Growth-Minded Financial Services Associate

Charles Schwab; Plainfield (IL); Hybrid; USD 46,000 - 57,000; Full time

Benefits offered by this job

401(k) with company match

Employee stock purchase plan

Paid vacation

Paid parental leave

Tuition reimbursement

Health, dental, and vision insurance

Sabbatical after 5 years

Job summary

Charles Schwab is seeking candidates for a client-facing role where you will educate clients about investment strategies, trading tools, market mechanics, and retirement options. You will handle inbound calls, take ownership of issues, and work toward the best solutions while pursuing licensing through the Schwab Service Academy (SSA).

Starting pay begins at $51,400 during training, with a 10% annual bonus opportunity and potential to reach $58,740 in the first year after licensing and

Qualifications

• Growth mindset and willingness to learn to adapt to finance roles.
• Strong communication and client engagement skills for inbound calls.
• Passion for serving clients and teamwork in a fast-paced environment.

Responsibilities

• Educate clients about investment strategies, trading tools, market mechanics, and retirement choices.
• Answer inbound calls and own issues to provide best possible solutions.
• Attend Schwab Service Academy (SSA) for paid training and licensing (Securities Industry Essentials and FINRA Series 7 & 63).
• Maintain commitment to servicing clients with a growth mindset and collaboration.

Skills

Growth mindset

Willingness to learn

Passion for client service

Strong communication

Client engagement

Education

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

Tools

General computer applications

Job description

Charles Schwab is seeking candidates for a client-facing role where you will educate clients about investment strategies, trading tools, market mechanics, and retirement options. You will handle inbound calls, take ownership of issues, and work toward the best solutions while pursuing licensing through the Schwab Service Academy (SSA).

Starting pay begins at $51,400 during training, with a 10% annual bonus opportunity and potential to reach $58,740 in the first year after licensing and