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A career in finance with no finance degree needed.

Yep, you read that right! To be successful in this role all you need is a passion for sevice, the willingness to learn and grow, and ambition to keep progressing in your career. We'll teach you the rest...                                                                                                                                                                                               
In this exciting role, you'll not only learn to educate our clients about investments, trading tools, market mechanics, and retirement choices, but you'll also earn your Securities licenses in our paid licensing and training program.  Financial Services Representatives are an essential component of our client relationship model that has consistently set Charles Schwab and TD Ameritrade apart within the financial services industry. We are looking for individuals who are compassionate, good listeners, personable and have the desire to be an ambassador for our growing organization. We offer unlimited opportunities for professional development and advancement as the strength our combined firm continues to grow.

How we invest in your future

HEALTHCARE

We offer medical, dental, and vision benefits; and tax-advantaged HSA, voluntary benefits, and wellness programs.

401(K)/RETIREMENT PLANS

Some of these benefits include 401(k) plan, employee stock purchase plan, and employee branch and advice services.

WORK/LIFE BALANCE

We know you and your family’s well-being is paramount. That’s why we focus on providing benefits that matter most to you.

PAID LICENSING PROGRAM

We offer valuable programs and support to help you succeed. This includes education reimbursement, mentoring and job shadowing.

SABBATICAL

We offer a 28-day paid sabbatical that you are eligible for after five years of employment, and every five years thereafter.

ANNUAL BONUS OPPORTUNITY

There is an opportunity to earn an annual bonus.

Employee Testimonials

Hear from our employees on why they love working in Service:

"Working at Charles Schwab, I am constantly challenged and motivated to grow both professionally and personally. In an industry as dynamic as financial services, I find myself learning more constantly. Schwab is known for its outstanding leadership, and it is clear to see when looking at the individuals I am surrounded by." - Eilidh, Associate, Service Brokerage Rep

"I actually came from a background in healthcare education, so coming to Schwab, that transition was a little bit challenging since I never had experience in the finance industry. But Schwab really made it a point to get me adequate training, leverage different resources for me to turn to when I had questions. I really felt knowledgeable when I did my first day on the floor." - Nichole, Manager, Brokerage Service Rep

Check out our Financial Service Representative opportunities

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TDA Career Progression

Join Eilidh, Nichole, and many other Schwabbies who joined the finance industry from backgrounds in:

  • healthcare,
  • retail,
  • restaurants, and
  • hospitality

before finding their career at Schwab.