Your Opportunity at Schwab
Charles Schwab offers you an unparalleled chance to build a rewarding career in finance. The company values innovative thought and creative problem solving, encouraging employees to challenge the status quo and transform the finance industry together. This approach is about more than just upsetting the apple cart – it’s about ensuring that clients can own their financial futures with confidence and security. You can read more on Schwab’s career opportunities Here.
Join the Schwab Service Team
At the heart of Schwab’s trusted commitments is their service team, a group of dedicated professionals who are more than just employees – they are advocates for clients. In this role, you’ll engage with clients, educate them about investment strategies, trading tools, market mechanics, and retirement choices. When clients call with questions or concerns, you’ll take ownership of the situation, navigate complex issues, and offer the best possible solution.
Invest in Your Own Professional Journey
As a part of Schwab’s team, you’re not just working a job – you’re taking charge of your professional development. Through the Schwab Service Academy (SSA), you’ll receive paid training, study time, and support to obtain your Securities Industry Essentials and FINRA Series 7 & 63 licenses. This opportunity is ideal for those eager to pursue a career in finance, enjoy working in a team setting, and share Schwab’s passion for serving clients.
Competitive Pay and Bonus Package
Schwab offers a competitive pay and bonus package. Starting compensation begins at $52,800 during training and may increase depending on related experience. Employees also have an annual bonus opportunity of 10% of their base pay and other eligible earnings. Upon obtaining the required licensing and achieving performance-based pay increases, employees have the potential to increase their total compensation to $60,280 within their first year.
What You Bring to the Table
Even if you’re not a finance expert, you can find success at Schwab. The company values a growth mindset, a willingness to learn, and a passion for serving others. The ideal candidate is not just about qualifications – it’s about the drive to make a difference in people’s lives through 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 also be able to work various shifts to serve clients 24/7, including overnight and weekend availability.
Preferred Qualifications
Preferred qualifications include previous customer service experience, previous client relationship experience, and a Bachelor’s degree or higher in Finance, Economics, or related field from an accredited university. You should have the ability to adapt to changes in the market and business, eagerness to learn about finance, and robust communication, influencing, and client engagement skills.
What’s in it for You
At Schwab, you’re empowered to shape your future. The company champions your growth through meaningful work, continuous learning, and a culture of trust and collaboration. Schwab offers 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
With Schwab, you’re not just an employee – you’re an integral part of a team that’s making a difference in the world of finance.
