Empower Your Finance Career with Schwab
Are you looking for an opportunity to impact your career, challenge the status quo and transform the finance industry? Schwab is the right place for you. Schwab is a leading financial institution that unites innovative thought with creative problem-solving to help revolutionize the finance industry. Here is your opportunity to make a difference.
The Schwab Service Team
Schwab’s service team is an integral part of our commitment to empowering clients to take control of their financial future. As part of this dynamic team, you will have the opportunity to educate clients on investment strategies, trading tools, market mechanics, and retirement choices. You will engage with clients, answer their inquiries, resolve complex issues, and provide the best possible solutions.
Professional Growth at Schwab
At Schwab, we believe in nurturing your professional journey. We provide paid training, study time, and support through the Schwab Service Academy. This program helps you attain your Securities Industry Essentials and FINRA Series 7 & 63 licenses. This is an excellent opportunity for those eager to embark on a career in finance, enjoy working in a team setting, and have a passion for serving clients.
Competitive Compensation Package
We offer a competitive pay and bonus package. Starting compensation for this location begins at $54,100 during the training phase, plus an annual bonus opportunity of 10% of your base pay and other eligible earnings. Employees have the potential to increase their total compensation to $61,710 within their 1st year upon obtaining the required Licensing and achieving performance-based pay increases.
What Qualifications Do You Need?
If you’re not a finance expert, that’s okay! We believe in the growth mindset and the willingness to learn. We have seen many individuals from diverse backgrounds achieve tremendous success at Schwab. We are looking for individuals who share our passion for serving others and making a difference in people’s lives through our innovative solutions and world-class service.
Required Qualifications
- Ability to work full-time on-site during Schwab’s training program, followed by a hybrid work schedule.
- Ability to work various shifts to serve our 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
- Robust communication, influencing and client engagement skills
- Desire to be part of a supportive and collaborative team
- Proven success navigating multiple computer applications
What’s in it for you
At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration. 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.
Comprehensive Benefits
We offer a competitive benefits package that takes care of the whole you, both today and in the future:
- 401(k) with a company match and an Employee stock purchase plan
- Paid time off 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
