Finance Professional

4 weeks ago


Indianapolis, Indiana, United States Charles Schwab Full time
About This Role

At Charles Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry.

Key Responsibilities
  • Learn to educate clients about investment strategies, trading tools, market mechanics, and retirement choices.
  • Engage with, and be an advocate for, clients when answering inbound calls, taking ownership, and tackling complex issues to offer the best possible solution.
  • Attend the Schwab Service Academy (SSA), 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.
What We Offer
  • A competitive pay and bonus package, with starting compensation for this location beginning at $50,170.00 during training (increases depending on related experience), plus an annual bonus opportunity of 10% of your base pay and other eligible earnings.
  • The potential to increase your total compensation to $57,313 ($52,104.04 base, plus 10% bonus opportunity depending on individual/corporate performance) within your 1st year upon obtaining the required Licensing and achieving performance-based pay increases.
Requirements
  • Ability to work full time on-site during Schwab's training program (SSA), followed by a hybrid work schedule.
  • Ability to work various shifts to serve our clients 24/7, including overnight and weekend availability.
Preferred Qualifications
  • Previous customer service experience.
  • Previous client relationship experience.
  • Bachelor's degree or higher in Finance, Economics, or related field from accredited university.


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