Client Financial Rep
Company: Charles Schwab
Location: Boulder
Posted on: April 28, 2025
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Job Description:
Position Type: RegularYour opportunityAt Schwab, you're
empowered to make an impact on your career. Here, innovative
thought meets creative problem solving, helping us "challenge the
status quo" and transform the finance industry together. -Schwab's
service team is at the heart of our firm's commitment to helping
clients own their financial futures. In this role, you'll learn to
educate clients about investment strategies, trading tools, market
mechanics, and retirement choices. You'll engage with, and be an
advocate for, clients when answering inbound calls, taking
ownership, and tackling complex issues to offer the best possible
solution. You'll also take charge of your own professional journey
by attending 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. If you are eager topursue a career in finance, enjoy
working in a team setting, and share our passion for serving
clients - this role is for you. -We offer a competitive pay and
bonus package. Starting compensation for this location begins at
$55,500 during training , plus an annual bonus opportunity of 10%
of your base pay and other eligible earnings. Employees have the
potential to increase their total compensation to $63,250 ($57,500
base, plus 10% bonus opportunity depending on individual/corporate
performance) within their 1st year upon obtaining the required
Licensing and achieving performance-based pay increases.#CampusWhat
you haveIf you're not a finance expert, that's okay! People coming
from many different experiences have found tremendous success here
at Schwab. Successful candidates will have a growth mindset, a
willingness to learn, and a passion for serving others.--- At
Charles Schwab, we strive to make a difference in people's lives
through our innovative solutions and world-class service.--- ----
-Required qualifications--- -
What's in it for youAt 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. Our approach balances our ongoing commitment to workplace
flexibility, serving our clients, and our strong belief in the
value of being together in person on a regular basis.We offer a
competitive that takes care of the whole you - both today and in
the future:
Keywords: Charles Schwab, Boulder , Client Financial Rep, Accounting, Auditing , Boulder, Colorado
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