Client-Focused Financial Services Advisor

Charles Schwab Careers; Gretna (NE); Ibrido; USD 53.000 - 60.000; Tempo pieno

Vantaggi offerti da questo lavoro

Bonus potential

Descrizione del lavoro

Charles Schwab Careers is hiring a Financial Services Representative. You will be the trusted voice on inbound calls, delivering personalized support and guiding clients toward their goals. Training prepares you for SIE and FINRA Series 7 & 63 licenses, with opportunities for growth and licensing success.

The role starts with paid training on-site, 8:00am–4:30pm, and offers competitive pay plus a bonus package. After training, some shifts may be remote or hybrid depending on business needs.

Competenze

• 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.
• Available to work 8:00am–4:30pm Monday to Friday during Schwab's training on-site.

Mansioni

• Answer inbound calls and deliver personalized support.
• Provide clear, empathetic communication and proactive education to clients.
• Help clients achieve their financial goals and navigate licensing requirements.
• Participate in training to earn SIE and FINRA Series 7 & 63 licenses.
• Support clients through transitions and offer thoughtful solutions.

Conoscenze

Customer-focused communication

Active listening

Growth mindset

Problem solving

Empathy

Attention to detail

Team player

On-site training availability

Formazione

Bachelor's degree or higher

Descrizione del lavoro

Charles Schwab Careers is hiring a Financial Services Representative. You will be the trusted voice on inbound calls, delivering personalized support and guiding clients toward their goals. Training prepares you for SIE and FINRA Series 7 & 63 licenses, with opportunities for growth and licensing success.

The role starts with paid training on-site, 8:00am–4:30pm, and offers competitive pay plus a bonus package. After training, some shifts may be remote or hybrid depending on business needs.