Your Opportunity at Schwab
Charles Schwab, a pioneer in the financial services industry, is currently offering an exciting opportunity for individuals ready to make a meaningful impact on their careers. Schwab is renowned for its innovative approaches that encompass both creative problem-solving skills and new thought paradigms, an approach that has enabled the firm to challenge the status quo and redefine the finance sector.
At Schwab, you will find a team that is committed to helping clients take control of their financial futures. This commitment is what drives the service team at Schwab, the heart of the company’s operations. As part of this team, you will be equipped with the knowledge to guide clients on investment strategies, trading tools, market mechanics, and retirement choices.
Empowerment through Schwab Service Academy
You will also be invited to attend the Schwab Service Academy, where you’ll receive comprehensive, paid training, and the support needed to obtain your Securities Industry Essentials and FINRA Series 7 & 63 licenses. This opportunity is perfect for those who are eager to start a career in finance, enjoy working in a team setting, and share Schwab’s passion for serving clients.
Competitive Pay and Bonus Package
Schwab’s competitive pay and bonus package begins with a starting compensation of $52,800 during training, coupled with an annual bonus opportunity of 10% of your base pay and other eligible earnings. Employees can potentially increase their total compensation to $60,280 ($54,800 base, plus a 10% bonus opportunity) within their first year upon obtaining the required licensing and achieving performance-based pay increases.
What You Need
Successful candidates at Schwab come from diverse experiences. What they share is a growth mindset, a willingness to learn, and a passion for serving others. At Charles Schwab, the goal 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.
- Ability to work various shifts to serve our clients 24/7, including overnight and weekend availability.
Preferred Qualifications
- Previous customer service experience
- Previous client relationship experience
- A Bachelor’s degree or higher in Finance, Economics, or a related field from an accredited university
- Ability to adapt to changes in the market and business
- A desire to learn about finance
- A passion for providing service to clients
- Willingness to learn about the securities industry, including the basic principles of equity, option, and mutual fund transactions
- Strong communication, influencing and client engagement skills
- Enthusiasm for working as part of a supportive and collaborative team
- Proven success navigating multiple computer applications
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—so you can build the skills to make a lasting impact. The company’s approach balances commitment to workplace flexibility, serving clients, and the strong belief in the value of being together in person on a regular basis.
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 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 this opportunity, click Here.
