At Charles Schwab, you have the chance to carve out a meaningful career where your contributions make a real impact. Our commitment to innovation and transformative thinking challenges the norms of the finance industry, empowering you to grow professionally while reshaping our client's financial futures.
Role Responsibilities
Join our dynamic service team, pivotal in ensuring our clients are equipped to navigate their financial journeys. This role offers an immersive experience where you'll educate clients on investment strategies, market dynamics, and retirement planning. Handling inbound calls, you'll advocate for clients, taking ownership of their concerns and providing effective solutions. Your journey begins with the Schwab Service Academy, offering comprehensive training and support to acquire essential licenses like Securities Industry Essentials and FINRA Series 7 & 63.
Compensation and Growth Potential
We value your dedication with a competitive compensation package. Starting at $47,300 annually during training, you'll have the opportunity for a 10% annual bonus based on your performance. As you progress and achieve required licenses, your total compensation potential can rise to $54,200 within the first year, reflecting your growth and contributions to our team.
Candidate Qualifications
No prior finance experience? No problem. We welcome diverse backgrounds and skill sets, prioritizing a growth mindset, a passion for learning, and a commitment to exceptional client service. Join us in making a difference through innovative solutions and world-class service.
Benefits and Development
At Schwab, we invest in your future with comprehensive benefits and development opportunities:
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HEALTH AND WELLNESS
- Health Insurance
- Dental Insurance
- Vision Insurance
- Life Insurance
- Short-Term Disability
- Long-Term Disability
- FSA
- FSA With Employer Contribution
- HSA
- HSA With Employer Contribution
- Pet Insurance
- Mental Health Benefits
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PARENTAL BENEFITS
- Birth Parent Or Maternity Leave
- Non-Birth Parent Or Paternity Leave
- Fertility Benefits
- Adoption Assistance Program
- Family Support Resources
- Adoption Leave
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WORK FLEXIBILITY
- Hybrid Work Opportunities
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OFFICE LIFE AND PERKS
- Commuter Benefits Program
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VACATION AND TIME OFF
- Paid Vacation
- Paid Holidays
- Personal/Sick Days
- Sabbatical
- Leave Of Absence
- Volunteer Time Off
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FINANCIAL AND RETIREMENT
- 401(K) With Company Matching
- Stock Purchase Program
- Performance Bonus
- Financial Counseling
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PROFESSIONAL DEVELOPMENT
- Tuition Reimbursement
- Promote From Within
- Shadowing Opportunities
- Access To Online Courses
- Internship Program
- Work Visa Sponsorship
- Leadership Training Program
- Associate Or Rotational Training Program
Join Schwab
If you're driven to excel in finance, thrive in a collaborative environment, and share our commitment to client service, seize this opportunity to transform your career with Schwab. Apply today and discover a rewarding journey ahead.
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