Licensed Financial Services Representative
Company: Charles Schwab
Location: Tempe
Posted on: May 11, 2022
Job Description:
Position Type: Regular
Your Opportunity
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 at
In 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. Motivation to learn about the
securities industry, including the basic principles of equity,
option and mutual fund transactionsA dedication to consistently
improve the client experienceAbility to establish trust and rapport
with clients over the phoneRobust consulting, influencing and
client engagement skillsDesire to work in a collaborative
team-based cultureAn ownership mentality and continuous improvement
mindset with a desire to continually develop and learnAbility 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.
- Current and active FINRA Series 7 & 63 licensesWhat 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: 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! We 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. 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, Tempe , Licensed Financial Services Representative, Sales , Tempe, Arizona
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