Your Opportunity at Schwab: Making an Impact on Your Career
Charles Schwab, a renowned name in the finance industry, presents a unique opportunity to individuals ready to make an impact on their career path. Known for its innovative approach and creative problem-solving, Schwab continuously challenges the status quo, transforming the industry standards to offer superior financial services. (source)
Being a part of Schwab’s service team is not just a job; it’s a commitment towards helping clients secure their financial futures. This role is designed to provide the platform to learn and educate clients about various investment strategies, trading tools, market mechanisms, and retirement choices. Creating client engagement, advocating for them and offering the best possible solutions to complex issues form the core of this position.
The Schwab Service Academy: Investing in Your Future
Schwab Service Academy is an initiative designed to ensure a smooth professional journey for its employees. The academy provides paid training, study time, and all the support you need to obtain your Securities Industry Essentials and FINRA Series 7 & 63 licenses. This opportunity is perfect for those who are eager to build a career in finance, enjoy working in a team setting, and share Schwab’s passion for serving clients. (source)
Compensation and Benefits
Schwab offers a competitive pay and bonus package, with a starting compensation of $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.
Job Qualifications: What You Need to Bring
If you’re not a finance expert, don’t worry! Schwab encourages individuals from diverse experiences who possess a growth mindset, a willingness to learn, and a passion for serving others. Charles Schwab is committed to 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 (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 an accredited university.
- 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.
- Excellent communication, influencing and client engagement skills.
- Desire to be part of a supportive and collaborative team.
- Proven success in navigating multiple computer applications.
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What’s in it for you at Schwab
At Schwab, you’re empowered to shape your future. The company’s approach is built on fostering growth through meaningful work, continuous learning, and a culture of trust and collaboration. This balance between workplace flexibility and client service reaffirms Schwab’s strong belief in the value of regular in-person interaction.
Schwab offers a competitive package that cares for 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
Join Schwab and make an impact on your career. Find more information about this opportunity Here.
