Your Opportunity at Schwab: A Career that Makes an Impact
At Schwab, you’re not just starting a job, you’re embarking on a career journey designed to empower you and make a significant impact. We believe in fostering an environment where innovative thought and creative problem-solving are encouraged, helping us to “challenge the status quo” and transform the finance industry together.
A Role at the Heart of Schwab’s Service Team
As part of Schwab’s service team, you become an integral part of our firm’s commitment to helping clients secure their financial futures. Your role involves educating clients about investment strategies, trading tools, market mechanics, and retirement choices. When clients have queries or face issues, you answer their calls, provide solutions, and advocate for them. This process involves taking ownership of complex issues, and finding the best possible solutions.
At Schwab, we prioritize your professional growth. You will have the opportunity to attend the Schwab Service Academy (SSA), a platform that provides you with paid training, study time, and support to obtain your Securities Industry Essentials and FINRA Series 7 & 63 licenses. If you are eager to pursue a career in finance, enjoy working in a team setting, and share our passion for serving clients – this role is for you.
Your Compensation at Schwab
We believe in rewarding our employees for their hard work and commitment. We offer a competitive pay and bonus package. Starting compensation for this location begins at $52,800 during training (increases depending on related experience), plus an annual bonus opportunity of 10% of your base pay and other eligible earnings. With the potential for performance-based pay increases and obtaining the required licensing, 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.
Your Qualifications
You don’t have to be a finance expert to succeed at Schwab. We value a growth mindset, a willingness to learn, and a passion for serving others more than any particular background or experience. At Charles Schwab, we strive to make a difference in people’s lives through our innovative solutions and world-class service.
Required Qualifications
- You should be able to work full time on-site during Schwab’s training program (SSA), followed by a hybrid work schedule.
- You should be able 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.
- Ability to adapt to changes in the market and business.
- Eagerness to learn about finance.
- A passion for serving 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.
- A desire to be part of a supportive and collaborative team.
- Proven ability to navigate multiple computer applications efficiently.
What’s in it for you at Schwab
At Schwab, we empower you to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. 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 comprehensive compensation 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
Start your career journey with Schwab today. For more details, click Here.
