Start Your Career in Financial Services with Schwab
Schwab is a leading provider of financial services, dedicated to creating a workforce that reflects the diversity of their clientele. With a commitment to innovation and creative problem-solving, Schwab is at the forefront of transforming the finance industry, challenging the status quo to offer clients a unique and exceptional experience.
Your Opportunity at Schwab
At Schwab, employees are empowered to create an impact on their career. The company fosters an environment where innovative thought meets creative problem-solving, enabling its team to challenge the conventional and transform the finance industry.
Schwab’s service team is at the heart of the firm’s commitment to helping clients own their financial futures. In this exciting role, employees learn to educate clients about investment strategies, trading tools, market mechanics, and retirement choices. They engage with clients, advocating for them when answering inbound calls, taking ownership of complex issues, and finding the best possible solutions.
Schwab Service Academy
Schwab provides a unique opportunity for its employees to take charge of their professional journey through the Schwab Service Academy. The academy offers paid training, study time, and support to obtain Securities Industry Essentials and FINRA Series 7 & 63 licenses. This is a great opportunity for those eager to pursue a career in finance, share Schwab’s passion for serving clients, and are available for evening, overnight, and weekend shifts.
Compensation and Benefits
Schwab offers competitive pay and a bonus package that includes a starting compensation of $51,400 during training plus an annual bonus opportunity of 10% of your base pay and other eligible earnings. Potential increases to total compensation up to $58,740 within the first year upon obtaining the required licensing and achieving performance-based pay increases are also available. Evening, overnight, and weekend shifts include up to 20% additional compensation, dependent on the shift.
Job Requirements
If you’re not a finance expert, that’s okay. People from various backgrounds have found tremendous success at Schwab. The key is a growth mindset, a willingness to learn, and a passion for serving others. The ability to work Monday through Friday during Schwab’s training program is a requirement, as is the flexibility to work assigned shifts, including evenings, overnights, and weekends, after training is complete.
Preferred Qualifications
While a background in finance is not mandatory, some preferred qualifications include previous customer service or client relationship experience, a bachelor’s degree or higher from an accredited university, the ability to adapt to changes in the market and business, and a passion for providing service to clients. Candidates should also be motivated to learn about the securities industry and exhibit strong communication and client engagement skills. A desire to be part of a supportive and collaborative team, and a demonstrated success in navigating multiple computer applications are also assets.
What’s in it for you
At Schwab, you’re empowered to shape your future. They champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration. Schwab also offers a comprehensive benefits package that takes care of the whole you – both today and in the future. This includes a 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, as well as paid parental leave, family building benefits, tuition reimbursement, and health, dental, and vision insurance.
Find out more about this exciting opportunity and apply here.
