Empower Your Career at Schwab: An Opportunity to Challenge the Status Quo
At Schwab, we believe in investing in you. Our ethos is to create an environment where innovative thought is encouraged, and creative problem-solving is the norm. We believe in challenging the status quo, all with a view to transforming the finance industry together. This is your opportunity to make an impact on your career, and we’re dedicated to empowering you to do just that.
The Heart of Schwab: Our Service Team
Our service team lies at the core of Schwab’s commitment to helping clients own their financial futures. As a part of this team, you’ll be responsible for educating clients about investment strategies, trading tools, market mechanics, and retirement options. You’ll also be tasked with answering inbound calls, taking ownership of, and tackling complex issues to provide the best possible solutions to our clients.
Training and Career Development
At Schwab, we believe in continuous learning and growth. As a part of our team, you’ll attend the Schwab Service Academy (SSA) – a program designed to provide you with paid training, study time, and the support needed to obtain your Securities Industry Essentials and FINRA Series 7 & 63 licenses. This opportunity is ideal for those eager to pursue a career in finance, enjoy working in a team setting, and share our passion for serving clients.
Compensation and Benefits
We offer a competitive pay and bonus package, with a starting compensation of $51,400.00 during training. This increases depending on related experience, 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 $58,740.00 within their first year upon obtaining the required Licensing and achieving performance-based pay increases.
What We Look For
At Schwab, we value diverse experiences. Even if you’re not a finance expert, that’s okay! We’re looking for individuals who have a growth mindset, a willingness to learn, and a passion for serving others. We strive to make 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 (SSA), 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 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
- Shown success navigating multiple computer applications
What’s in it for you
At Schwab, we’re committed to 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. We believe in the value of being together in person on a regular basis, while also maintaining our ongoing commitment to workplace flexibility, and serving our clients.
Our Comprehensive Benefits Package
We offer a competitive benefits package that takes care of the whole you – both today and in the future:
- 401(k) with company match and Employee stock purchase plan
- Paid time for vacation, volunteering, and 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
Here is where you can find out more about this opportunity, and how you can make an impact at Schwab.
