Financial Services Representative
Company: Charles Schwab
Location: Haltom City
Posted on: January 19, 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 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. -This position may be based out of the Westlake or
Southlake location. - - -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 #SchwabLife on
social!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. 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 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 experiencesWhat'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 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-benefits -We offer a
competitive pay and bonus package. -Starting compensation for this
location begins at $49,700 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 $56,800 ($51,700
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 .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 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, Haltom City , Financial Services Representative, Accounting, Auditing , Haltom City, Texas
Didn't find what you're looking for? Search again!
Loading more jobs...