Licensed Financial Services Representative
Company: Charles Schwab
Location: San Marcos
Posted on: May 16, 2022
Position Type: Regular 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
No matter what your interest or expertise, our employees are
empowered to solve problems, innovate, and challenge the status
quo. Own Your Tomorrow embodies everything we do and we are
committed to helping our employees ignite their potential and
achieve their dreams.
What you are good at
In this exciting customer service role, you'll learn to educate our
clients about investments, trading tools, market mechanics, and
retirements choices, in addition to earning your Securities
licenses in our paid licensing and training program. And if you're
not a finance expert- that's okay! We've seen tremendous success
from new grads, career switchers, customer service workers, and
people returning to the workforce.
Condition of employment that you will obtain the FINRA Series 7 &
Motivation to learn about the securities industry, including the
basic principles of equity, option and mutual fund transactions
A dedication to consistently improve the client experience
Ability to establish trust and rapport with clients over the
Robust consulting, influencing and client engagement skills
Desire to work in a collaborative team-based culture
An ownership mentality and continuous improvement mindset with a
desire to continually develop and learn
Ability to adapt and implement changes as market and business
What you have
Bring enthusiasm : Work in a high energy call center representative
Engage clients: - Deliver great client service when answering
inbound phone calls
Be an advocate for clients: - Take ownership and tackle complex and
challenging issues to resolve the client's needs. Introducing
clients to Schwab and TD Ameritrade's products and services
Be consultative: - Once licensed, recommend appropriate solutions
to clients which align to their investment goals and promote Schwab
Have a defined model of success : Our culture is one where
employees feel empowered to own their career with a focus on
addressing clients' needs, personalizing each interaction, and
valuing clients and their time.
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
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:
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 or remote. Want to see how our
employees are participating in the Workplace Flexibility Program?
Check out #SchwabLife on social!
We offer a competitive pay and bonus package. Starting compensation
for this location ranges from $57,900 - $74,500 depending on
related experience, plus an annual bonus opportunity of 10% of your
base pay and other eligible earnings.
Why work for us? Own Your Tomorrow embodies everything we do! We
are committed to helping our employees ignite their potential and
achieve their dreams. Our employees get to play a central role in
reinventing a multi-trillion-dollar industry, creating a better,
more modern way to build and manage wealth.
Benefits: A competitive and flexible package designed to empower
you for today and tomorrow. We offer a competitive and flexible
package designed to help you make the most of your life at work and
at home-today and in the future. Explore further .
Schwab is committed to building a diverse and inclusive workplace
where everyone feels valued. As an Equal Opportunity Employer, our
policy is to provide equal employment opportunities to all
employees and applicants without regard to any status that is
protected by law. Please click here to see the policy.
Schwab is an affirmative action employer, focused on advancing
women, racial and ethnic minorities, veterans, and individuals with
disabilities in the workplace. If you have a disability and require
reasonable accommodations in the application process, contact Human
Resources at firstname.lastname@example.org or call 800-275-1281
TD Ameritrade, a subsidiary of Charles Schwab, is an Equal
Opportunity Employer. At TD Ameritrade we believe People Matter. We
value diversity and believe that it goes beyond all protected
classes, thoughts, ideas, and perspectives.
Keywords: Charles Schwab, San Marcos , Licensed Financial Services Representative, Sales , San Marcos, Texas
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