Financial Services Representative: Training & Licensing Path

Charles Schwab; Tempe (AZ); On-site; USD 53,000 - 60,000; Full time

Benefits offered by this job

401k match

Employee stock purchase plan

Vacation days

Sabbatical

Parental leave

Tuition reimbursement

Health insurance

Job summary

Charles Schwab in Tempe, AZ is hiring to join the service team, learning to educate clients about investment strategies, trading tools, market mechanics, and retirement choices. You will engage with clients on inbound calls, take ownership of issues, and pursue the best solutions while preparing for the Schwab Service Academy training and licensing path.

Starting pay during training begins at $52,800 with a 10% annual bonus potential and earnings up to $60,280 in the first year after licensing

Qualifications

• Previous customer service experience is preferred.
• Previous client relationship experience is preferred.
• Bachelor’s degree or higher in Finance, Economics, or related field from accredited university.

Responsibilities

• Educate clients about investment strategies, trading tools, market mechanics, and retirement choices.
• Answer inbound calls and advocate for clients while taking ownership of issues.
• Tackle complex issues to offer the best possible solutions and pursue licensing paths (SIE and FINRA 7 & 63).

Skills

Customer service

Client relationship

Communication skills

Education

Bachelor’s degree in Finance or Economics

Job description

Charles Schwab in Tempe, AZ is hiring to join the service team, learning to educate clients about investment strategies, trading tools, market mechanics, and retirement choices. You will engage with clients on inbound calls, take ownership of issues, and pursue the best solutions while preparing for the Schwab Service Academy training and licensing path.

Starting pay during training begins at $52,800 with a 10% annual bonus potential and earnings up to $60,280 in the first year after licensing