Associate Financial Service Professional

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Job ID:
0627-29789
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:
IL - Chicago, MI - Grand Rapids, NJ - Jersey City, NC - Charlotte, NE - Omaha, WI - Milwaukee, NC - Raleigh, VA - Richmond, NY - New York, PA - Pittsburgh, IN - Indianapolis
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. Our Broker Training Program is a great career starter, setting a foundation for further growth and development within the company.  Senior Vice President of Client Service & Support, Brian McDonald started in this very role! 

“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 a learning and career development experience designed to support you through various stages of training and skills development; leading you to successfully earn the Series 7 and 63 brokerage licenses. Earning your licenses will open doors to a number of career opportunities across the firm. Your team manager will act as a dedicated coach along with colleagues and internal business partners to support you in further developing your business acumen and product knowledge.

Our employees on what it’s like to work at Schwab: http://schw.jobs/IwpBk

What you’ll do:

Your career will begin as an Associate Financial Service Professional building trust and inspiring confidence through exceptional service, one connection at a time. Additionally, you will:

  • Complete a mix of instructor led classroom training and on-the-job learning (OJL) in your first year
  • Learn about the fascinating world of financial services and 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
  • 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
  • Successfully pass the Series 7 and 63 securities examinations

Once you’ve successfully earned your licenses, your role will evolve and allow you to:

  • Engage in more complex dialogue regarding market conditions and trends
  • 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
  • Ability to establish rapport with clients over the phone to create long term relationships with Schwab
  • Desire to work in a collaborative team based culture
  • Ability to adapt and implement changes as market and business conditions evolve
  • Bachelor’s Degree OR Equivalent work experience

Where you'll be:

This role is located in the Schwab office at 8332 Woodfield Crossing Blvd., Indianapolis, IN 46240

What you’ll get:

Sabbatical Program, Employee Wellness Program, Volunteer Time, Employee Resource Groups and --- the opportunity to do the best work of your life!

  • Learn more about Life@Schwab
  • See Charles Schwab Benefits for more details
  • Schwab employees have the ability to earn an annual bonus based on company results and personal performance

“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:IL - Chicago, MI - Grand Rapids, NJ - Jersey City, NC - Charlotte, NE - Omaha, WI - Milwaukee, NC - Raleigh, VA - Richmond, NY - New York, PA - Pittsburgh, IN - Indianapolis
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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.