Charles Schwab
Position Type:
RegularYour OpportunitySchwab's core belief is simple, place the client's needs first in all things.
Many companies say that, but we work to keep clients at the heart of everything we do by offering a more modern way to build and manage wealth.
We are champions of investors and are looking for other advocates to join our team as High Net Worth Services Specialists working with our elite brokerage clients.
We are seeking professionals who enjoy a challenge; those who care about assisting others as they trade in the financial markets.
Individuals who are eager to help others while also gaining vast skills and knowledge in the financial markets.
People who want to help others and who want to grow their career with a top financial services firm and year-over-year top employer.
If this sounds appealing, you've come to the right place.
Our team consists of a diverse workforce, in all stages of their careers, people looking for a career change or are re-entering the workforce.
If you enjoy providing an outstanding level of service to others around you, have a passion for continuous learning, and enjoy working with like-minded individuals to learn from and share standard methodologies with, this may be the job for you.
What you haveSeries 7 and 63 licensure requiredPreferably 1-2 years of experience in Client Service, Financial Services and/or Brokerage Services, preferably trading, interacting with clients in a proactive and consultative manner.
Passion for trading and market knowledge; ability to proactively discuss trading topics and appropriate solutions with clients.
Excellent analytical skills with the ability to effectively mitigate risk and adhere to trading accuracy while adhering to policies, procedures, and guidelinesAbility to ask appropriate, probing questions to clearly understand the client's needs.
Using good judgment when responding and selecting language and examples tailored to the specific experience level of the client.
Collaborative and relationship-focused work style with demonstrated success in a team environment.
Practical time management & communication skills, positive demeanor, enthusiasm, professionalism, a strong work ethic with a high integrity level.
In addition to the salary range, this role is also eligible for bonus or incentive opportunities Your actual pay will be based on your skills and experience-- talk with your recruiter to learn more.
About the Company:
Charles SchwabSchwab has earned high praise in 2016 for its heritage of innovation, contemporary wealth management capabilities, and workplace culture.
Selected as one of the FORTUNE Top 50 World's Most Admired Companies , Schwab ranked #1 for Innovation and Social Responsibility in Key Attributes of Reputation and #2 in the Securities and Asset Management category.
Schwab received a fifth consecutive win of the Gallup Great Workplace Award, placing Schwab among the top 35 companies recognized for having the most engaged workforces in the world.
Schwab's commitment to challenging the industry status quo, delivering excellent client service supported by strong corporate governance practices, is due to our strong leadership team and Board of Directors.
Company Size:
50 to 99 employees Industry:
BankingFounded:
1976Website:
https:
//www.
aboutschwab.
com/.
Estimated Salary: $20 to $28 per hour based on qualifications.
RegularYour OpportunitySchwab's core belief is simple, place the client's needs first in all things.
Many companies say that, but we work to keep clients at the heart of everything we do by offering a more modern way to build and manage wealth.
We are champions of investors and are looking for other advocates to join our team as High Net Worth Services Specialists working with our elite brokerage clients.
We are seeking professionals who enjoy a challenge; those who care about assisting others as they trade in the financial markets.
Individuals who are eager to help others while also gaining vast skills and knowledge in the financial markets.
People who want to help others and who want to grow their career with a top financial services firm and year-over-year top employer.
If this sounds appealing, you've come to the right place.
Our team consists of a diverse workforce, in all stages of their careers, people looking for a career change or are re-entering the workforce.
If you enjoy providing an outstanding level of service to others around you, have a passion for continuous learning, and enjoy working with like-minded individuals to learn from and share standard methodologies with, this may be the job for you.
What you haveSeries 7 and 63 licensure requiredPreferably 1-2 years of experience in Client Service, Financial Services and/or Brokerage Services, preferably trading, interacting with clients in a proactive and consultative manner.
Passion for trading and market knowledge; ability to proactively discuss trading topics and appropriate solutions with clients.
Excellent analytical skills with the ability to effectively mitigate risk and adhere to trading accuracy while adhering to policies, procedures, and guidelinesAbility to ask appropriate, probing questions to clearly understand the client's needs.
Using good judgment when responding and selecting language and examples tailored to the specific experience level of the client.
Collaborative and relationship-focused work style with demonstrated success in a team environment.
Practical time management & communication skills, positive demeanor, enthusiasm, professionalism, a strong work ethic with a high integrity level.
In addition to the salary range, this role is also eligible for bonus or incentive opportunities Your actual pay will be based on your skills and experience-- talk with your recruiter to learn more.
About the Company:
Charles SchwabSchwab has earned high praise in 2016 for its heritage of innovation, contemporary wealth management capabilities, and workplace culture.
Selected as one of the FORTUNE Top 50 World's Most Admired Companies , Schwab ranked #1 for Innovation and Social Responsibility in Key Attributes of Reputation and #2 in the Securities and Asset Management category.
Schwab received a fifth consecutive win of the Gallup Great Workplace Award, placing Schwab among the top 35 companies recognized for having the most engaged workforces in the world.
Schwab's commitment to challenging the industry status quo, delivering excellent client service supported by strong corporate governance practices, is due to our strong leadership team and Board of Directors.
Company Size:
50 to 99 employees Industry:
BankingFounded:
1976Website:
https:
//www.
aboutschwab.
com/.
Estimated Salary: $20 to $28 per hour based on qualifications.
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