Client Finance Advisor — Remote, Flexible Shifts

Charles Schwab Careers; Noblesville (IN); Hybrid; USD 53,000 - 62,000; Full time

Benefits offered by this job

401(k) with company match

Paid time off and sabbatical after 5+

Paid parental leave

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab Careers in Noblesville, IN is seeking a Financial Services Representative to handle inbound client calls, listen actively, and deliver personalized guidance with clear communication and empathy.

You will train in the Schwab Service Academy and pursue SIE and FINRA licenses, opening the door to growth in financial services. Hybrid work opportunities may arise after training, with competitive pay and a 10% annual bonus potential.

Qualifications

• Passion for helping clients and delivering positive experiences.
• Ability to convey information clearly and build trust.
• Openness to feedback and a growth mindset.
• Problem-solving with confidence and clarity.
• Understanding client needs with empathy.
• Accuracy and thoroughness in every interaction.
• Team collaboration and adaptability in a dynamic environment.

Responsibilities

• Answer inbound calls and deliver personalized support.
• Provide accurate information and proactive guidance to clients.
• Educate clients about Schwab offerings and processes.
• Maintain high levels of customer satisfaction and issue resolution.

Skills

Customer service

Clear communication

Growth mindset

Problem solving

Empathy

Attention to detail

Teamwork / adaptability

Customer service experience

Education

Bachelor’s degree or higher

Job description

Charles Schwab Careers in Noblesville, IN is seeking a Financial Services Representative to handle inbound client calls, listen actively, and deliver personalized guidance with clear communication and empathy.

You will train in the Schwab Service Academy and pursue SIE and FINRA licenses, opening the door to growth in financial services. Hybrid work opportunities may arise after training, with competitive pay and a 10% annual bonus potential.