Starting a Career in the Financial Services Industry: Schwab’s Supportive Approach to Beginners in Finance

Por Andie T.

Você já se viu pesquisando o que parece ser centenas e centenas de publicações de emprego e, de repente, encontra -se de repente, onde a descrição do trabalho parece ressoar com tudo o que você representa - seus valores, sua experiência e potencial oportunidade de crescimento? Nesse caso, você não está sozinho. For Sr. Manager Jannibah C., her start on the Business Consulting and Education team at Schwab began in a moment just like this: “I had this list of things I was looking for and I found a job description and I thought I’m not even sure what this job totally is, but the things they’re saying “somebody who likes to learn,” “somebody who wants to collaborate,” “someone who likes to problem solve,” those things really speak to me.”

              Before starting her Carreira na Schwab, o histórico de Jannibah estava focado em funções e comunicações sem fins lucrativos para empresas e organizações. "Eu tenho um diploma de bacharel em relações públicas e mestrado em comunicações em massa", explica Jannibah. "Quando eu estava na pós-graduação, comecei a trabalhar com organizações sem fins lucrativos especificamente escoteiras e a fazer comunicações relacionadas a voluntários, doadores e ajudar a fazer comunicações de eventos. A partir daí, mudei para outro papel sem fins lucrativos e depois para um papel do governo local, que era todo tipo de trabalho muito semelhante". Com o tempo, Jannibah se viu transitando para outro papel que era: “Uma empresa de marketing/relações públicas local e eles tinham uma prática de engajamento público, o que significava essencialmente que eu ainda estava trabalhando com os mesmos tipos de pessoas, sem fins lucrativos, governo do estado e, em seguida, que me mudei para outra agência que tivesse o governo nacional e o governo federal. indústria financeira? "Eu fui demitido e estava procurando algo que parecesse o mesmo, fazendo algo positivo e útil. Eu queria algo que oferecesse uma oportunidade de conversar com as partes interessadas da maneira que, mesmo que não fosse diretamente. Algo que me ajudaria a ser criativo, um lugar onde eu ainda teria a oportunidade de inovar." Although Jannibah was not entirely sure about what the job at Schwab was, she soon realized that many of the skill and technical aspect she enjoyed at her previous work endeavors carried over quite well to the new role at Schwab: “I loved the technical aspect of what I was doing with FEMA or the Texas Department of Transportation, where I was learning something really complex and then making that something where I could further breakdown and make it accessible to the stakeholders who needed to know that information Mas não tinha o conjunto de habilidades. Perguntei se há algo que eu possa ler, e as pessoas ficaram tipo "Sim", deixe -me ajudá -lo a encontrar isso ... I have been very encouraged to have and have had about 25 meet and greets with others in the Business Consulting team where they’ve all been glad to take 30 minutes to sit and talk with me, give me the benefit of their knowledge, perspective, their background as well as when I say ‘I’m interested in what you’re doing,’ before the call is over somebody has already sent me a PDF of this or a link to that so that I can continue to grow my knowledge and get a better understanding of what they’re doing.”

              With such a heavy emphasis and background with similar types of work, what spurred Jannibah to pursue a career in the finance industry? “I was laid off and was looking for something that would feel the same, doing something positive and useful. I wanted something that would offer an opportunity to talk with stakeholders in whatever way, even if not directly. Something that would help me be creative, a place where I would still have an opportunity to innovate.” Although Jannibah was not entirely sure about what the job at Schwab was, she soon realized that many of the skill and technical aspect she enjoyed at her previous work endeavors carried over quite well to the new role at Schwab: “I loved the technical aspect of what I was doing with FEMA or the Texas Department of Transportation, where I was learning something really complex and then making that something where I could further breakdown and make it accessible to the stakeholders who needed to know that information but didn’t have the skill set. It’s the same kind of work that I’m doing here. So it was taking all the things that I loved about the jobs I had before and now doing it in the financial services industry.”

              As Jannibah transitioned to a career in the financial services industry, she discussed how Schwab has supported her during this career shift: “In my first days one of the things I continue to hear is ‘ask questions’ and I haven’t been afraid to do that. I’ve asked if there is anything I can read, and people have been like ‘yes’ let me help you find that…. I have been very encouraged to have and have had about 25 meet and greets with others in the Business Consulting team where they’ve all been glad to take 30 minutes to sit and talk with me, give me the benefit of their knowledge, perspective, their background as well as when I say ‘I’m interested in what you’re doing,’ before the call is over somebody has already sent me a PDF of this or a link to that so that I can continue to grow my knowledge and get a better understanding of what they’re doing.”

Para aqueles semelhantes a Jannibah, que podem ficar apreensivos com a indústria, mas querem o desafio de um novo ambiente e carreira, Jannibah mencionou que a potencial falta de conhecimento sobre dinheiro e números não é nada para se preocupar: quando eu nunca havia trabalhado em serviços financeiros e nem me considera uma pessoa que tem um bom chefe de matemática ou dinheiro. A parte de ser um bom comunicador e os conjuntos de habilidades que eu preciso são diferentes ... por isso é duplo, há um conjunto de habilidades e há conhecimento sobre um setor ou assunto e eles disseram que o conhecimento sobre o assunto e o setor que você não me ensinaria. Indústria e assunto complexos, mas eles foram ótimos em me deixar levar tempo. ”

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