Embark on Your Finance Career with Schwab
At Schwab, you are more than an employee; you are an essential part of a dynamic team that seeks to redefine the finance industry. This is a place where innovative thought meets creative problem-solving, as we continuously strive to challenge the status quo and transform the way we serve our clients. Here, you are empowered to make a significant impact on your career, and on the lives of our clients.
Role and Responsibilities
Our service team, which you could be part of, is at the core of Schwab’s commitment to helping clients own their financial futures. In this engaging role, you will be trained to educate clients about investment strategies, trading tools, market mechanics, and retirement choices. You will be the advocate for clients when answering inbound calls, taking ownership, and tackling complex issues to offer the best possible solution.
Additionally, you will embark on your own professional journey by attending the Schwab Service Academy. This program provides you with paid training, study time, and support you need to obtain your Securities Industry Essentials and FINRA Series 7 & 63 licenses.
Who We’re Looking For
If you are eager to kick-start your career in finance, share our passion for serving clients, and are open to working evening, overnight, and weekend shifts, this role is for you. We welcome individuals from diverse backgrounds and experiences, looking for those with a growth mindset, a willingness to learn, and a passion for serving others.
Benefits and Compensation
At Schwab, we ensure that our employees are rewarded for their hard work and dedication. Our competitive compensation package includes a starting salary of $51,400 during training ($24.72/hr.), plus an annual bonus opportunity of up to 10% of your base pay and other eligible earnings. Once you have obtained the required licensing and achieved performance-based pay increases, your total compensation could increase to $58,740 within the first year.
Additionally, employees who work evening, overnight, and weekend shifts are eligible for up to 20% additional compensation, depending on the shift. This is part of our commitment to reward our employees who are available during non-standard working hours.
Preferred Qualifications
We are always on the lookout for talented individuals who can bring something unique to our team. While previous customer service or client relationship experience is an advantage, we also value:
- A bachelor’s degree or higher from an accredited university
- 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
- Strong communication skills, including the ability to influence and engage clients
- A desire to be part of a supportive and collaborative team
- Proven success in navigating multiple computer applications
What’s in it for You
At Schwab, we believe in empowering our employees to shape their future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration. This allows you to develop skills that can make a lasting impact on your career and on the clients we serve.
We offer a comprehensive benefits package that takes care of the whole you – both today and in the future. This includes:
- 401(k) with company match and an Employee stock purchase plan
- Paid time off 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
- Comprehensive health, dental, and vision insurance
Join us at Schwab, where your career growth is our priority, and your success is our success.
