As an Associate Financial Services Professional, you will be an ambassador of Schwab 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.
Moreover, what does a financial service professional do?
A financial services professional is a person who works with clients on financial planning and investment strategies to help them better manage wealth. Your job duties include acting as a financial advisor, providing investment management, and evaluating tax strategies.
One may also ask, is Charles Schwab a good place to work?
Very nice corporate culture! Schwab is a great place to work in their call center, although the salary is not what you would make at other brokerages for a licensed stockbroker. They offer excellent training. Advancement can take years.
Does New York Life pay a base salary?
Like most sales jobs, your pay is based on commision. There is no base salary, they provide you with a training allowance for your first 3 years but you must meet a quota to receive it.
How do I become a financial service?
Financial services jobs usually require a bachelor’s degree in finance or accounting. In some positions, such as a financial advisor or investment consultant, you need sales skills to market investment products to clients.
Is a financial advisor the same as a financial planner?
Key Takeaways. A financial planner is a professional who helps companies and individuals create a program to meet long-term financial goals. Financial advisor is a broader term for those who help manage your money including investments and other accounts.
What is a financial professional at New York Life?
At New York Life our financial professionals help families protect their finances, futures, and loved ones. There are numerous roles and paths here: whether providing protection-based solutions, offering retirement planning and guidance, or mentoring the next generation.
Do Financial Advisors Need Series 7?
While there is not a specific licensing requirement for financial advisors, they are generally required to have various securities licenses to sell investment products. … These include the Series 6, Series 7, Series 63 and Series 65 licenses.
Does Schwab pay well?
The average Charles Schwab salary ranges from approximately $40,946 per year for Service Technician to $189,115 per year for Offering Manager. Average Charles Schwab hourly pay ranges from approximately $15.00 per hour for Operations Associate to $42.65 per hour for .
Are Schwab employees working from home?
non-branch employees work from home. By Mar. 19, staff pressures prompted Schwab’s to allow 35% of its employees to work remotely.
Do you need a degree to work at Charles Schwab?
A majority of available jobs require bachelor’s degrees or higher as well as specialized financial experience; however, for recent college graduates or individuals possessing little-to-no work experience, the company operates several rotational development programs geared toward training promising candidates in the …