Licensed Financial Services Representative
Company: Charles Schwab
Location: Missouri Valley
Posted on: May 16, 2022
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Job Description:
Position Type: Regular Your Opportunity We offer a competitive
pay and bonus package. Starting compensation for this location
ranges from $52,600 - $67,700 depending on related experience, plus
an annual bonus opportunity of 10% of your base pay and other
eligible earnings. 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
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. 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, Omaha , Licensed Financial Services Representative, Sales , Missouri Valley, Nebraska
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