Licensed financial services representative - united states, boulder

Position type: regular


your opportunity

schwab was built around a simple idea: put the client first. lots of companies say that, but we work to keep clients at the heart of everything we do by offering a better, more modern way to build and manage wealth.

no matter what your interest or expertise, our employees are empowered to solve problems, innovate, and challenge the status quo. own your tomorrow embodies everything we do and we are committed to helping our employees ignite their potential and achieve their dreams.

what you are good at

in this exciting customer service role, you’ll learn to educate our clients about investments, trading tools, market mechanics, and retirements choices, in addition to earning your securities licenses in our paid licensing and training program. and if you’re not a finance expert– that’s okay! we’ve seen tremendous success from new grads, career switchers, customer service workers, and people returning to the workforce.

condition of employment that you will obtain the finra series 7 & 63 licensesmotivation to learn about the securities industry, including the basic principles of equity, option and mutual fund transactionsa 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 and continuous improvement mindset with a desire to continually develop and learnability to adapt and implement changes as market and business conditions evolve

what you have

bring enthusiasm: work in a high energy call center representative 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 client’s needs. introducing clients to schwab and td ameritrade’s products and servicesbe consultative: once licensed, recommend appropriate solutions to clients which align to their investment 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’s in it for you      from the well-structured career path and excellent team environment, our employees enjoy a variety of perks and benefits. our benefits include, but are not limited to:

401(k) with company matchhealth, dental, and vision insuranceflexible spending accounteducation reimbursementpaid time off & 4-week sabbatical after 5 years of service

to find out additional details about our competitive benefits package, visit our benefits page: [link available when viewing the job] 

remote opportunities

workplace flexibility program: we’re proud to support our employees in a working approach that allows you to bring your best self to work – whether that’s in the office or remote. want to see how our employees are participating in the workplace flexibility program? check out #schwablife on social!

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 home—today and in the future. explore [link available when viewing the job].

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 [link available when viewing the job] 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 [link available when viewing the job] or call [phone number shown when applying].

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.

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