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Position Type : Regular
Your opportunity
At Schwab, youre empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us challenge the status quo and transform the finance industry together.
Schwabs service team is at the heart of our firms commitment to helping clients own their financial futures. In this exciting role, youll give clients financial guidance while forming lasting relationships built on trust, respect, and reaching a common goal.
Youll engage with, and be an advocate for, clients when answering inbound calls, taking ownership, and tackling complex issues to offer the best possible solution.
If you currently have your securities licenses, enjoy working in a team setting, and share our passion for serving clients - this role is for you.
We offer a competitive pay and bonus package. Starting compensation for this location ranges from $49,300 - $69,100 depending on related experience, plus an annual bonus opportunity of 10% of your base pay and other eligible earnings.
What you have
Successful candidates will have a growth mindset, a willingness to learn, and a passion for serving others. At Charles Schwab, we strive to make a difference in people's lives through our innovative solutions and world-class service.
Required Qualifications
Preferred Qualifications
Whats in it for you
At Schwab, were committed to empowering our employees personal and professional success. Our purpose-driven, supportive culture, and focus on your development means youll get the tools you need to make a positive difference in the finance industry.
Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package that takes care of the whole you both today and in the future :
Last updated : 2024-05-21
Full Time
Securities
$55k-71k (estimate)
05/23/2024
05/25/2024
aboutschwab.com
SAN FRANCISCO, CA
15,000 - 50,000
1986
WALTER W BETTINGER II
$10B - $50B
Securities
The job skills required for Financial service representative include Customer Service, Flexibility, etc. Having related job skills and expertise will give you an advantage when applying to be a Financial service representative. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Financial service representative. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Financial service representative positions, which can be used as a reference in future career path planning. As a Financial service representative, it can be promoted into senior positions as a Financial Retail Sales Assistant II - Registered that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Financial service representative. You can explore the career advancement for a Financial service representative below and select your interested title to get hiring information.
If you are interested in becoming a Financial Service Representative, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Financial Service Representative for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Financial Service Representative job description and responsibilities
They arrange meetings with clients, suggest suitable financial products or services based on clients' financial goals, and ensure that clients are satisfied with their purchases.
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A financial service representative may advance his career by obtaining certifications and building up more and more accounts.
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To acquire clients, the representative may need to make cold calls, knock on doors, or attend financial seminars.
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Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
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Be very, very careful when selecting a financial services representative.
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