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Not sure if a career in financial services is right for you? 

Let’s take a deeper dive and see if Client Service and Support should be the first step in your new career. 

Watch to learn more about who we are, what we do, and what to expect. 

You are not alone! Schwab will provide the training and support you will need to succeed. These are some of the invaluable skills you will learn that you will carry with you throughout your entire career.

  • FINRA SIE, Series 7 & 63 examination
  • Engaging with Clients
  • Needs Based Influence skills
  • Information Gathering

If you are ready to challenge yourself and grow, search and apply for a Financial Services Professional opening now.


Listen to an example of what a conversation with a client as a CS&S professional sounds like: