Charles Schwab: Budget Advisor

Position Type: RegularYour OpportunityCharles Schwab-TD Ameritrade is hiring for our Southlake campus!

Join us for a hiring event like no other.

Hear from our leaders about our dynamic culture and our exciting Financial Services Representative opportunity.

Mark your calendars for January 19th and January 20th; 12pm-6pm.

Register, Learn, Interview and Receive a Potential Offer-all in the Same Day!

Wednesday, January 19th 12pm CT: Kick-off Meeting with LeadersWednesday, January 19th 1-6 pm CT: Virtual InterviewsThursday, January 20th 12-6 pm CT: Virtual Interviews*1 hour interview slots and you will be scheduled by a Talent Advisor once you have registeredWe are proud to have you join our 2-day Virtual Hiring Event hosted by Schwab and TD Ameritrade where youll hear directly from our leaders about our exciting Financial Services Representative opportunity.

If youre looking to jump start your Financial Services career and have a passion for helping clients, check out some key highlights for this event: Company overview and Q& A session Introductory discussion with our leaders Same-day interview with hiring leaders If selected, youll walk away with a competitive offerImmediate opportunity to learn and grow within our service teamsCharles Schwab and TD Ameritrade are champions of investors and those who serve them and are looking for additional champions to join the company as a FinancialServices Representative.This position will launch your professional path in financial services, where youll have the opportunity to own your tomorrow and grow a robust and meaningful career with our organization.Schwab and TD Ameritradeprovide paid training for your Series 7 and 63 licenses.

Why, you ask, because we believe investing in our associates is essential for investing in our future.

It provides opportunities for associates to move from this role to others that match their aspirations within Schwab and TD Ameritrade, including departments like Sales, Operations, Marketing, Communications, and more.We are made up of adiverseworkforce of skilled professionals so regardless of where you are at in your career, we have a spot for you.

As a Financial Services Representative, you will be an ambassador of Schwab and TD Ameritrade helping to educate and tackle problems for thousands of clients.Your role will take place in a service center taking inbound calls from our clients (individual investors) on a variety of topics.Professionals that embrace their career development and demonstrate success in serving our clients, will have opportunities for promotion and increased compensation.Always put theclient first.

No matter what.

Charles SchwabWorkplace Flexibility Program: We’re proud to support our employees in a working approach that allows you to bring your best self to work whether thats in the office or remote.Most Schwabbies have the opportunity to voluntarily work in the office or at home based on their preference, through the remainder of 2021.* When the firm is ready to fully return to the office, employees will have the flexibility of a hybrid work environment, spending some time working remote and some time in the office.What you are good atThroughout these phone-based conversations you will:Bring enthusiasm: Work in a high energy contact center environmentEngage clients:Deliver great client service when answering inbound phone callsBe an advocate for clients:Take ownership and tackle complex and challenging issues to resolve the clients needs.

Introducing clients to Schwab and TD Ameritrades products and servicesBe consultative:Once licensed, recommend appropriate solutions to clients which align to their goals and promote Schwab growth.Have a defined model of success: Our culture is one where employees feel empowered to own their career with a focus on addressing clients needs, personalizing each interaction, and valuing clients and their time.What you haveInterest in obtaining FINRA series 7 & 63 licenses:There is a condition of employment that you will obtain the FINRA Series 7 & 63 licensesYou will be paid to participate in Schwab and TD Ameritrades training classes and study groups to support your pursuit of these licensesMotivation to learn about the securities industry, including the basic principles of equity, option and mutual fund transactionsA working knowledge of technology and ability to operate in an environment requiring intermediate digital literacyA dedication to consistently improve the client experienceAbility to establish trust and rapport with clients over the phoneRobust consulting, influencing and client engagement skillsDesire to work in a collaborative team-based cultureAn ownership mentality with a desire to continually develop and learnAbility to adapt and implement changes as market and business conditions evolve*If you remain actively employed and are in good standing 30 days from your date of hire, you will be eligible to earn a sign-on bonus of $1500 less applicable taxes, withholding, and authorized deductions.

Further, if you remain actively employed and are in good standing 6 months after your date of hire, you will be eligible to earn an additional sign-on bonus of $1500 less applicable taxes, withholding, and authorized deductions.All eligible sign-on bonus payments will be made within the next payroll cycle following the date you become eligible for the sign-on bonus.Why work for us?Own Your Tomorrow embodies everything we do!

We are committed to helping our employees ignite their potential and achieve their dreams.

Our employees get to play a central role in reinventing a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth.Benefits: A competitive and flexible package designed to empower you for today and tomorrow.

We offer a competitive and flexible package designed to help you make the most of your life at work and at hometoday and in the future.

Explore further.Schwab is committed to building a diverse and inclusive workplace where everyone feels valued.

As an Equal Opportunity Employer, our policy is to provide equal employment opportunities to all employees and applicants without regard to any status that is protected by law.

Please click here to see the policy.

Schwab is an affirmative action employer, focused on advancing women, racial and ethnic minorities, veterans, and individuals with disabilities in the workplace.

If you have a disability and require reasonable accommodations in the application process, contact Human Resources at applicantaccessibility@schwab.com or call 800-275-1281.TD Ameritrade, a subsidiary of Charles Schwab, is an Equal Opportunity Employer.

At TD Ameritrade we believe People Matter.

We value diversity and believe that it goes beyond all protected classes, thoughts, ideas, and perspectives.