Financial Services Representative
Your Opportunity
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.
Schwab’s service team is at the heart of our firm’s commitment to helping clients own their financial
futures. In this role, you’ll learn to educate clients about investment strategies, trading tools, market
mechanics, and retirement choices. You’ll engage with, and be an advocate for, clients when
answering inbound calls, taking ownership, and tackling complex issues to offer the best possible
solution. You’ll also take charge of your own professional journey by attending the Schwab Service
Academy (SSA), which provides you with the paid training, study time, and support you need to
obtain your Securities Industry Essentials and FINRA Series 7 & 63 licenses. If you are eager to
pursue a career in finance, enjoy working in a team setting, and share our passion for serving clients -
this role is for you.
We offer a competitive pay and bonus package. Starting compensation for this location begins at $54,100 during training , plus an annual bonus opportunity of 10% of your base pay and other eligible earnings. Employees have the potential to increase their total compensation to $61,700 ($56,100 base, plus 10% bonus opportunity depending on individual/corporate performance) within their 1st year upon obtaining the required Licensing and achieving performance-based pay increases.
#Campus
What you have
If you’re not a finance expert, that’s okay! People coming from many different experiences have found tremendous success here at Schwab. Successful candidates will have a growth mindset, a willingness to learn, and a passion for serving others. At Charles Schwab, we strive to make a difference in people's lives through our innovative solutions and world-class service.
Required qualifications
- Ability to work full time on-site during Schwab's training program (SSA), followed by a hybrid work schedule.
- Ability to work various shifts to serve our clients 24/7, including overnight and weekend availability.
Preferred qualifications
- Previous customer service experience
- Previous client relationship experience
- Bachelor’s degree or higher in Finance, Economics, or related field from accredited university
- Ability to adapt to changes in the market and business
- Eagerness to learn about finance
- Passion for service to clients Motivation to learn about the securities industry, including the basic principles of equity, option, and mutual fund transactions
- Robust communication, influencing and client engagement skills
- Desire to be part of a supportive and collaborative team
- Shown success navigating multiple computer applications
What’s in it for you
At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. 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
What you are good at
What you have
If you’re not a finance expert, that’s okay! People coming from many different experiences have found tremendous success here at Schwab. Successful candidates will have a growth mindset, a willingness to learn, and a passion for serving others. At Charles Schwab, we strive to make a difference in people's lives through our innovative solutions and world-class service.
Required qualifications
- Ability to work full time on-site during Schwab's training program (SSA), followed by a hybrid work schedule.
- Ability to work various shifts to serve our clients 24/7, including overnight and weekend availability.
Preferred qualifications
- Previous customer service experience
- Previous client relationship experience
- Bachelor’s degree or higher in Finance, Economics, or related field from accredited university
- Ability to adapt to changes in the market and business
- Eagerness to learn about finance
- Passion for service to clients Motivation to learn about the securities industry, including the basic principles of equity, option, and mutual fund transactions
- Robust communication, influencing and client engagement skills
- Desire to be part of a supportive and collaborative team
- Shown success navigating multiple computer applications
Why Schwab?
At Schwab, “Own Your Tomorrow” embodies everything we do! We are committed to helping our employees unleash their potential and achieve their dreams. Our employees get to play a central role in disrupting a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth. We’re a modern financial services firm that stands apart from the industry, where you can go as far as your ambition takes you.
Hear from employees: What’s it like to work at Schwab!
The benefits of working at Schwab : a package designed to empower your health, wealth, career and life. Schwab is committed to building a diverse and inclusive workplace where everyone feels valued.
As an equal employment opportunity employer, our policy is to provide equal employment opportunities to all employees and applicants without regard to any status that is protected by law. (Please click here to see policy.)
Schwab is also an affirmative action employer, focused on advancing women, minorities, veterans, and individuals with disabilities in the workplace. We believe diversity and inclusion are part of our success as a company and our purpose of serving every client with passion and integrity.