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  • Financial Services Representative  

    - Collin County
    Position Type: Regular Your opportunity At Schwab, you're empowered to... Read More
    Position Type: Regular Your opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us challenge the status quo and transform the finance industry together. Schwab's service team is at the heart of our firm's commitment to helping clients own their financial futures. In this exciting role, you'll learn to educate clients about investment strategies, trading tools, market mechanics, and retirement choices. You'll engage with, and be an advocate for, clients when answering inbound calls, taking ownership, and tackling complex issues to offer the best possible solution. You'll also take charge of your own professional journey by attending the Schwab Service Academy, which provides you with the paid training, study time, and support you need to obtain your Securities Industry Essentials and FINRA Series 7 63 licenses. If you are eager to pursue a career in finance, share our passion for serving clients, and are looking for evening, overnight, and weekend shifts - this role is for you. We offer competitive pay and bonus package that includes: Starting compensation of $54,100 during training ($26.01/hr.) plus an annual bonus opportunity of 10% of your base pay and other eligible earnings Potential to increase their total compensation to $61,700 within their 1st year upon obtaining the required licensing and achieving performance-based pay increases: $56,100 base ($26.98/hr.) 10% bonus opportunity depending on individual/corporate performance Evening, overnight, and weekend shifts include up to 20% additional compensation, dependent on shift. What you have If you're not a finance expert, that's okay! People coming from many different experiences have found tremendous success here at Schwab. Successful candidates will have a growth mindset, a willingness to learn, and a passion for serving others. Requirements: Ability to work 8:00am – 4:30 pm Monday through Friday during Schwab's training program, on-site. After training is complete, the ability to work assigned shift to accommodate business needs to include evening, overnight, and weekend options. Benefits of working evenings, overnight, and weekend shifts include increased compensation and remote work opportunities for qualifying shifts. Your Talent Advisor will walk you through the training schedule, available shift groups, and the shift assignment process during the interview. Example shift groups: Weekend Day Shift (Start between 6:30am-9:30am CT, includes 1-2 weekend days): Potential to work remote after training IF working both weekend days are assigned Weekday Evening Shift (Start 11am-5pm CT, Monday-Friday): In office Weekday Overnight Shift (Start 7:30pm CT, Monday-Thursday): Potential to work fully remote after training Weekend Evening/Overnight Shift (Start at 12pm CT Sat/Sun/Mon or 7pm CT Friday/Saturday/Sunday): Potential to work fully remote after training Preferred qualifications Previous customer service or client relationship experience Bachelor's degree or higher from an accredited university Ability to adapt to changes in the market and business Passion for providing service to clients Motivation to learn about the securities industry including the basic principles of equity, option, and mutual fund transactions Robust communication to include influencing and client engagement skills Desire to be part of a supportive and collaborative team Demonstrated success navigating multiple computer applications campus What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. We offer a competitive benefits package that takes care of the whole you – both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance Read Less
  • VP, Financial Consultant - Savannah, GA  

    - Chatham County
    Position Type: Regular Your opportunity I n addition to the salary ran... Read More
    Position Type: Regular Your opportunity I n addition to the salary range, this role is also eligible for bonus or incentive opportunities. Click the link below to review our Investment Professionals' incentive structure. Investment Professionals' Compensation | Charles Schwab At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us challenge the status quo and transform the finance industry together. Schwab's branch team is at the heart of our firm's commitment to helping clients own their financial futures. In this exciting role, you'll give clients financial guidance while forming lasting relationships built on trust, respect, and reaching a common goal. You'll also have the ability to take charge of your own professional journey with our supportive, nurturing culture and diverse set of career opportunities. As a Financial Consultant at Schwab, you will be procured with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time, you'll grow your practice holistically through client asset consolidation, networking, and earning client referrals. If you currently have your securities license, enjoy working in a team setting, and share our passion for serving clients - this role is for you. What you have Required Qualifications: A valid and active FINRA Series 7 license required Obtaining or acquiring FINRA Series 66 (63/65) license and Life Health Insurance as it will be required during your tenure on the job. Preferred Qualifications: Ability to build strong relationships, engage and encourage trust, and deepen the client relationship by applying a focused client communication strategy, and exceeding client expectations. Strong candidates will also learn to l everage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your client's progress toward achieving their goals. Openness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking Lending Management, Insurance Risk Management, and Estate Planning Ability to adapt and implement change as the market and business conditions evolve Passion for community engagement to share and engage clients in discussion about market conditions, sound investing principles, and the ideal wealth and long-term investment strategies for their personal situation Desire to provide an outstanding investor experience in additional to furthering your own professional development in Wealth Management. What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. We offer a competitive benefits package that takes care of the whole you – both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance Read Less
  • Client Financial Rep  

    - Lancaster County
    Position Type: Regular Your opportunity At Schwab, you're empowered to... Read More
    Position Type: Regular Your opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us challenge the status quo and transform the finance industry together. Schwab's service team is at the heart of our firm's commitment to helping clients own their financial futures. In this exciting role, you'll learn to educate clients about investment strategies, trading tools, market mechanics, and retirement choices. You'll engage with, and be an advocate for, clients when answering inbound calls, taking ownership, and tackling complex issues to offer the best possible solution. You'll also take charge of your own professional journey by attending the Schwab Service Academy, which provides you with the paid training, study time, and support you need to obtain your Securities Industry Essentials and FINRA Series 7 63 licenses. If you are eager to pursue a career in finance, share our passion for serving clients, and are looking for evening, overnight, and weekend shifts - this role is for you. We offer competitive pay and bonus package that includes: Starting compensation of $52,900 during training ($25.44/hr.) plus an annual bonus opportunity of 10% of your base pay and other eligible earnings Potential to increase your total compensation to $60,390 within your 1st year upon obtaining the required licensing and achieving performance-based pay increases: $54,900 base ($26.40/hr.) 10% bonus opportunity depending on individual/corporate performance Evening, overnight, and weekend shifts include up to 20% additional compensation, dependent on shift. What you have If you're not a finance expert, that's okay! People coming from many different experiences have found tremendous success here at Schwab. Successful candidates will have a growth mindset, a willingness to learn, and a passion for serving others. Requirements: Ability to work 8:00am – 4:30 pm Monday through Friday during Schwab's training program, on-site. After training is complete, the ability to work assigned shift to accommodate business needs to include evening, overnight, and weekend options. Benefits of working evenings, overnight, and weekend shifts include increased compensation and remote work opportunities for qualifying shifts. Your Talent Advisor will walk you through the training schedule, available shift groups, and the shift assignment process during the interview. Example shift groups: Weekend Day Shift (Start between 6:30am-9:30am CT, includes 1-2 weekend days): Potential to work remote after training IF working both weekend days are assigned Weekday Evening Shift (Start 11am-5pm CT, Monday-Friday): In office Weekday Overnight Shift (Start 7:30pm CT, Monday-Thursday): Potential to work fully remote after training Preferred qualifications Previous customer service or client relationship experience Bachelor's degree or higher from an accredited university Ability to adapt to changes in the market and business Passion for providing service to clients Motivation to learn about the securities industry including the basic principles of equity, option, and mutual fund transactions Robust communication to include influencing and client engagement skills Desire to be part of a supportive and collaborative team Demonstrated success navigating multiple computer applications campus What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. We offer a competitive benefits package that takes care of the whole you – both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance Read Less
  • Financial Services Representative  

    - Cass County
    Position Type: Regular Your opportunity At Schwab, you're empowered to... Read More
    Position Type: Regular Your opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us challenge the status quo and transform the finance industry together. Schwab's service team is at the heart of our firm's commitment to helping clients own their financial futures. In this exciting role, you'll learn to educate clients about investment strategies, trading tools, market mechanics, and retirement choices. You'll engage with, and be an advocate for, clients when answering inbound calls, taking ownership, and tackling complex issues to offer the best possible solution. You'll also take charge of your own professional journey by attending the Schwab Service Academy, which provides you with the paid training, study time, and support you need to obtain your Securities Industry Essentials and FINRA Series 7 63 licenses. If you are eager to pursue a career in finance, share our passion for serving clients, and are looking for evening, overnight, and weekend shifts - this role is for you. We offer competitive pay and bonus package that includes: Starting compensation of $52,900 during training ($25.44/hr.) plus an annual bonus opportunity of 10% of your base pay and other eligible earnings Potential to increase your total compensation to $60,390 within your 1st year upon obtaining the required licensing and achieving performance-based pay increases: $54,900 base ($26.40/hr.) 10% bonus opportunity depending on individual/corporate performance Evening, overnight, and weekend shifts include up to 20% additional compensation, dependent on shift. What you have If you're not a finance expert, that's okay! People coming from many different experiences have found tremendous success here at Schwab. Successful candidates will have a growth mindset, a willingness to learn, and a passion for serving others. Requirements: Ability to work 8:00am – 4:30 pm Monday through Friday during Schwab's training program, on-site. After training is complete, the ability to work assigned shift to accommodate business needs to include evening, overnight, and weekend options. Benefits of working evenings, overnight, and weekend shifts include increased compensation and remote work opportunities for qualifying shifts. Your Talent Advisor will walk you through the training schedule, available shift groups, and the shift assignment process during the interview. Example shift groups: Weekend Day Shift (Start between 6:30am-9:30am CT, includes 1-2 weekend days): Potential to work remote after training IF working both weekend days are assigned Weekday Evening Shift (Start 11am-5pm CT, Monday-Friday): In office Weekday Overnight Shift (Start 7:30pm CT, Monday-Thursday): Potential to work fully remote after training Preferred qualifications Previous customer service or client relationship experience Bachelor's degree or higher from an accredited university Ability to adapt to changes in the market and business Passion for providing service to clients Motivation to learn about the securities industry including the basic principles of equity, option, and mutual fund transactions Robust communication to include influencing and client engagement skills Desire to be part of a supportive and collaborative team Demonstrated success navigating multiple computer applications campus What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. We offer a competitive benefits package that takes care of the whole you – both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance Read Less
  • Finance Customer Service  

    - Lake County
    Position Type: Regular Your opportunity At Schwab, you're empowered to... Read More
    Position Type: Regular Your opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us challenge the status quo and transform the finance industry together. Schwab's service team is at the heart of our firm's commitment to helping clients own their financial futures. In this exciting role, you'll learn to educate clients about investment strategies, trading tools, market mechanics, and retirement choices. You'll engage with, and be an advocate for, clients when answering inbound calls, taking ownership, and tackling complex issues to offer the best possible solution. You'll also take charge of your own professional journey by attending the Schwab Service Academy, which provides you with the paid training, study time, and support you need to obtain your Securities Industry Essentials and FINRA Series 7 63 licenses. If you are eager to pursue a career in finance, share our passion for serving clients, and are looking for evening, overnight, and weekend shifts - this role is for you. We offer competitive pay and bonus package that includes: Starting compensation of $54,100 during training ($26.01/hr.) plus an annual bonus opportunity of 10% of your base pay and other eligible earnings Potential to increase their total compensation to $61,710 within their 1st year upon obtaining the required licensing and achieving performance-based pay increases: $56,100 base ($26.98/hr.) 10% bonus opportunity depending on individual/corporate performance Evening, overnight, and weekend shifts include up to 20% additional compensation, dependent on shift. What you have If you re not a finance expert, that s okay! People coming from many different experiences have found tremendous success here at Schwab. Successful candidates will have a growth mindset, a willingness to learn, and a passion for serving others. Requirements: Ability to work 8:00am 4:30 pm Monday through Friday during Schwab's training program, on-site. After training is complete, the ability to work assigned shift to accommodate business needs to include evening, overnight, and weekend options. Benefits of working evenings, overnight, and weekend shifts include increased compensation and remote work opportunities for qualifying shifts. Your Talent Advisor will walk you through the training schedule, available shift groups, and the shift assignment process during the interview. Example shift groups: Weekend Day Shift (Start between 7:30am-10:30am ET, includes 1-2 weekend days): Potential to work remote after training IF working both weekend days are assigned Weekday Evening Shift (Start 12pm-6pm ET, Monday-Friday): In office Weekend Evening/Overnight Shift (Start at 1pm ET Sat/Sun/Mon or 8pm ET Friday/Saturday/Sunday): Potential to work fully remote after training Preferred qualifications Previous customer service or client relationship experience Bachelor's degree or higher from an accredited university Ability to adapt to changes in the market and business Passion for providing service to clients Motivation to learn about the securities industry including the basic principles of equity, option, and mutual fund transactions Robust communication to include influencing and client engagement skills Desire to be part of a supportive and collaborative team Demonstrated success navigating multiple computer applications campus What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. We offer a competitive benefits package that takes care of the whole you – both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance Read Less
  • Financial Services Representative  

    - Volusia County
    Position Type: Regular Your opportunity At Schwab, you're empowered to... Read More
    Position Type: Regular Your opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us challenge the status quo and transform the finance industry together. Schwab's service team is at the heart of our firm's commitment to helping clients own their financial futures. In this exciting role, you'll learn to educate clients about investment strategies, trading tools, market mechanics, and retirement choices. You'll engage with, and be an advocate for, clients when answering inbound calls, taking ownership, and tackling complex issues to offer the best possible solution. You'll also take charge of your own professional journey by attending the Schwab Service Academy, which provides you with the paid training, study time, and support you need to obtain your Securities Industry Essentials and FINRA Series 7 63 licenses. If you are eager to pursue a career in finance, share our passion for serving clients, and are looking for evening, overnight, and weekend shifts - this role is for you. We offer competitive pay and bonus package that includes: Starting compensation of $54,100 during training ($26.01/hr.) plus an annual bonus opportunity of 10% of your base pay and other eligible earnings Potential to increase their total compensation to $61,710 within their 1st year upon obtaining the required licensing and achieving performance-based pay increases: $56,100 base ($26.98/hr.) 10% bonus opportunity depending on individual/corporate performance Evening, overnight, and weekend shifts include up to 20% additional compensation, dependent on shift. What you have If you re not a finance expert, that s okay! People coming from many different experiences have found tremendous success here at Schwab. Successful candidates will have a growth mindset, a willingness to learn, and a passion for serving others. Requirements: Ability to work 8:00am 4:30 pm Monday through Friday during Schwab's training program, on-site. After training is complete, the ability to work assigned shift to accommodate business needs to include evening, overnight, and weekend options. Benefits of working evenings, overnight, and weekend shifts include increased compensation and remote work opportunities for qualifying shifts. Your Talent Advisor will walk you through the training schedule, available shift groups, and the shift assignment process during the interview. Example shift groups: Weekend Day Shift (Start between 7:30am-10:30am ET, includes 1-2 weekend days): Potential to work remote after training IF working both weekend days are assigned Weekday Evening Shift (Start 12pm-6pm ET, Monday-Friday): In office Weekend Evening/Overnight Shift (Start at 1pm ET Sat/Sun/Mon or 8pm ET Friday/Saturday/Sunday): Potential to work fully remote after training Preferred qualifications Previous customer service or client relationship experience Bachelor's degree or higher from an accredited university Ability to adapt to changes in the market and business Passion for providing service to clients Motivation to learn about the securities industry including the basic principles of equity, option, and mutual fund transactions Robust communication to include influencing and client engagement skills Desire to be part of a supportive and collaborative team Demonstrated success navigating multiple computer applications campus What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. We offer a competitive benefits package that takes care of the whole you – both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance Read Less
  • Client Financial Rep  

    - Washington County
    Position Type: Regular Your opportunity At Schwab, you're empowered to... Read More
    Position Type: Regular Your opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us challenge the status quo and transform the finance industry together. Schwab's service team is at the heart of our firm's commitment to helping clients own their financial futures. In this exciting role, you'll learn to educate clients about investment strategies, trading tools, market mechanics, and retirement choices. You'll engage with, and be an advocate for, clients when answering inbound calls, taking ownership, and tackling complex issues to offer the best possible solution. You'll also take charge of your own professional journey by attending the Schwab Service Academy, which provides you with the paid training, study time, and support you need to obtain your Securities Industry Essentials and FINRA Series 7 63 licenses. If you are eager to pursue a career in finance, share our passion for serving clients, and are looking for evening, overnight, and weekend shifts - this role is for you. We offer competitive pay and bonus package that includes: Starting compensation of $52,900 during training ($25.44/hr.) plus an annual bonus opportunity of 10% of your base pay and other eligible earnings Potential to increase your total compensation to $60,390 within your 1st year upon obtaining the required licensing and achieving performance-based pay increases: $54,900 base ($26.40/hr.) 10% bonus opportunity depending on individual/corporate performance Evening, overnight, and weekend shifts include up to 20% additional compensation, dependent on shift. What you have If you're not a finance expert, that's okay! People coming from many different experiences have found tremendous success here at Schwab. Successful candidates will have a growth mindset, a willingness to learn, and a passion for serving others. Requirements: Ability to work 8:00am – 4:30 pm Monday through Friday during Schwab's training program, on-site. After training is complete, the ability to work assigned shift to accommodate business needs to include evening, overnight, and weekend options. Benefits of working evenings, overnight, and weekend shifts include increased compensation and remote work opportunities for qualifying shifts. Your Talent Advisor will walk you through the training schedule, available shift groups, and the shift assignment process during the interview. Example shift groups: Weekend Day Shift (Start between 6:30am-9:30am CT, includes 1-2 weekend days): Potential to work remote after training IF working both weekend days are assigned Weekday Evening Shift (Start 11am-5pm CT, Monday-Friday): In office Weekday Overnight Shift (Start 7:30pm CT, Monday-Thursday): Potential to work fully remote after training Preferred qualifications Previous customer service or client relationship experience Bachelor's degree or higher from an accredited university Ability to adapt to changes in the market and business Passion for providing service to clients Motivation to learn about the securities industry including the basic principles of equity, option, and mutual fund transactions Robust communication to include influencing and client engagement skills Desire to be part of a supportive and collaborative team Demonstrated success navigating multiple computer applications campus What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. We offer a competitive benefits package that takes care of the whole you – both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance Read Less
  • Client Financial Rep  

    - Lake County
    Position Type: Regular Your opportunity At Schwab, you're empowered to... Read More
    Position Type: Regular Your opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us challenge the status quo and transform the finance industry together. Schwab's service team is at the heart of our firm's commitment to helping clients own their financial futures. In this exciting role, you'll learn to educate clients about investment strategies, trading tools, market mechanics, and retirement choices. You'll engage with, and be an advocate for, clients when answering inbound calls, taking ownership, and tackling complex issues to offer the best possible solution. You'll also take charge of your own professional journey by attending the Schwab Service Academy, which provides you with the paid training, study time, and support you need to obtain your Securities Industry Essentials and FINRA Series 7 63 licenses. If you are eager to pursue a career in finance, share our passion for serving clients, and are looking for evening, overnight, and weekend shifts - this role is for you. We offer competitive pay and bonus package that includes: Starting compensation of $54,100 during training ($26.01/hr.) plus an annual bonus opportunity of 10% of your base pay and other eligible earnings Potential to increase their total compensation to $61,710 within their 1st year upon obtaining the required licensing and achieving performance-based pay increases: $56,100 base ($26.98/hr.) 10% bonus opportunity depending on individual/corporate performance Evening, overnight, and weekend shifts include up to 20% additional compensation, dependent on shift. What you have If you re not a finance expert, that s okay! People coming from many different experiences have found tremendous success here at Schwab. Successful candidates will have a growth mindset, a willingness to learn, and a passion for serving others. Requirements: Ability to work 8:00am 4:30 pm Monday through Friday during Schwab's training program, on-site. After training is complete, the ability to work assigned shift to accommodate business needs to include evening, overnight, and weekend options. Benefits of working evenings, overnight, and weekend shifts include increased compensation and remote work opportunities for qualifying shifts. Your Talent Advisor will walk you through the training schedule, available shift groups, and the shift assignment process during the interview. Example shift groups: Weekend Day Shift (Start between 7:30am-10:30am ET, includes 1-2 weekend days): Potential to work remote after training IF working both weekend days are assigned Weekday Evening Shift (Start 12pm-6pm ET, Monday-Friday): In office Weekend Evening/Overnight Shift (Start at 1pm ET Sat/Sun/Mon or 8pm ET Friday/Saturday/Sunday): Potential to work fully remote after training Preferred qualifications Previous customer service or client relationship experience Bachelor's degree or higher from an accredited university Ability to adapt to changes in the market and business Passion for providing service to clients Motivation to learn about the securities industry including the basic principles of equity, option, and mutual fund transactions Robust communication to include influencing and client engagement skills Desire to be part of a supportive and collaborative team Demonstrated success navigating multiple computer applications campus What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. We offer a competitive benefits package that takes care of the whole you – both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance Read Less
  • Position Type: Regular Your opportunity At Schwab, you're empowered to... Read More
    Position Type: Regular Your opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us challenge the status quo and transform the finance industry together. As an Assistant Branch Manager (ABM) within Schwab's Branch Network, you have the unique opportunity to center your work around development and growth – for your clients, your team, and yourself. In collaboration with, and under the guidance of, the Branch Manager, you will develop and implement a comprehensive local business plan focused on growth of market share and client assets. As a branch leader, you will coach a driven team of branch professionals attending to performance management and employee engagement. In more than 300 branch offices in 45 U.S. states, you'll find Branch Managers leading and coaching their teams as they work directly with our clients to achieve their financial goals. As an ABM, you are on a direct path to become a Branch Manager , a critical leader role within our Investor Services organization , which is responsible for helping individuals and families with their financial goals, including retirement planning, charitable giving, estate planning, active investing or managing banking and lending needs. If you are seeking the next step in your career as a leader within wealth management, this may be the role for you What you have Required Qualifications: Bachelor's degree or equivalent work-related experience A valid and active Series 7 license required A valid and active Series 66 (63/65) license required (may be obtained within a 90 day condition of employment) A valid and active Series 9/10 (8) license required (may be obtained within a 90 day condition of employment) Since this is a development role, those that are hired into his position need to be flexible to relocate across the network when a manager role becomes available. Preferred Qualifications: A minimum of 5 years in the financial services industry with leadership experience preferred Ability to provide ongoing employee coaching, development, and recognition Demonstrated business development experience with a strong drive for results Passion to focus on retention and development of top talent through coaching, performance management, and employee engagement. Openness to build and deepen relationships with clients, within the community and within Schwab to achieve desired results A valid and active Life and Health Insurance license (may be obtained within a 120 day condition of employment) CFP designation is preferred Strong brokerage and industry knowledge What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. We offer a competitive benefits package that takes care of the whole you – both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance Read Less
  • Position Type: Regular Your opportunity In addition to the salary rang... Read More
    Position Type: Regular Your opportunity In addition to the salary range, this role is also eligible for bonus or incentive opportunities. Investment Professionals' Compensation | Charles Schwab At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us challenge the status quo and transform the finance industry together. Schwab's branch team is at the heart of our firm's commitment to helping clients own their financial futures. In this exciting role, you'll give clients financial guidance while forming lasting relationships built on trust, respect, and reaching a common goal. You'll also have the ability to take charge of your own professional journey with our supportive, nurturing culture and diverse set of career opportunities. As a Financial Consultant at Schwab, you will be procured with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time, you'll grow your practice holistically through client asset consolidation, networking, and earning client referrals. If you currently have your securities license, enjoy working in a team setting, and share our passion for serving clients - this role is for you. What you have Required Qualifications: A valid and active FINRA Series 7 license required Obtaining or acquiring FINRA Series 66 (63/65) license and Life Health Insurance as it will be required during your tenure on the job. Preferred Qualifications: Ability to build strong relationships, engage and encourage trust, and deepen the client relationship by applying a focused client communication strategy, and exceeding client expectations. Strong candidates will also learn to leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your client's progress toward achieving their goals. Openness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking Lending Management, Insurance Risk Management, and Estate Planning Ability to adapt and implement change as the market and business conditions evolve Passion for community engagement to share and engage clients in discussion about market conditions, sound investing principles, and the ideal wealth and long-term investment strategies for their personal situation Desire to provide an outstanding investor experience in additional to furthering your own professional development in Wealth Management. Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing. You will be required to register and to submit to the required SAFE Act background check and registration process What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. We offer a competitive benefits package that takes care of the whole you – both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance Read Less

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