Embarking on a Career at Schwab
At Schwab, it’s not just about having a job; it’s about making a difference. The firm consistently encourages its employees to challenge the status quo, with the ultimate goal of transforming the finance industry. This is achieved with a blend of innovative thinking and creative problem-solving. At Schwab, your thoughts and ideas are not just acknowledged, they are also appreciated and utilized to make a real impact.
As a part of Schwab’s service team, you’ll be at the heart of the firm’s dedication to helping clients own their financial futures. In this role, you’ll be educating clients about various investment strategies, trading tools, market mechanics, and retirement options. You’ll be the advocate for the clients, answering their inbound calls, taking ownership of their concerns, and providing solutions to their complex issues. Here you can learn more about this position.
Professional Growth and Rewards at Schwab
At Schwab, professional growth is not just encouraged, it’s ensured. By attending the Schwab Service Academy (SSA), you get paid training, study time, and the support you need to obtain your Securities Industry Essentials and FINRA Series 7 & 63 licenses. This is an ideal opportunity for those who are eager to pursue a career in finance, enjoy teamwork, and share the company’s passion for serving clients.
Furthermore, Schwab offers a competitive pay and bonus package. Starting compensation for this specific job role begins at $51,400.00 during training, with an annual bonus opportunity of 10% of your base pay and other eligible earnings. As you grow professionally, you have the potential to increase your total compensation to $58,740.00 within your first year, depending on individual and corporate performance.
Who’s a Good Fit?
Schwab welcomes diverse experiences. If you’re not a finance expert, that’s okay! The firm values a growth mindset, willingness to learn, and a passion for serving others. Previous customer service experience, client relationship experience, and a bachelor’s degree or higher in finance, economics, or a related field from an accredited university are preferred, but not required. If you can adapt to changes in the market and business, are eager to learn about finance, and have robust communication and client engagement skills, you could be a great fit.
Benefits at Schwab
At Schwab, you’re not just an employee, you’re a valued member of the team. The firm truly takes care of its employees, offering a competitive benefits package that includes a 401(k) with a company match, an Employee stock purchase plan, paid time off 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.
The firm champions your growth through meaningful work, continuous learning, and a culture of trust and collaboration. It’s the perfect place to build the skills to make a lasting impact in the finance industry. So, if you’re passionate about finance and eager to serve clients, consider joining the Schwab team and make a difference in people’s lives.
