Financial Services Representative
Company: Charles Schwab Co., Inc.
Location: Omaha
Posted on: January 25, 2023
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Job Description:
In this exciting role, you'll learn to educate our clients about
investments, trading tools, market mechanics, and retirement
choices. You will earn your Securities licenses in our paid
licensing and training program. Financial Services Representatives
are an essential component of our client relationship model that
has consistently set Charles Schwab and TD Ameritrade apart within
the financial services industry. We are looking for individuals who
are compassionate, good listeners, personable and have the desire
to be an ambassador for our growing organization. We offer
unlimited opportunities for professional development and
advancement as the strength our combined firm continues to grow.
Full Time Entry to Mid-Level Required: Obtain Series 7/63 licenses
Compensation: Competitive Responsibilities Location: Omaha,
Nebraska Requisition ID: 0 Category: Financial Services
Representative Position Type: Regular Salary Range: USD $45,000 -
$45,000 / Year 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. 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. 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. Want to see how
our employees are participating in the Workplace Flexibility
Program? Check out on social! 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: We offer a
competitive pay and bonus package. Starting compensation for this
location begins at $45,000 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 $51,700 ($47,000
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. 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 or call . 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 Co., Inc., Omaha , Financial Services Representative, Accounting, Auditing , Omaha, Nebraska
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