Client Financial Services Advisor

Charles Schwab Careers; Greenwood (IN); On-site; USD 53,000 - 62,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401(k) match

Employee stock purchase plan

Paid time off

Sabbatical after years of service

Parental leave

Tuition reimbursement

Hybrid work flexibility

Job summary

Charles Schwab is hiring a Financial Services Representative to serve as the trusted voice for clients on inbound calls. You will participate in paid training, learn to earn SIE and FINRA licenses, and progress toward enhanced compensation based on performance.

The role emphasizes empathy, clear communication, and helping clients achieve their goals. During training, work on-site with potential remote options after licensing and performance checks.

Qualifications

• Strong commitment to helping clients and delivering positive experiences.
• Ability to convey information clearly and build trust.
• Willingness to learn and grow in a finance-focused service role.
• Proactive, empathetic communication with customers.
• Adaptability and teamwork in a dynamic contact-center environment.

Responsibilities

• Answer inbound calls and provide personalized support to clients.
• Engage in training to earn SIE and FINRA Series 7 & 63 licenses.
• Communicate clearly, educate clients, and resolve issues with thoughtful solutions.
• Partner with team to deliver consistent, high-quality service.
• Support shifts that may include evenings, weekends, or remote options after training.

Skills

Customer service mindset

Clear communication

Empathy

Problem-solving

Teamwork

Growth mindset

Education

Bachelor's degree or higher

Job description

Charles Schwab is hiring a Financial Services Representative to serve as the trusted voice for clients on inbound calls. You will participate in paid training, learn to earn SIE and FINRA licenses, and progress toward enhanced compensation based on performance.

The role emphasizes empathy, clear communication, and helping clients achieve their goals. During training, work on-site with potential remote options after licensing and performance checks.