Licensed Financial Services Representative
Company: Charles Schwab
Location: Flower Mound
Posted on: August 6, 2022
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Job Description:
Job Description Position Type: RegularYour Opportunity 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. 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 evolve What 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 Workplace
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
applicantaccessibilityschwab.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, Flower Mound , Licensed Financial Services Representative, Sales , Flower Mound, Texas
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