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Licensed Financial Services Representative ? Remote

Company: Charles Schwab
Location: Morgan
Posted on: September 25, 2022

Job Description:

Position Type: Regular Your Opportunity Work from home! This is a fully remote customer service position that will be a part of our new remote team. You can live anywhere in the United States outside of our major service centers. Candidates within 100 miles of our service centers should apply to our Financial Services Representative role in their respective city (Westlake, TX; Southlake, TX; Austin, TX; Lone Tree, CO; Phoenix, AZ; St. Louis, MO; Omaha, NE; Indianapolis, IN; or Orlando, FL). 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 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 evolve What you have
      • FINRA Series 7 & 63 licenses : Active licenses so you can start serving Schwab clients right away
      • 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. Why work for us? 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: We offer a competitive pay and bonus package. Starting compensation for this team ranges from $43,400 to $58,400 during training (increases depending on related experience and market), plus an annual bonus opportunity of 10% of your base pay and other eligible earnings. Employees have the potential to increase their total compensation range from $67,300 to $75,500 (base pay, plus 10% bonus opportunity depending on individual/corporate performance) within their 1st year upon achieving performance-based pay increases. Higher costs markets may have a higher salary range. 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 (see below) 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, Salt Lake City , Licensed Financial Services Representative ? Remote, Accounting, Auditing , Morgan, Utah

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