Client Financial Services Advisor

Charles Schwab Careers; Blair (NE); Hybrid; USD 53,000 - 60,000; Full time

Benefits offered by this job

401(k) match

Employee stock purchase plan

Paid vacation & sabbatical

Parental leave

Tuition reimbursement

Health, dental, vision insurance

Job summary

Charles Schwab Careers is hiring a Financial Services Representative to guide clients toward their goals via inbound calls and personalized service. You will undergo paid training in the Schwab Service Academy to earn SIE and FINRA Series 7 & 63 licenses, unlocking a meaningful career in financial services.

The role offers a competitive pay package and a path to increased compensation with licensing and performance-based incentives.

Qualifications

• Experience helping clients or customers in a service role.
• Strong communication and listening skills.
• Ability to convey information clearly and build trust.
• Growth mindset and openness to feedback.

Responsibilities

• Answer inbound calls and provide personalized support to clients.
• Assist clients through Schwab Service Academy training and licensing.
• Work 8:00am - 4:30pm during training on-site; after training, shift options may include evenings/weekends and remote opportunities.

Skills

Customer service

Active listening

Clear communication

Empathy

Problem solving

Education

Bachelor's degree or higher

Job description

Charles Schwab Careers is hiring a Financial Services Representative to guide clients toward their goals via inbound calls and personalized service. You will undergo paid training in the Schwab Service Academy to earn SIE and FINRA Series 7 & 63 licenses, unlocking a meaningful career in financial services.

The role offers a competitive pay package and a path to increased compensation with licensing and performance-based incentives.