Liberal Arts Career Services
Liberal Arts Career Services

Charles Schwab & Co., Broker Trainee Program, Application Deadline, BTT Gateway Job ID 10784

Mon, November 30, 2015

Explore this position and learn how to apply via your BTT Gateway account, Job ID 10784

What you’ll do: 
Your career will begin as an Associate Financial Service Professional building trust and inspiring confidence through exceptional service, one connection at a time. Additionally, you will: •Complete a mix of instructor lead classroom training and on-the-job learning (OJL) in your first year 
•Learn about the fascinating world of financial services and the unique position Schwab has in the industry 
•Perform in a fast paced, inbound service center environment representing Schwab in every interaction
•Practice active listening and open ended dialogue, to gain a thorough understanding of clients financial needs 
•Care enough to ask the difficult questions knowing that just one question, the right question, can change a client’s future 
•Resolve client issues by leveraging technology and business experts within Schwab to identify efficient and effective methods to meet client goals 
•Successfully pass the Series 7 and 63 securities examinations 
Once you’ve successfully earned your licenses, your role will evolve and allow you to: •Engage in more complex dialogue regarding market conditions and trends 
•Recommend solutions to clients which align to their goals and promote Schwab growth 
•Execute trades 
•Ability to establish rapport with clients over the phone to create long term relationships with Schwab 
•Desire to work in a collaborative team based culture 
•Ability to adapt and implement changes as market and business conditions evolve 
•Bachelor’s degree strongly preferred 
What you have: 
•Ability to establish rapport with clients over the phone to create long term relationships with Schwab 
•Desire to work in a collaborative team based culture 
•Ability to adapt and implement changes as market and business conditions evolve 
•Bachelor’s degree strongly preferred 

Position Location:  

This role is located in the Schwab office at 12301 Research Blvd, Austin, TX.

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    University of Texas at Austin
    FAC 18
    2304 Whitis Ave. Stop G6200
    Austin, Texas 78712-1508
    512-471-7900