Client Advocate - Finance

Company: Charles Schwab
Location: Spicewood
Posted on: November 24, 2022

Job Description:

--- Position Type: Regular Your Opportunity Charles Schwab-TD Ameritrade is hiring Join us for a hiring event like no other. Hear from our leaders about our dynamic culture and our exciting Financial Services Representative opportunity. Mark your calendars for Dec. 13th --- Dec. 14th. Register, Learn, Interview and Receive a Potential Offer-all on the Same Day -- Tuesday, December 13th 12pm -1pm CT: Kick-off Meeting with Leaders -- Tuesday, December 13th 1-6pm CT: Virtual Interviews -- Wednesday, December 14th 12pm-6pm CT: Virtual Interviews By applying to this specific posting, you are expressing your interest in attending our event. All resumes will be reviewed and evaluated based on the required qualifications of each service role. Personal invitations will then be extended to those that meet the minimum requirements. Invitations will include all event details. For this event, we are targeting individuals who can start with us full time in January or February 2023. If you---re looking to jump start your Financial Services career and have a passion for helping clients, check out some key highlights for this event: -- Company overview and Q&A session -- Introductory discussion with our leaders -- Same-day or next-day interview with hiring leaders -- If selected, you---ll walk away with a competitive offer 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. Not only do we put our clients first, but we also extend this same approach to our employees. At Schwab you can go as far as your ambition takes you --- whether that---s becoming a people leader or director, we---re here to help you Own Your Tomorrow by providing paid licensing programs, comprehensive training, and mentorship in support of our employees igniting their potential and achieving their dreams. 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, at home, or remote. For this opportunity, a majority of the training program is in the office. We are seeking candidates who can work full time from the office for the duration of our 6-month training program. From there, workplace flex considerations can be reviewed with your manager. Want to see how our employees are participating in the Workplace Flexibility Program? Check out SchwabLife on social Locations we're hiring for: We---re hiring in most of our corporate locations for this opportunity: Candidates must be located within a commutable distance to our corporate office in one of these locations. -- Indianapolis, IN -- St. Louis, MO -- Omaha, NE -- Austin, TX 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. Through paid training and ongoing mentorship until you feel comfortable in your role, we will set you up for continuous development in Service and more -- Paid training and support to help you obtain FINRA Series 7 & 63 licenses -- 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 work in a collaborative team-based culture What you have If you---re not a finance expert, that---s okay We---ve seen tremendous success from new grads, career switchers, customer service workers, military veterans, and people returning to the workforce. In addition to the skills below, successful candidates will have a growth mindset, a willingness to learn, and a passion for serving others. -- Practice emotional intelligence: Make an impact on clients by showcasing empathy, patience, and effective communication to better understand their emotions and points of view -- Engage with and be an advocate for clients: Deliver great client service when answering inbound phone calls by taking ownership and tackling complex issues to resolve the client---s needs, in addition to introducing clients to Schwab and TD Ameritrade---s products and services -- Be a problem solver: Using the training you receive at Schwab, along with your expertise and analytical thinking skills, to offer the best possible solution -- Be coachable: Demonstrate the ability to continuously integrate feedback to drive personal growth and commit to continuously improving client experiences 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 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 , Client Advocate - Finance, Accounting, Auditing , Spicewood, Texas