Client Financial Rep

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

Benefits offered by this job

401(k) with company match

Employee stock purchase plan

Paid vacation and sabbatical after 5+2

Paid parental leave and family support

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab is seeking a Financial Services Representative in the Fishers, IN area. You will be the trusted voice delivering personalized support via inbound calls, guiding clients toward their financial goals with clear, empathetic communication.

Training is provided through Schwab Service Academy, with licensing (SIE and FINRA Series 7 & 63) earned during the program. Post-training, certain shifts offer remote options, while in-person work remains part of our hybrid model.

Qualifications

• Customer service experience or aptitude for guiding clients to goals.
• Clear and empathetic communication with clients.
• Openness to feedback and willingness to learn and grow.
• Problem-solving with confidence and clarity.
• Ability to understand client needs and respond with care.
• Accuracy and thoroughness in every interaction.
• Collaborative work within a supportive team.
• Willingness to work 8:00 am - 4:30 pm during training onsite, then flexible shifts including evenings/weekends.

Responsibilities

• Answer inbound calls and provide personalized support.
• Guide clients toward goals with proactive education.
• Build trust through clear, empathetic communication and thoughtful solutions.
• Complete required licensing after training (SIE and FINRA 7 & 63).
• Support clients and colleagues as part of Schwab’s service culture.
• Adapt to shift options post-training, including remote work for eligible shifts.

Skills

Customer service

Communication

Empathy

Problem solving

Growth mindset

Attention to detail

Teamwork

Adaptability

Education

Bachelor's degree or higher

Job description

Position Type: Regular
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.

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. Answering inbound calls, listening actively, and taking ownership to deliver personalized support. Each interaction is an opportunity to create an exceptional experience through clear, empathetic communication, proactive education, and 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.

We offer competitive pay and bonus package that includes:

• Starting compensation of$52,900.00 during training ($25.44/hr.) plus an annual bonus opportunity of 10% of your base pay and other eligible earnings
• Potential to increase their total compensation to $61,700.00 within their 1st year upon obtaining the required licensing and achieving performance-based pay increases:
• • $54,900.00 base ($26.40/hr.)
  • 10% bonus opportunity depending on individual/corporate performance
  • Evening, overnight, and weekend shifts include up to 20% additional compensation, dependent on shift.

What you have

We believe great service starts with the right mindset and skills. Successful candidates demonstrate:

Requirements:

• 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.
• Ability to work 8:00 am - 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:
  • Weekend Day Shift (Start between 6:30am-9:30am CT, includes 1-2 weekend days): Potential to work remote after training IF working both weekend days are assigned
  • Weekday Evening Shift (Start 11am-5pm CT, Monday-Friday): In office
  • Weekday Overnight Shift (Start 7:30pm CT, Monday-Thursday): Potential to work fully remote after training
  • Weekend Evening/Overnight Shift (Start at 12pm CT Sat/Sun/Mon or 7pm CT Friday/Saturday/Sunday): Potential to work fully remote after training

Preferred qualifications:

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

#Campus

What's in it for you

At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. 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