Financial Services Representative | Austin, TX, USA

Financial Services Representative | Austin, TX, USA

Empowering Careers at Charles Schwab

At Charles Schwab, the belief is firm that every person deserves to have a promising opportunity to make an impact in their career. This is a place where innovative thought synergizes with creative problem-solving, forging a team that dares to challenge the status quo. Together, they seek to revolutionize the finance industry, shaking up long-held norms and practices.

At the core of Schwab’s commitment to their clients is an unparalleled service team. This team is dedicated to helping clients take control of their financial futures, providing them with the knowledge and tools they need to make informed decisions about their investments, trading strategies, market mechanics, and retirement options.

Join the Schwab Service Team

When you join Schwab’s service team, you become an advocate for clients, engaging with them to answer their queries, resolve complex issues, and provide the best possible solutions. This isn’t just a job—it’s an opportunity to own your career journey. Every team member is provided with paid training via the Schwab Service Academy (SSA), granting you the skills and knowledge you need to obtain your Securities Industry Essentials and FINRA Series 7 & 63 licenses.

If you are eager to delve into the world of finance, thrive in a team setting, and share Schwab’s passion for serving clients, this role is tailor-made for you.

Competitive Compensation Package

Schwab offers a competitive pay and bonus package, starting at $54,100 during training (depending on related experience), alongside a yearly bonus opportunity of 10% of your base pay and other eligible earnings. This means that employees have the potential to increase their total compensation to $61,710 ($56,100 base, plus 10% bonus opportunity) within their first year, subject to obtaining the required licensing and achieving performance-based pay increases.

A Place for Growth and Learning

If you’re not an expert in finance, that’s perfectly okay! Schwab has a proven track record of fostering growth and success among individuals from various backgrounds. The prerequisites are simple—a growth mindset, a willingness to learn, and a passion for serving others. At Charles Schwab, they strive to change lives through their innovative solutions and world-class service.

Qualifications for Success

Successful candidates are required to work full time on-site during Schwab’s training program (SSA), followed by a hybrid work schedule. They should also be available to work during different shifts, including overnight and weekends, to cater to the needs of clients 24/7.

Preferred qualifications include previous customer service or client relationship experience, a Bachelor’s degree or higher in Finance, Economics, or related field from an accredited university, and the ability to adapt to changes in the market and business. Candidates should also be eager to learn about finance, have a passion for serving clients, and possess strong communication skills. They should also demonstrate success in managing multiple computer applications.

Your Future at Schwab

At Schwab, you’re not just an employee—you’re given the power to shape your future. They champion your growth through engaging work, continuous learning, and a culture of trust and collaboration. They respect the need for workplace flexibility, while also emphasizing the importance of being together in person regularly.

Schwab offers a comprehensive compensation package that caters to your needs today and plans for your future. This includes 401(k) with company match and 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.

When you choose Schwab, you’re choosing a company that is committed to providing you with the resources, support, and opportunities you need to grow both professionally and personally.

Source: Here

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John Wick

ABJ, a Senior Writer at All Banking, brings over 10 years of automotive journalism experience. He provides insightful coverage of the latest banking jobs across the American and European markets.
Picture of John Wick

John Wick

ABJ, a Senior Writer at All Banking, brings over 10 years of automotive journalism experience. He provides insightful coverage of the latest banking jobs across the American and European markets.
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