Financial Service Professional

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Job ID:
0627-29787
Job Category:
Sales/Business Development
Relevant Work Experience:
Business Development and Sales-less than 2 yrs, Trading-2-5 yrs, Business Development and Sales-2-5 yrs, Customer Service-less than 2 yrs, Brokerage Operations-2-5 yrs, Brokerage Operations-less than 2yrs, Campus Programs, Trading-less than 2 yrs, Customer Service-2-5 yrs, Accounting and Finance-2-5 yrs, Financial Services-less than 2 yrs, Financial Services-2-5 yrs, Accounting and Finance-less than 2 yrs
Current Licenses / Certifications:
None
Position Located In:
TX - Dallas, TX - Ft Worth, TX - Westlake
Education:
BA/BS
Job Type:
Full Time

Our opportunity:

Looking for a career with purpose? Client Service & Support (CS&S) is a team of financial service professionals who provide clients with guidance and solutions using advanced technology to deliver best-in-class service.  We build trust and inspire confidence through exceptional service one connection at a time. 

“I believe our clients recognize Schwab for the high level of service we provide, and our employees recognize Schwab for the meaningful careers they can create here.” - Brian McDonald, Senior Vice President, Client Service & Support

Our investment in you and your career begins with employee engagement through career development and supporting you in reaching your goals.  In return, we ask that you help us do the same for our clients. 

Our employees on what it’s like to work at Schwab: https://www.aboutschwab.com/work-at-schwab

What you’ll do:

  • Complete a mix of instructor led classroom training and on-the-job learning (OJL)
  • Learn about the unique position Schwab has in the industry
  • Perform in a fast-paced, inbound service center environment representing Schwab in every interaction
  • Practice active listening and open-ended dialogue, to gain a thorough understanding of clients financial needs
  • Engage clients in discussions involving market conditions, trends and providing investment education
  • Care enough to ask the difficult questions knowing that just one question, the right question, can change a client’s future
  • Resolve client issues by leveraging technology and business experts within Schwab to identify efficient and effective methods to meet client goals
  • Recommend solutions to clients which align to their goals and promote Schwab growth
  • Execute trades

What you have:

  • Successful completion of our Client Focus Assessment which measures potential talent and role fit
  • Active and valid FINRA Series 7 & 63/66 licenses Strive to constantly improve the client experience
    • If you are not currently licensed you will start as an Associate Financial Services Professional and have the opportunity to be promoted to a Financial Services Professional
    • You will have a condition of employment for passing the Series 7 & 63 within 180 days of starting the licensing phase of training
  • Ability to establish rapport with clients over the phone to create long-term relationships with Schwab
  • Robust consulting, influencing and client engagement skills
  • Desire to work in a collaborative team-based culture
  • Ability to adapt and implement changes as market and business conditions evolve
  • Bachelor’s degree preferred

Where you'll be:

This role is located in the Schwab office at 2050 Roanoke Road, Westlake, TX  76262.

What you’ll get: 

  • Comprehensive Compensation and Benefits package.
  • Financial Health: 401k Match, Employee Stock Purchase Plan, Employee Discounts, Personalized advice, Brokerage discounts.
  • Work/Life Balance: Sabbatical, Paid Parental Leave, New Mothers returning to work Program, Tuition Reimbursement Programs, Time off to volunteer, Employee Matching Gifts Program.
  • Everyday Wellness: Health and Lifestyle Wellness Rewards, Onsite Fitness Classes, Healthy Food Choices, Wellness Champions.
  • Inclusion: Employee Resource Groups, Commitment to diversity, Strategic partnerships.
  • Not just a job, but a career, with an opportunity to do the best work of your life.

“If I had to describe Schwab in one word, it’s opportunity.” - Kendal Robinson, Financial Service Professional, Client Service & Support"

Charles Schwab & Co., Inc. is an equal opportunity/affirmative action employer committed to diversifying its workforce. All applications are considered without regard to race, color, religion, sex, sexual orientation, national origin, age, disability, protected veteran status (disabled veterans, recently separated veterans, active duty wartime or campaign badge veterans, Armed Forces service medal veterans), or based on any individual’s status in any group or class protected by applicable federal, state or local law.


Position Located In:TX - Dallas, TX - Ft Worth, TX - Westlake
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Brokerage Products: Not FDIC Insured • No Bank Guarantee • May Lose Value

Charles Schwab & Co., Inc. is an equal opportunity and affirmative action employer committed to diversifying its workforce. It is Schwab's policy to provide equal employment opportunities to all employees and applicants without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), gender identity or expression, national origin, ancestry, age, disability, legally protected medical condition, genetic information, marital status, sexual orientation, protected veteran status, military status, citizenship status or any other status that is protected by law. Schwab also does not discriminate against applicants or employees because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant.

At Schwab, we believe that every employee, through their diverse abilities and experiences, can contribute to our growth, innovation and client loyalty. We embrace diversity and are committed to providing equal opportunity to all employees and applicants. If you have a disability, and require reasonable accommodations in the application process, call Human Resources at 800-725-3535. We will be happy to assist you. Schwab will only share your accommodation request with those individuals who have a specific need to know. The request for an accommodation will not affect Schwab’s hiring decisions. All other submissions should be performed online.

The Charles Schwab Corporation provides a full range of securities, brokerage, banking, money management, and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (“Schwab”), Member SIPC , offers investment services and products, including Schwab brokerage accounts. Its banking subsidiary, Charles Schwab Bank (member FDIC and an Equal Housing Lender), provides deposit and lending services and products.