Client Advocate - Finance
Company: Charles Schwab
Location: Lebanon
Posted on: May 17, 2022
Job Description:
Position Type: RegularYour OpportunityCharles Schwab-TD
Ameritrade is hiring for our Indianapolis campus! Join us for a
hiring event like no other. Hear from our leaders about our dynamic
culture and our exciting Financial Services Representative
opportunity. Mark your calendars for May 17th and May 18th;
12pm-6pm ET. Register, Learn, Interview and Receive a Potential
Offer-all in the Same Day!
- Tuesday, May 17th 12pm ET: Kick-off Meeting with Leaders
- Tuesday, May 17th 1-6 pm ET: Virtual Interviews
- Wednesday, May 18th 12-6 pm ET: Virtual Interviews *1 hour
interview slots and you will be scheduled by a Talent Advisor once
you have registered We are proud to have you join our 2-day Virtual
Hiring Event hosted by Schwab and TD Ameritrade where you'll hear
directly from our leaders about our exciting Financial Services
Representative opportunity. If you're looking to jump start your
Financial Services career and have a passion for helping clients,
check out some key highlights for this event: --- Company overview
and Q&A session --- Introductory discussion with our leaders
--- Same-day interview with hiring leaders --- If selected, you'll
walk away with a competitive offer 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. Remote
OpportunitiesWorkplace 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 atIn 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.
Through paid training and ongoing mentorship until you feel
comfortable in your role, we will set you up for continuous
development in Service and more!
- 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 cultureWhat you
haveIf you're not a finance expert, that's okay! We've seen
tremendous success from new grads, career switchers, customer
service workers, military veterans, and people returning to the
workforce. In addition to the skills below, successful candidates
will have a growth mindset, a willingness to learn, and a passion
for serving others.
- 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 We offer a
competitive pay and bonus package. Starting compensation for this
location begins at $44,900 during training (increases depending on
related experience), plus an annual bonus opportunity of 10% of
your base pay and other eligible earnings. Employees have the
potential to increase their total compensation to $55,000 ($50,000
base, plus 10% bonus opportunity depending on individual/corporate
performance) within their 1st year upon obtaining the required
Licensing and achieving performance based pay increases. 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
applicantaccessibility@schwab.com 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, Fishers , Client Advocate - Finance, Accounting, Auditing , Lebanon, Indiana
Didn't find what you're looking for? Search again!
Loading more jobs...