Your Opportunity at Schwab: A Career in Finance
At Schwab, employees are provided with the tools they need to make a significant impact on their career. The company is an innovation hub, where creative problem-solving meets forward-thinking, helping to challenge the status quo and transform the finance industry.
Schwab’s service team plays a crucial role in the firm’s dedication to helping clients own their financial futures. This dynamic role offers the opportunity to educate clients about investment strategies, trading tools, market mechanics, and retirement choices. Schwab is committed to ensuring that clients are well-informed and confident in their financial decisions.
The Schwab Service Academy
In addition to the hands-on experience, employees are also provided with the opportunity to further their professional development by attending the Schwab Service Academy. This academy offers paid training, study time, and support to obtain Securities Industry Essentials and FINRA Series 7 & 63 licenses. This is an exciting opportunity for those who are eager to pursue a career in finance, enjoy working in a team setting, and share Schwab’s passion for serving clients.
Compensation and Benefits
Schwab offers a competitive pay and bonus package. Starting compensation for this location begins at $52,800 during training, 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 $60,280 ($54,800 base, plus 10% bonus opportunity depending on individual/corporate performance) within their 1st year upon obtaining the required Licensing and achieving performance-based pay increases.
Qualifications
If you’re not a finance expert, that’s okay! Schwab has seen tremendous success from people coming from many different experiences. What’s important is a growth mindset, a willingness to learn, and a passion for serving others. Schwab believes in making a difference in people’s lives through their innovative solutions and world-class service.
Required qualifications
- Ability to work full time on-site during Schwab’s training program (Schwab Service Academy), 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
- Proven success navigating multiple computer applications
What’s in it for You at Schwab
At Schwab, you’re empowered to shape your future. The company champions employee growth through meaningful work, continuous learning, and a culture of trust and collaboration. This balanced approach supports the ongoing commitment to workplace flexibility, serving clients, and the belief in the value of being together in person on a regular basis.
The company also offers a competitive 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 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
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