Licensed Financial Services Representative
Company: Charles Schwab
Location: Yutan
Posted on: May 16, 2022
Job Description:
Position Type: RegularYour OpportunityWe 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 atIn 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 evolveWhat 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 serviceTo
find out additional details about our competitive benefits package,
visit our benefits page:
https://jobs.schwabjobs.com/summary-of-benefits Remote
OpportunitiesWorkplace 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
applicantaccessibility@schwab.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 applicantaccessibility@schwab.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 , Yutan, Nebraska
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