Charles Schwab Financial Service Professional in Phoenix, Arizona

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 with purpose? 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. Our Broker Training Program is a great career starter, setting a foundation for further growth and development within the company. Senior Vice President of Client Service & Support, Brian McDonald started in this very role!

“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 a learning and career development experience designed to support you through various stages of training and skills development; leading you to successfully earn the Series 7 and 63 brokerage licenses. Earning your licenses will open doors to a number of career opportunities across the firm. Your team manager will act as a dedicated coach along with colleagues and internal business partners to support you in further developing your business acumen and product knowledge.

Our employees on what it’s like to work at Schwab: http://schw.jobs/IwpBk

What you’ll do:

Your career will begin as an Associate Financial Service Professional building trust and inspiring confidence through exceptional service, one connection at a time. Additionally, you will:

  • Complete a mix of instructor led classroom training and on-the-job learning (OJL) in your first year

  • Learn about the fascinating world of financial services and 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

  • 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

  • Successfully pass the Series 7 and 63 securities examinations

Once you’ve successfully earned your licenses, your role will evolve and allow you to:

  • Engage in more complex dialogue regarding market conditions and trends

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

  • Execute trades

What you have:

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

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

  • Desire to work in a collaborative team based culture

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

  • Bachelor’s Degree OR Equivalent work experience

Where you'll be :

This role is located in the Schwab office at 2423 E. Lincoln Dr., Phoenix, AZ 85016

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: Sabbatical, Paid Parental Leave, New Mothers returning to work Program, Tuition Reimbursement Programs, 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.

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

Learn more about Life@Schwab at http://www.aboutschwab.com/careers/lifeatschwab/" .

Charles Schwab & Co., Inc. is an equal opportunity and affirmative action employer committed to diversifying its workforce. It is Schwab's policy to provide equal employment opportunities to all employees and applicants without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), gender identity or expression, national origin, ancestry, age, disability, legally protected medical condition, genetic information, marital status, sexual orientation, protected veteran status, military status, citizenship status or any other status that is protected by law.

Position Located In: AZ - Phoenix