Client Financial Services Advisor - Hybrid & Growth

Charles Schwab Careers; Fremont (NE); On-site; USD 53,000 - 60,000; Full time

Benefits offered by this job

401(k) with company match

Employee stock purchase plan

Paid time for vacation and volunteer

Sabbatical after every 5 years

Parental leave

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab Careers seeks a Financial Services Representative to be the trusted voice on customer calls, delivering personalized guidance and solutions. You will listen actively, educate clients, and help them reach their goals with empathetic, clear communication.

Training occurs through the Schwab Service Academy, earning SIE and FINRA Series licenses. After training, shifts may include evenings, overnights, and weekends with added compensation; base pay during training leads to higher

Qualifications

• 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.
• Willingness to work various shifts during training and after.

Responsibilities

• Answer inbound calls and provide personalized support.
• Guide clients toward their goals with clear communication.
• Deliver exceptional service through proactive education and solutions.
• Adapt to a supportive team environment and changing needs.

Skills

Customer service

Communication

Active listening

Empathy

Problem solving

Growth mindset

Teamwork

Attention to detail

Education

Bachelor's degree or higher

Job description

Charles Schwab Careers seeks a Financial Services Representative to be the trusted voice on customer calls, delivering personalized guidance and solutions. You will listen actively, educate clients, and help them reach their goals with empathetic, clear communication.

Training occurs through the Schwab Service Academy, earning SIE and FINRA Series licenses. After training, shifts may include evenings, overnights, and weekends with added compensation; base pay during training leads to higher