Client Education-Focused Financial Services Associate

Charles Schwab; Buda (TX); Hybrid; USD 53,000 - 60,000; Full time

Benefits offered by this job

401(k) match

Employee stock purchase plan

Paid vacation and sabbatical after 5 y

Paid parental leave

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab is hiring for a full-time role within our service team in the United States. You will learn to educate clients about investment strategies, trading tools, market mechanics, and retirement choices while answering inbound calls and addressing complex issues.

The Schwab Service Academy provides paid training, study time, and support to obtain Securities Industry Essentials and FINRA Series 7 & 63 licenses.

Qualifications

• Ability to work on-site during Schwab’s SSA training and then a hybrid work schedule.
• Willingness to learn finance fundamentals and licensing.
• Strong communication and customer service mindset.

Responsibilities

• Educate clients on investment strategies, trading tools, market mechanics, and retirement choices.
• Assist clients via inbound calls, taking ownership, and providing solutions to complex issues.
• Engage in Schwab Service Academy and pursue required licenses.

Skills

Customer service

Client engagement

Communication

Finance interest

Team collaboration

Education

Bachelor’s degree in Finance, Economics, or related field

Job description

Charles Schwab is hiring for a full-time role within our service team in the United States. You will learn to educate clients about investment strategies, trading tools, market mechanics, and retirement choices while answering inbound calls and addressing complex issues.

The Schwab Service Academy provides paid training, study time, and support to obtain Securities Industry Essentials and FINRA Series 7 & 63 licenses.