Make an Impact with Schwab
At Schwab, a world-renowned financial institution, employees are given the liberty to innovate, create, and challenge the status quo of the finance industry. This is a place where groundbreaking thoughts meet ingenious problem-solving, revolutionizing the finance industry in the process. If you’re looking for a place to make an impact and transform your career, Schwab is the place for you. Here is your opportunity.
The Heart of Schwab: The Service Team
Schwab’s service team is the firm’s commitment to helping clients own their financial futures. In this role, you’ll educate clients about investment strategies, trading tools, market mechanics, and retirement choices. You’ll also handle inbound calls, answer complex issues, and offer the best possible solution to clients. This role requires you to be an advocate for clients, taking ownership, and going the extra mile to serve their needs.
Professional Growth and Development
At Schwab, you’re in charge of your professional journey. The firm offers a paid training program, the Schwab Service Academy (SSA), which provides the resources and support needed to obtain your Securities Industry Essentials and FINRA Series 7 & 63 licenses. If you’re eager to pursue a career in finance, enjoy working in a team setting, and passionate about serving clients, Schwab is the perfect place for you.
Competitive Pay and Bonus Package
Schwab offers a competitive pay and bonus package. Starting compensation begins at $51,400.00 during training, with the potential to increase depending on related experience. There’s also an annual bonus opportunity of 10% of your base pay and other eligible earnings. Employees have the potential to increase their total compensation to $58,740.00 within their 1st year upon obtaining the required Licensing and achieving performance-based pay increases.
Who Is Schwab Looking For?
You don’t have to be a finance expert to succeed at Schwab. The firm welcomes people from diverse experiences who have a growth mindset, a willingness to learn, and a passion for serving others. Schwab is committed to making 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.
- Availability to work various shifts to serve clients 24/7, including overnight and weekends.
Preferred Qualifications
- Prior 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
- A passion for client service
- Motivation to learn about the securities industry, including the basic principles of equity, option, and mutual fund transactions
- Strong communication, influencing, and client engagement skills
- Desire to be part of a supportive and collaborative team
- A proven track record of success in navigating multiple computer applications
Benefits of Working at Schwab
At Schwab, employees are empowered to shape their future. The firm champions their growth through meaningful work, continuous learning, and a culture of trust and collaboration. This approach balances Schwab’s 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 package that takes care of the whole person, both now 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 5 years of service for eligible positions
- Paid parental leave and family building benefits
- Tuition reimbursement
- Health, dental, and vision insurance
