Jobs for Humanity is partnering with Charles Schwab to build an inclusive and just employment ecosystem. Therefore, we prioritize individuals coming from the following communities: Refugee, Neurodivergent, Single Parent, Blind or Low Vision, Deaf or Hard of Hearing, Black, Hispanic, Asian, Military Veterans, the Elderly, the LGBTQ, and Justice Impacted individuals. This position is open to candidates who reside in and have the legal right to work in the country where the job is located.

Company Name: Charles Schwab

Position Type: Regular
Job Opportunity: Join Our Team and Make a Difference!

At Schwab, we believe that everyone has the power to shape their own career. We value innovative thinking and creative problem-solving, and we are committed to transforming the finance industry together.

Our service team plays a crucial role in helping our clients secure their financial futures. As a member of this team, you will have the opportunity to educate clients on investment strategies, trading tools, market dynamics, and retirement options. By answering their calls and taking ownership of their concerns, you will be their advocate, finding the best possible solutions to complex issues. You will also have the chance to advance your professional journey through the Schwab Service Academy. This program provides paid training, study time, and support to help you obtain your Securities Industry Essentials and FINRA Series 7 & 63 licenses.

No matter your background, whether you are an experienced finance professional or have little to no knowledge in the field, we welcome your application if you have a growth mindset, a willingness to learn, and a passion for serving others.

In addition to a competitive pay and bonus package, we offer you the opportunity to increase your compensation through licensing and performance-based pay increases.

We're Looking for Candidates With:

• Flexibility to work any day, time, or shift to accommodate our 24/7 contact center needs

Preferred Qualifications:

• Previous customer service experience
• Previous client relationship experience
• Bachelor’s degree or higher in Finance, Economics, or related field from an accredited university
• Ability to adapt to changes in the market and business
• Eagerness to learn about finance
• Passion for service to clients
• Motivation to learn about the securities industry, including the basic principles of equity, option, and mutual fund transactions
• Robust communication, influencing, and client engagement skills
• Desire to be part of a supportive and collaborative team
• Proven success navigating multiple computer applications

What's In It For You:

At Schwab, we are committed to your personal and professional success. Our purpose-driven and supportive culture ensures that you have the tools you need to make a positive impact in the finance industry. We offer a hybrid work and flexibility approach that allows you to balance your personal and professional life. We believe in the value of being together in person regularly while also providing workplace flexibility.

In addition to a competitive salary, we offer a comprehensive benefits package that caters to your well-being both now and in the future:

• 401(k) with company match and Employee stock purchase plan
• Paid time off for vacation, volunteering, and a 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