Licensed Financial Services Representative
Company: Charles Schwab
Location: Austin
Posted on: October 10, 2024
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Job Description:
Position Type: RegularYour opportunity At Schwab, you're
empowered to make an impact on your career. Here, innovative
thought meets creative problem solving, helping us "challenge the
status quo" and transform the finance industry together. Schwab's
service team is at the heart of our firm's commitment to helping
clients own their financial futures. In this exciting role, you'll
give clients financial guidance while forming lasting relationships
built on trust, respect, and reaching a common goal. You'll engage
with, and be an advocate for, clients when answering inbound calls,
taking ownership, and tackling complex issues to offer the best
possible solution. You'll also have the ability to take charge of
your own professional journey with our supportive, nurturing
culture and diverse set of career opportunities. If you currently
have your securities licenses, enjoy working in a team setting, and
share our passion for serving clients - this role is for you. We
offer a competitive pay and bonus package. Starting compensation
for this location ranges from $52,400 - $76,000 depending on
related experience, plus an annual bonus opportunity of 10% of your
base pay and other eligible earnings. What you have What you have
Successful candidates will have a growth mindset, a willingness to
learn, and a passion for serving others. At Charles Schwab, we
strive to make a difference in people's lives through our
innovative solutions and world-class service. Required
Qualifications - Active FINRA Series 7 & 63 Licenses - Flexibility
to work any day, time, or shift to accommodate 24/7 contact center
needs Preferred Qualifications - 1+ years of customer service
experience - 1+ years of client relationship experience -
Bachelor's degree or higher in Finance, Economics, or related field
from accredited university - Ability to adapt to changes in the
market and business - Robust communication, influencing and client
engagement skills - Desire to be part of a supportive and
collaborative team - Proficient in Client Relationship Management
(CRM) platforms - Strong candidates will also have previous
experience in Financial Representative role What's in it for you At
Schwab, we're committed to empowering our employees' personal and
professional success. Our purpose-driven, supportive culture, and
focus on your development means you'll get the tools you need to
make a positive difference in the finance industry. Our Hybrid Work
and Flexibility approach balances our ongoing commitment to
workplace flexibility, serving our clients, and our strong belief
in the value of being together in person on a regular basis. We
offer a competitive benefits package that takes care of the whole
you - both today and in the future: 401(k) with company match and
Employee stock purchase plan Paid time for vacation, volunteering,
and 28-day sabbatical after every 5 years of service for eligible
positions Paid parental leave and family building benefits Tuition
reimbursement Health, dental, and vision insurance
Keywords: Charles Schwab, College Station , Licensed Financial Services Representative, Accounting, Auditing , Austin, Texas
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