Charles Schwab Financial Service Professional- Part Time in Lone Tree, Colorado

We believe that , when done right, investing liberates people to create their own destiny. We are driven by our purpose to champion every client’s goals with passion and integrity. We respect and appreciate the diversity of our employees, our clients, and the communities we serve. We challenge conventions strategically to create value for our clients, our firm and the world. We live and bring to life the concept of ‘own your tomorrow’ every day. We champion our employee strengths, guide their development, and invest in their long-term success. We hire optimistic, results-oriented, curious, innovative, and adaptable people with the desire to help our clients and one another succeed.

As a company, we were established by Chuck over 40 years ago to champion Main Street over Wall Street, and to help Americans transform themselves from earners to owners. Through advocacy and innovation, we work to make investing more affordable, accessible and understandable for all. As we enter our fifth decade, we are looking for talented, innovative and driven people who believe they can help themselves, and our clients, create a better future.

Our Opportunity:

Looking for a career that provides schedule flexibility and meaningful work? Client Service & Support (CS&S) is a team of financial service professionals who provide clients with guidance and solutions using advanced technology to deliver best-in-class service. We build trust and inspire confidence through exceptional service one connection at a time.

“I believe our clients recognize Schwab for the high level of service we provide, and our employees recognize Schwab for the meaningful careers they can create here.” - Brian McDonald, Senior Vice President, Client Service & Support

Our investment in you and your career begins with employee engagement through career development and supporting you in reaching your goals. In return we ask that you help us do the same for our clients.

Our employees on what it’s like to work at Schwab: https://www.aboutschwab.com/work-at-schwab

What you’ll do:

  • Create a part-time work schedule that matches your personal needs.

  • Minimum of 20 hours per week required, you may select from 20 – 39.

  • Complete instructor led classroom training and on-the job learning (OJL) on a Full-Time (40 hours per week) for the first 4 weeks

  • Learn about the unique position Schwab has in the industry

  • Perform in a fast paced, inbound service center environment representing Schwab in every interaction

  • Practice active listening and open ended dialogue, to gain a thorough understanding of clients financial needs

  • Engage clients in discussions involving market conditions, trends and providing investment education

  • Care enough to ask the difficult questions knowing that just one question, the right question, can change a client’s future

  • Resolve client issues by leveraging technology and business experts within Schwab to identify efficient and effective methods to meet client goals

  • Recommend solutions to clients which align to their goals and promote Schwab growth

What you have:

  • Successful completion of our Client Focus Assessment which measures potential talent and role fit

  • Opportunity to obtain FINRA Series 7 & 63 licenses, however not required

  • Strive to constantly improve the client experience

  • If you are not currently licensed you will start as an Associate Financial Services Professional and have the opportunity to be promoted to a Financial Services Professional

  • Ability to establish rapport with clients over the phone to create long term relationships with Schwab

  • Robust consulting, influencing and client engagement skills

  • Desire to work in a collaborative team based culture

  • Ability to adapt and implement changes as market and business conditions evolve

  • Bachelor’s degree highly preferred

Where you'll be :

This role is located in the Schwab office at 9875 Schwab Way, Lone Tree, CO 80124

“If I had to describe Schwab in one word, it’s opportunity.” - Kendal Robinson, Financial Service Professional, Client Service & Support

Charles Schwab & Co., Inc. is an equal opportunity/affirmative action employer committed to diversifying its workforce. All applications are considered without regard to race, color, religion, sex, sexual orientation, national origin, age, disability, protected veteran status (disabled veterans, recently separated veterans, active duty wartime or campaign badge veterans, Armed Forces service medal veterans), or based on any individual's status in any group or class protected by applicable federal, state or local law .

What you'll get:

  • Comprehensive Compensation and Benefits package.

  • Financial Health: 401k Match, Employee Stock Purchase Plan, Employee Discounts, Personalized advice, Brokerage discounts.

  • Work/Life Balance: Paid Parental Leave, New Mothers returning to work Program, Tuition reimbursement, Time off to volunteer, Employee Matching Gifts Program.

  • Everyday Wellness: Health and Lifestyle Wellness Rewards, Onsite Fitness Classes, Healthy Food Choices, Wellness Champions.

  • Inclusion: Employee Resource Groups, Commitment to diversity, Strategic partnerships.

  • Not just a job, but a career, with an opportunity to do the best work of your life.

Charles Schwab & Co., Inc. is an equal opportunity/affirmative action employer committed to diversifying its workforce. All applications are considered without regard to race, color, religion, sex, sexual orientation, national origin, age, disability, protected veteran status (disabled veterans, recently separated veterans, active duty wartime or campaign badge veterans, Armed Forces service medal veterans), or based on any individual’s status in any group or class protected by applicable federal, state or local law.

Position Located In: CO - Lone Tree, CO - Denver