[Hiring] Financial Services Representative @Charles Schwab Inc.

Role Description

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.

Bring your passion for helping people and your drive to make a difference. Our service team plays a vital role in guiding clients toward their goals and delivering experiences that truly matter. You don’t need a finance background; what sets you apart is your commitment to serving others and your eagerness to learn and grow.

As a Financial Services Representative, you’ll be the trusted voice on the other end of the line. Responsibilities include:

• Answering inbound calls
• Listening actively
• Taking ownership to deliver personalized support

Each interaction is an opportunity to create an exceptional experience through:

• Clear, empathetic communication
• Proactive education
• Thoughtful solutions

We’ll support your growth from day one. Through paid training in the Schwab Service Academy, you’ll gain the knowledge and confidence to earn your Securities Industry Essentials (SIE) and FINRA Series 7 & 63 licenses, opening doors to a meaningful career in financial services.

If you’re ready to make an impact and build a future you’re proud of, this is where your journey begins.

Qualifications

• A passion for helping clients and ensuring positive experiences
• Ability to convey information clearly and build trust
• Openness to feedback and a growth mindset
• Problem-solving with confidence and clarity
• Understanding and responding to client needs with empathy
• Accuracy and thoroughness in every interaction
• Working as part of a supportive team and adapting to change

Requirements

• Ability to work 8:00am – 4:30 pm Monday through Friday during Schwab's training program, on-site
• After training is complete, the ability to work assigned shift to accommodate business needs to include evening, overnight, and weekend options
• Benefits of working evenings, overnight, and weekend shifts include increased compensation and remote work opportunities for qualifying shifts

Your Talent Advisor will walk you through the training schedule, available shift groups, and the shift assignment process during the interview. Example shift groups include:

• Weekend Day Shift (Start between 6:30am-9:30am CST, includes 1-2 weekend days): Potential to work remote after training IF working both weekend days are assigned
• Weekday Evening Shift (Start 11am-5pm CST, Monday-Friday): In office
• Weekday Overnight Shift (Start 7:30pm CST, Monday-Thursday): Potential to work fully remote after training
• Weekend Evening/Overnight Shift (Start at 12pm CST Sat/Sun/Mon or 7pm CST Friday/Saturday/Sunday): Potential to work fully remote after training

Benefits

• Starting compensation of $54,100 during training ($26.01/hr.) plus an annual bonus opportunity of 10% of your base pay and other eligible earnings
• Potential to increase total compensation to $61,700 within the 1st year upon obtaining the required licensing and achieving performance-based pay increases:
• $56,100 base ($26.98/hr.)
• 10% bonus opportunity depending on individual/corporate performance
• Evening, overnight, and weekend shifts include up to 20% additional compensation, dependent on shift

Preferred Qualifications

• Previous customer service or client relationship experience
• Bachelor’s degree or higher