Empower Your Career at Schwab
At Schwab, more than a job is offered; it is the opportunity to make an impact on your career. Schwab is a place where innovative thought meets creative problem-solving, helping to transform the finance industry and challenge the status quo. At its core, Schwab believes in empowering its employees to take charge of their professional journey.
Serve the Future of Finance
Schwab’s service team is the heart of the firm’s commitment to helping clients own their financial futures. In a role with Schwab, you will learn to educate clients about investment strategies, trading tools, market mechanics, and retirement choices. This role requires engagement with clients, answering inbound calls, taking ownership, and tackling complex issues to offer the best possible solution. It’s a role that demands advocacy for clients and a commitment to their financial success.
Professional Development at Schwab
At Schwab, you are not just an employee; you are a student of finance. As part of your ongoing professional development, you’ll attend the Schwab Service Academy. This is an incredible opportunity to receive paid training, dedicated study time, and the support you need to obtain your Securities Industry Essentials and FINRA Series 7 & 63 licenses.
Competitive Compensation
Schwab values its employees and offers a competitive pay and bonus package. Starting compensation for this location begins at $52,800 during training, 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 $60,280 ($54,800 base, plus 10% bonus opportunity depending on individual/corporate performance) within their 1st year upon obtaining the required licensing and achieving performance-based pay increases.
Who Can Join Schwab?
If you’re not a finance expert, that’s okay! Schwab welcomes individuals from many different experiences and backgrounds. Successful candidates will have a growth mindset, a willingness to learn, and a passion for serving others. At Charles Schwab, the mission is to make a difference in people’s lives through innovative solutions and world-class service.
Required and Preferred Qualifications
Among the required qualifications are the ability to work full time on-site during Schwab’s training program (SSA), followed by a hybrid work schedule. Candidates must also be able to work various shifts to serve clients 24/7, including overnight and weekend availability.
Preferred qualifications include previous customer service and client relationship experience, a Bachelor’s degree or higher in Finance, Economics, or related field from an accredited university, and a demonstrated ability to adapt to changes in the market and business. Candidates should also have an eagerness to learn about finance and a passion for client service. It is a plus to have motivation to learn about the securities industry, robust communication, influencing and client engagement skills, and a desire to be part of a supportive and collaborative team.
What’s in It for You?
At Schwab, you’re empowered to shape your future. Schwab champions your growth through meaningful work, continuous learning, and a culture of trust and collaboration. This approach balances the commitment to workplace flexibility, serving clients, and the strong belief in the value of being together in person on a regular basis.
To take care of the whole you, Schwab offers a competitive compensation package, which includes a 401(k) with company match, an Employee stock purchase plan, paid time for vacation, volunteering, a 28-day sabbatical after every 5 years of service for eligible positions, paid parental leave and family building benefits, tuition reimbursement, and health, dental, and vision insurance.
Join Schwab and be part of a company that values its employees, clients, and the future of finance. Click here to learn more about this opportunity.
