Unlock Your Potential with Schwab
Charles Schwab, a leading provider of financial services, is inviting individuals to join their team and make a significant impact on their career. A firm that values innovation and creative problem-solving, Schwab is dedicated to challenging the status quo and revolutionizing the finance industry.
The Role
Schwab’s service team is a central unit of the firm, playing a crucial role in upholding its commitment to ensure clients control their financial futures. As a part of this team, you’ll be given the opportunity to educate clients about different investment strategies, trading tools, market mechanics, and retirement options.
Your responsibilities will include engaging with clients, answering their queries, and offering solutions to complex issues. You’ll be their advocate, taking full ownership of the interaction to provide them with the best possible solution. You will also be required to attend the Schwab Service Academy (SSA), which will provide you with paid training, study time, and support to obtain your Securities Industry Essentials and FINRA Series 7 & 63 licenses.
Compensation
Schwab offers a competitive pay and bonus package. The starting compensation for this location begins at $52,800 during training and can increase depending on related experience. You also have an annual bonus opportunity of 10% of your base pay and other eligible earnings. Employees can potentially increase their total compensation to $60,280 within their first year upon obtaining the required Licensing and achieving performance-based pay increases.
Who Can Apply?
Regardless of your prior experience in finance, Schwab encourages individuals with a growth mindset, a willingness to learn, and a passion for serving others to apply. Previous customer service or client relationship experience can prove to be beneficial. A bachelor’s degree or higher in Finance, Economics, or a related field from an accredited university is preferred but not necessary.
Applicants must be willing to work full time on-site during Schwab’s training program (SSA), followed by a hybrid work schedule. They should also be prepared to work various shifts to cater to clients 24/7, which includes overnight and weekend availability.
What’s in It for You?
Schwab believes in empowering you to shape your future. The firm champions your growth through meaningful work, continuous learning, and a culture of trust and collaboration. This way, you can build skills that will make a lasting impact. Schwab’s approach strikes a balance between their ongoing commitment to workplace flexibility and serving their clients, along with their strong belief in the value of being together in person on a regular basis.
They offer a competitive package that takes care of you both today and in the future. This includes a 401(k) with a company match, an Employee stock purchase plan, paid time for vacation, volunteering, and a 28-day sabbatical after every 5 years of service for eligible positions. Other benefits include paid parental leave, family building benefits, tuition reimbursement, and health, dental, and vision insurance.
If you are eager to pursue a career in finance, enjoy working in a team setting, and share Schwab’s passion for serving clients, this role could be your next big opportunity. To learn more about the role and apply, click Here.
