Unlicensed- Financial Services Representative

Employer
Charles Schwab
Location
Phoenix, AZ
Salary
$49,192 - $49,192 / Year + Benefits + Bonus
Closing date
Dec 1, 2023

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Job Role
Customer / Client Support Specialist
Employment Type
Full Time
Level
Entry Level
Experience Level
1-4 years
CFP® Certification
Not necessary

Job Details

Schwab’s service team is at the heart of our firm’s commitment to helping clients own their financial futures. In this exciting role, you’ll learn to educate clients about investment strategies, trading tools, market mechanics, and retirement choices. You’ll engage with, and be an advocate for, clients when answering inbound calls, taking ownership, and tackling complex issues to offer the best possible solution. You’ll also take charge of your own professional journey by attending the Schwab Service Academy, which provides you with the paid training, study time, and support you need to obtain your Securities Industry Essentials and FINRA Series 7 & 63 licenses. If you are eager to pursue a career in finance, 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 begins at $50,400 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 $57,657 ($52,416 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.

If you’re not a finance expert, that’s okay! People coming from many different experiences have found tremendous success here at Charles Schwab.  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

  • Flexibility to work any day, time, or shift to accommodate 24/7 contact center needs

Preferred Qualifications

  • Previous customer service experience
  • Previous client relationship experience
  • Bachelor’s degree or higher in Finance, Economics, or related field from accredited university
  • Ability to adapt to changes in the market and business
  • Eagerness to learn about finance
  • Passion for service to clients 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 be part of a supportive and collaborative team
  • Proven success navigating multiple computer applications

Company

Financial services can be complicated. Charles Schwab is trying to fix that. They have a history of challenging the status quo and innovating in ways that help individuals create a better tomorrow. Their purpose is to champion every client’s goals with passion and integrity, empowering them to take ownership of their financial future at every income level and life stage.

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