Licensed Financial Services Representative
Company: Charles Schwab
Location: Driftwood
Posted on: May 16, 2022
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Job Description:
Position Type: Regular Your Opportunity 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
Remote Opportunities 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 We
offer a competitive pay and bonus package. Starting compensation
for this location ranges from $57,900 - $74,500 depending on
related experience, plus an annual bonus opportunity of 10% of your
base pay and other eligible earnings. 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, Austin , Licensed Financial Services Representative, Accounting, Auditing , Driftwood, Texas
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