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JobsCharles Schwab

Licensed Global Investing Specialist

Charles Schwab

Licensed Global Investing Specialist

Charles Schwab

Austin, TX; Indianapolis, IN; Orlando, FL; Westlake, TX

·

On-site

·

Full-time

·

2w ago

Compensation

$53,000 - $56,000

Benefits & Perks

401(k)

Equity

Paid time off

Sabbatical

Parental Leave

Learning Budget

Healthcare

401k

Equity

Sabbatical

Parental Leave

Learning

Healthcare

Required Skills

Financial services knowledge

Client communication

Foreign market trading

Pay range: USD $53,000.00 - $56,000.00 / Year
Your opportunity
At 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.

We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location(s).

We're seeking Global Investing Specialists who enjoy assisting others as they trade in the foreign markets and want to grow their career with a top financial services firm.

In Global Investing Services, our vision is to be the most trusted Foreign Trade Desk on the street. We support Schwab's domestic and international clients who trade on exchanges outside of the U.S.

We attract highly engaged professionals who are interested in learning the foreign markets and are interested in furthering their foreign trading knowledge. We have a world-class training program which ensures we are able to meet the needs of our clients, regardless of their level of sophistication.

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 required
  • 1-2 years of experience in Client Service, Financial Services and/or Brokerage Services

Preferred Qualifications:

  • Bachelor's degree
  • Current or previous contact center experience
  • 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 U.S trading experience, or familiarity with the securities industry and an understanding of options and equities

In addition to the salary range, this role is eligible for bonus or incentive opportunities.

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:

  • 401(k) with company match and Employee stock purchase plan
  • Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
  • Paid parental leave and family building benefits
  • Tuition reimbursement
  • Health, dental, and vision insurance

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About Charles Schwab

Charles Schwab

Charles Schwab Corporation is a major American multinational financial services company that provides brokerage, banking, and financial advisory services to individual and institutional clients.

10,001+

Employees

Westlake

Headquarters

Reviews

3.6

2 reviews

Work Life Balance

3.0

Compensation

4.0

Culture

2.0

Career

1.5

Management

1.5

25%

Recommend to a Friend

Pros

Competitive wage

Strong benefits

Transparent interview process

Cons

Discrimination issues

Retaliation against employees

Wrongful termination

Salary Ranges

4 data points

L2

L3

L4

L5

L6

L2 · Financial Analyst L2

0 reports

$102,538

total / year

Base

$41,015

Stock

$51,269

Bonus

$10,254

$71,777

$133,299

Interview Experience

7 interviews

Difficulty

3.0

/ 5

Duration

14-28 weeks

Offer Rate

28%

Experience

Positive 14%

Neutral 58%

Negative 28%

Interview Process

1

Phone Screen

2

Interview

3

Background Check

Common Questions

Phone Interview

Recruiter Screening

Technical Assessment