion for providing service to clients, motivation to learn about the securities industry including the basic principles of equity, option, and mutual fund transactions, robust communication skills, a desire to be part of a supportive and collaborative team, and demonstrated success navigating multiple computer applications.
Benefits of Working at Schwab
At Schwab, you are empowered to shape your future. We 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. Our approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive package that takes care of the whole you – both today and in the future. Benefits include a 401(k) with company match, an Employee stock purchase plan, paid time for vacation and volunteering, 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.
For more information about this exciting opportunity, click Here.
