What are the responsibilities and job description for the Client Financial Rep position at Charles Schwab?
Your Chance to Make a Difference
Serving clients with innovative solutions and world-class service is at the heart of our firm's commitment to helping people own their financial futures.
You will learn to educate clients about investment strategies, trading tools, market mechanics, and retirement choices. Engaging with, and being an advocate for, clients when answering inbound calls, taking ownership, and tackling complex issues to offer the best possible solution is key in this role.
We empower you to pursue a career in finance by attending the Schwab Service Academy (SSA), which provides paid training, study time, and support to obtain your Securities Industry Essentials and FINRA Series 7 & 63 licenses.
We are seeking individuals who enjoy working in a team setting, share our passion for serving clients, and are eager to grow in their careers.
What You Will Get:
A competitive pay and bonus package awaits you. Starting compensation for this location begins at $54,100 during training, plus an annual bonus opportunity of 10% of your base pay and other eligible earnings.
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.
Requirements:
To be successful, you must have a growth mindset, a willingness to learn, and a passion for serving others. You should also be able to work full-time on-site during Schwab's training program (SSA), followed by a hybrid work schedule.
In addition, we prefer candidates with previous customer service experience, a Bachelor's degree or higher in Finance, Economics, or related field from an accredited university, and robust communication skills.
Salary : $54,100
