Position Type: Regular
Your opportunity
At Schwab, we believe in empowering individuals to shape their own careers. We foster an environment where innovative thinking and creative problem-solving thrive, allowing us to challenge the status quo and make significant strides in the transformation of the finance industry.
Our service team is at the core of our commitment to help clients take control of their financial futures. In this role, you’ll be equipped to educate clients on investment strategies, trading tools, market mechanics, and retirement choices. This is where you’ll engage and advocate for clients, taking ownership of complex issues to provide the best possible solutions.
By attending the Schwab Service Academy (SSA), you’ll embark on your professional journey with paid training, study time, and support to obtain your Securities Industry Essentials and FINRA Series 7 & 63 licenses. This is an exciting opportunity for those who are eager to build a career in finance, enjoy team interactions, and share our passion for client service.
Compensation and Benefits
We offer a competitive pay and bonus package. Starting compensation for this role begins at $51,400.00 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 $58,740.00 ($53,400.00 base, plus 10% bonus opportunity depending on individual/corporate performance) within their first 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! Individuals from various backgrounds have found tremendous success here. The key ingredients for success are a growth mindset, a willingness to learn, and a passion for serving others. At Charles Schwab, our mission is to make a difference in people’s lives through 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.
- Capability to work various shifts to serve our clients 24/7, including overnight and weekend availability.
Preferred Qualifications
- Previous customer service experience
- Prior 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
- Passion for service to clients
- Drive to learn about the securities industry, including the basics of equity, option, and mutual fund transactions
- Strong communication, influencing and client engagement skills
- Desire to be part of a supportive and collaborative team
- Demonstrated success navigating multiple computer applications
What’s in it for You
At Schwab, we empower you to shape your future. We promote growth through meaningful work, continuous learning, and a culture of trust and collaboration. Balancing our commitment to workplace flexibility, serving our clients, and our belief in the value of being together in person on a regular basis is fundamental to our approach.
We offer a comprehensive benefits package that takes care of the whole you – both today and in the future:
- 401(k) plan with company match and an Employee Stock Purchase Plan
- Paid time off 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
For more information about the position, click Here.
