Your Opportunity

Schwab was built around a simple idea: put the client first. Lots of companies say that, but we work to keep clients at the heart of everything we do by offering a better, more modern way to build and manage wealth.

Not only do we put our clients first, but we also extend this same approach to our employees. At Schwab you can go as far as your ambition takes you – whether that’s becoming a people leader or director, we’re here to help you Own Your Tomorrow by providing paid licensing programs, comprehensive training, and mentorship in support of our employees igniting their potential and achieving their dreams.

Workplace Flexibility Program: We’re proud to support our employees in a working approach that allows you to bring your best self to work – whether that’s in the office, at home, or remote. Want to see how our employees are participating in the Workplace Flexibility Program? Check out #SchwabLife on social!

What you are good at

• Paid training and support to help you obtain FINRA Series 7 & 63 licenses
• Motivation to learn about the securities industry, including the basic principles of equity, option, and mutual fund transactions
• Robust communication, influencing and client engagement skills
• Desire to work in a collaborative team-based culture

What you have

• Practice emotional intelligence: Make an impact on clients by showcasing empathy, patience, and effective communication to better understand their emotions and points of view
• Engage with and be an advocate for clients: Deliver great client service when answering inbound phone calls by taking ownership and tackling complex issues to resolve the client’s needs, in addition to introducing clients to Schwab and TD Ameritrade’s products and services
• Be a problem solver: Using the training you receive at Schwab, along with your expertise and analytical thinking skills, to offer the best possible solution
• Be coachable: Demonstrate the ability to continuously integrate feedback to drive personal growth and commit to continuously improving client experiences

What’s in it for you

Apart from the well-structured career path and excellent team environment, our employees enjoy a variety of perks and benefits. Our benefits include, but are not limited to:

• 401(k) with company match
• Health, Dental, and Vision insurance
• Flexible spending account
• Education reimbursement
• Paid time off & 4-week sabbatical after 5 years of service

To find out additional details about our competitive benefits package, visit our benefits page: https://jobs.schwabjobs.com/summary-of-benefits