Licensed Financial Services Representative
Company: Charles Schwab
Location: Fremont
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 licensesMotivation to learn
about the securities industry, including the basic principles of
equity, option and mutual fund transactionsA dedication to
consistently improve the client experienceAbility to establish
trust and rapport with clients over the phoneRobust consulting,
influencing and client engagement skillsDesire to work in a
collaborative team-based cultureAn ownership mentality and
continuous improvement mindset with a desire to continually develop
and learnAbility to adapt and implement changes as market and
business conditions evolveWhat you have
Bring enthusiasm: Work in a high energy call center representative
environmentEngage clients: Deliver great client service when
answering inbound phone callsBe 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 servicesBe 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:
Keywords: Charles Schwab, Omaha , Licensed Financial Services Representative, Accounting, Auditing , Fremont, Nebraska
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