Your Opportunity at Schwab
At Charles Schwab, we are committed to empowering our employees to make a significant impact on their careers. We foster an environment where innovative thought and creative problem-solving help us “challenge the status quo” and transform the finance industry hand in hand. If you’re eager to make a difference, we have an opportunity for you on our service team, the heart of our firm’s commitment to helping clients shape their financial futures.
As part of our service team, you’ll educate clients about investment strategies, trading tools, market mechanics, and retirement choices. You’ll be an advocate for our clients, taking ownership of issues that come your way and offering the best possible solutions. If you’re passionate about serving clients, enjoy working in a team setting, and are eager to pursue a career in finance, this role is for you.
Schwab Service Academy
At Schwab, we believe in supporting your professional growth. That’s why we’ve established the Schwab Service Academy (SSA), a program designed to provide you with paid training, study time, and support to obtain your Securities Industry Essentials and FINRA Series 7 & 63 licenses. With our support, you can take control of your professional journey and build a successful career in the finance industry.
Compensation
We offer a competitive pay and bonus package. Starting compensation for this location begins at $54,100 during training (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 $61,710 ($56,100 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.
What You Bring to the Table
You don’t need to be a finance expert to succeed at Schwab. People from many different backgrounds have found tremendous success with us. What you need is a growth mindset, a willingness to learn, and a passion for serving others. At Charles Schwab, we strive to make a difference in people’s lives through our innovative solutions and world-class service.
Required Qualifications
- Full-time availability during Schwab’s training program (SSA), followed by a hybrid work schedule.
- Availability for various shifts to serve our clients 24/7, including overnight and weekends.
Preferred Qualifications
- Previous customer service and client relationship experience.
- A Bachelor’s degree or higher in Finance, Economics, or related field from an accredited university.
- Ability to adapt to changes in the market and business.
- Eagerness to learn about finance and securities industry.
- Strong communication and client engagement skills.
- Desire to be part of a supportive and collaborative team.
- Proven success working with multiple computer applications.
What’s in it for You
At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of collaboration. Our approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer 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 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.
For more information about this position, click Here.
