#2026-119775
you will work with brokerage clients as the subject matter expert in equities, and derivatives (options & futures). Working on the first and second shift, you'll have increased exposure to complex client trades, offering an accelerated growth trajectory.
Our team consists of a diverse workforce in all different stages of their careers, including career changers and individuals re-entering the workforce. If you enjoy providing an outstanding level of service to others around you, have a passion for continuous learning, and enjoy working with like-minded individuals with whom you can learn and grow -- this is the role for you.
What you have
To ensure that we fulfill our promise of "challenging the status quo," this role has specific qualifications that successful candidates should have.
Required Qualifications:
Series 7 and 63 licenses
Spanish or Mandarin
Preferred Qualifications:
1 year of experience in Client Service, Financial Services and/or Brokerage Services; preferably trading, interacting with clients in a proactive and consultative manner
Series 9/10 valued but not required
Series 3 license
Series 34 license
Takes initiative and thrives in a fast-paced, independent environment
A desire to learn and quickly progress through to Trader 3
Bachelor's Degree
Passion for trading and market knowledge; ability to proactively discuss trading topics and appropriate solutions with clients
Current or previous contact center experience
Ability to deliver a heightened client experience utilizing an advanced client dialog model
Previous experience in customer service, client support and problem resolution skills
Proven analytical skills with the ability to effectively mitigate risk and adhere to trading accuracy while adhering to policies, procedures, and guidelines
Strong trading or familiarity with the securities industry and an understanding of options and equities
Ability to serve as a peer mentor and role model to less tenured and less knowledgeable peers
What's in it for you
At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility 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 benefits package that takes care of the whole you - both today and in the future: