Licensed Financial Services Representative
Company: Charles Schwab
Location: Denver
Posted on: May 16, 2022
Job Description:
Position Type: RegularYour OpportunitySchwab 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 atIn 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.
- Condition of employment that you will obtain the FINRA Series 7
& 63 licenses
- Motivation to learn about the securities industry, including
the basic principles of equity, option and mutual fund
transactions
- A dedication to consistently improve the client experience
- Ability to establish trust and rapport with clients over the
phone
- Robust consulting, influencing and client engagement
skills
- Desire to work in a collaborative team-based culture
- An ownership mentality and continuous improvement mindset with
a desire to continually develop and learn
- Ability 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.What'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 match
- Health, Dental, and Vision insurance
- Flexible spending account
- Education reimbursement
- Paid time off & 4-week sabbatical after 5 years of service To
find out additional details about our competitive benefits package,
visit our benefits page:
https://jobs.schwabjobs.com/summary-of-benefits 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 $57,900 - $74,500 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
further.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 here 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 applicantaccessibility@schwab.com or call 800-275-1281.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, Denver , Licensed Financial Services Representative, Accounting, Auditing , Denver, Colorado
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