Empower Your Future with a Career at Schwab
At Schwab, you are not just another employee. You are an individual with unique talents and insights, empowered to make a significant impact on your career. Schwab is a platform where innovative thought meets creative problem solving, where employees are encouraged to “challenge the status quo” and transform the finance industry together. This approach stems from Schwab’s commitment to serve its clients better and take the finance industry to greater heights. More information about Schwab can be found here.
Contribute to the Heart of Schwab: The Service Team
At the very core of Schwab’s commitment to helping clients own their financial futures is the service team. As part of this team, you will educate clients about investment strategies, trading tools, market mechanics, and retirement choices. You will actively engage with clients, advocating for them and their needs, answering inbound calls, owning issues and working towards offering the best possible solution. This role involves tackling complex issues, reflecting both your knowledge and your ability to empathize with the client’s situation.
Schwab Service Academy: A Step Towards Professional Growth
Schwab encourages employees to chart their professional journey through the Schwab Service Academy (SSA). This institute provides paid training, study time, and support for obtaining your Securities Industry Essentials and FINRA Series 7 & 63 licenses. This opportunity is perfect if you are eager to pursue a career in finance, thrive in a team setting, and share Schwab’s passion for serving clients.
Competitive Compensation and Bonus Package
Schwab offers a competitive pay and bonus package that rewards employees fairly. The starting compensation for this location begins at $52,800 during training, with potential increases based on related experience. In addition to this, there is an annual bonus opportunity of 10% of your base pay and other eligible earnings. Employees can potentially increase their total earnings to $60,280 ($54,800 base, plus 10% bonus opportunity) within their first year, provided they obtain the required licensing and meet performance-based pay increases.
What Makes a Successful Candidate at Schwab
You don’t need to be a finance expert to excel at Schwab. The company values a growth mindset, a willingness to learn, and a passion for serving others. Successful candidates will have these traits, and be ready to make a difference in people’s lives through innovative solutions and world-class service.
Required Qualifications
Candidates are required to work full-time onsite during Schwab’s training program, followed by a hybrid work schedule. They must also be able to work various shifts to serve clients 24/7, which includes overnight and weekend availability.
Preferred Qualifications
Previous customer service experience and client relationship experience are advantageous. A bachelor’s degree or higher in Finance, Economics, or related field from an accredited university is preferred. Candidates should be adaptable to changes in the market and business, eager to learn about finance, and passionate about client service. Other preferred qualifications include motivation to learn about the securities industry, robust communication skills, the desire to be part of a supportive and collaborative team, and proven success in navigating multiple computer applications.
What Schwab Offers You
Schwab empowers you 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. It includes a 401(k) with company match, an Employee Stock Purchase Plan, paid time for vacation, volunteering, and a 28-day sabbatical after every five years of service for eligible positions. Schwab also offers paid parental leave and family building benefits, tuition reimbursement, and health, dental, and vision insurance.
