Financial Representative
Company: Charles Schwab
Location: Crescent
Posted on: May 26, 2023
Job Description:
Position Type: RegularYour OpportunitySchwab 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 thats becoming a people leader or
director, were 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: Were proud to support
our employees in a working approach that allows you to bring your
best self to work whether thats in the office, at home, or remote.
Want to see how our employees are participating in the Workplace
Flexibility Program? Check out #SchwabLife on social! What you are
good atIn this exciting customer service role, youll 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 cultureWhat you
haveIf youre not a finance expert, thats okay! Weve 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 viewEngage 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 clients needs, in addition to
introducing clients to Schwab and TD Ameritrades products and
servicesBe 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 experiencesWhats 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 matchHealth,
Dental, and Vision insuranceFlexible spending accountEducation
reimbursementPaid time off & 4-week sabbatical after 5 years of
serviceTo find out additional details about our competitive
benefits package, visit our benefits page:
https://jobs.schwabjobs.com/summary-of-benefit We offer a
competitive pay and bonus package. Starting compensation for this
location begins at $46,400 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 $53,200 ($48,400
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.
Keywords: Charles Schwab, Omaha , Financial Representative, Accounting, Auditing , Crescent, Nebraska
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