Financial Services Representative | Chandler, AZ, USA

Financial Services Representative | Chandler, AZ, USA

Embrace a Rewarding Career with Charles Schwab

Building a career in finance can be an exciting journey. At Charles Schwab, you’re provided with the unique opportunity to shape your future, with the belief that innovative thinking and creative problem-solving can challenge the status quo and transform the finance industry. Here is an opportunity to join a team that is at the heart of the firm’s commitment to empowering its clients to own their financial futures.

The Role

This role will enable you to learn about investment strategies, trading tools, market mechanics, and retirement choices. You’ll be interacting with clients, answering their queries, and providing them with the best possible solutions to their complex issues. Furthermore, you will have the opportunity to enhance your professional growth by attending the Schwab Service Academy. This academy offers paid training and support to help you obtain your Securities Industry Essentials and FINRA Series 7 & 63 licenses.

Compensation

Charles Schwab offers a competitive pay and bonus package. During the training period, the starting compensation begins at $52,800, along with 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 within their first year upon obtaining the required Licensing and achieving performance-based pay increases.

Who Should Apply?

Even if you’re not a finance expert, don’t let that deter you from applying. Schwab welcomes candidates from diverse experiences. The key qualities for success here are a growth mindset, a willingness to learn, and a passion for serving others. Charles Schwab aims to make a difference in people’s lives through its 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 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
  • 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
  • Shown success navigating multiple computer applications

What’s in it for you

At Schwab, you’re not just empowered to shape your future, but you’re also provided with a supportive environment that champions your growth through meaningful work, continuous learning, and a culture of trust and collaboration. This balanced approach serves clients well and reinforces the value of being together in person on a regular basis.

Benefits

Schwab offers a competitive benefits package that takes care of you both today and in the future. This includes:

  • 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

Don’t miss out on this excellent opportunity to build a rewarding career in finance with Charles Schwab. Apply here today!

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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.
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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