Licensed, Financial Services Representative
Company: Charles Schwab
Location: Charlottesville
Posted on: August 7, 2022
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Job Description:
Job Description Position Type: RegularYour Opportunity We offer
a competitive pay and bonus package. Starting compensation for this
location ranges from $45,000 - $67,700 depending on related
experience, plus an annual bonus opportunity of 10% of your base
pay and other eligible earnings. 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. 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 & 63 licenses
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 phone 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 conditions evolve What you have Bring enthusiasm : Work in
a high energy call center representative environment 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
growth. 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 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 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 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 applicantaccessibilityschwab.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 , Licensed, Financial Services Representative, Accounting, Auditing , Charlottesville, Indiana
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