Client Financial Rep Position Available In Ascension, Louisiana

Tallo's Job Summary: The Client Financial Rep position at Schwab offers a competitive salary starting at $52,800 with a 10% annual bonus opportunity. Candidates will engage with clients, tackle complex issues, and pursue licenses through paid training. Requirements include a growth mindset, ability to work full-time on-site, and willingness to adapt to market changes. Preferred qualifications include previous customer service experience and a bachelor's degree in finance or related fields. Employees also benefit from various perks such as 401(k) with company match, paid time off, and health benefits.

Company:
Charles Schwab
Salary:
$60280
JobFull-timeOnsite

Job Description

Job Description:
Position Type:

RegularYour opportunityAt Schwab, you’reempowered to make an impact on your career

  • Here, innovativethought meets creative problem solving, helping us “challenge thestatus quo” and transform the finance industry together
  • -Schwab’s service team is at the heart of our firm’s commitment tohelping clients own their financial futures.

In this role, you’lllearn to educate clients about investment strategies, tradingtools, market mechanics, and retirement choices. You’ll engagewith, and be an advocate for, clients when answering inbound calls,taking ownership, and tackling complex issues to offer the bestpossible solution. You’ll also take charge of your own professionaljourney by attending the Schwab Service Academy (SSA), whichprovides you with the paid training, study time, and support youneed to obtain your Securities Industry Essentials and FINRA Series7 & 63 licenses. If you are eager to pursue a career in finance,enjoy working in a team setting, and share our passion for servingclients

  • this role is for you
  • -We offer acompetitive pay and bonus package. Starting compensation for thislocation begins at $52,800 during training (increases depending onrelated experience), plus an
  • annual bonus opportunity of 10% ofyour base pay and other eligible earnings. Employees have thepotential to increase their total compensation to $60,280 ($54,800base, plus 10% bonus opportunity depending on individual/corporateperformance) within their 1st year upon obtaining the requiredLicensing and achieving performance-based pay increases
  • Campus
  • What you haveIf you’re not a finance expert, that’s okay!

People coming from many different experiences have found tremendoussuccess here at Schwab. Successful candidates will have a growthmindset, a willingness to learn, and a passion for servingothers

  • At Charles Schwab, we strive to make a difference inpeople’s lives through our innovative solutions and world-classservice
  • -Required qualifications
  • Ability to work full time on-site during Schwab’s trainingprogram (SSA), followed by a hybrid work schedule
  • Ability to work various shifts to serve our clients 24/7,including overnight and weekend availability
  • -Preferredqualifications
  • Previous customer service experience
  • Previous client relationship experience
  • Bachelor’s degree or higher in Finance, Economics, or relatedfield from accredited university
  • Ability to adapt to changes in the market and business
  • Eagerness to learn about finance
  • Passion for service to clients Motivation to learn about the securities industry, includingthe basic principles of equity, option, and mutual fundtransactions
  • Robust communication, influencing and client engagementskills
  • Desire to be part of a supportive and collaborative team
  • Shown success navigating multiple computer applications
  • What’s in it for youAt Schwab, we’re committed to empowering ouremployees’ personal and professional success.

Our purpose-driven,supportive culture, and focus on your development means you’ll getthe tools you need to make a positive difference in the financeindustry. Our approach balances our ongoing commitment to workplaceflexibility, serving our clients, and our strong belief in thevalue of being together in person on a regular basis.

We offer acompetitive that takes care of the whole you

  • both today and inthe future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbaticalafter every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance

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