Financial Services Associate - Training & Licensing Path

Charles Schwab; Chandler (AZ); Vor Ort; USD 53.000 - 60.000; Vollzeit

Benefits dieser Stelle

401(k) with company match

Employee stock purchase plan

Paid time off

Paid parental leave

Tuition reimbursement

Health, dental, and vision insurance

24/7 service availability

Zusammenfassung

Charles Schwab’s service team is at the heart of our commitment to helping clients own their financial futures. In this role you’ll educate clients about investment strategies and retirement choices, answer inbound calls, and own complex issues until resolution.

You’ll participate in the Schwab Service Academy with paid training, study time, and support to obtain Securities Industry Essentials and FINRA Series 7 & 63 licenses. A growth mindset and client focus are essential.

Qualifikationen

• Growth mindset and willingness to learn new concepts.
• Strong willingness to serve clients and resolve complex inquiries.
• Ability to adapt to a dynamic financial-services environment.

Aufgaben

• Educate clients about investment strategies, trading tools, and retirement choices.
• Engage with clients, take ownership of inquiries, and provide best solutions.
• Attend Schwab Service Academy for paid training and licensing support.

Kenntnisse

Communication skills

Customer service

Team collaboration

Ausbildung

Bachelor's degree or higher in Finance, Economics, or related field

Jobbeschreibung

Charles Schwab’s service team is at the heart of our commitment to helping clients own their financial futures. In this role you’ll educate clients about investment strategies and retirement choices, answer inbound calls, and own complex issues until resolution.

You’ll participate in the Schwab Service Academy with paid training, study time, and support to obtain Securities Industry Essentials and FINRA Series 7 & 63 licenses. A growth mindset and client focus are essential.