Client-Focused Financial Services Advisor (Remote After Training)

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

Benefits offered by this job

401(k) with company match & ESPP

Paid vacation & sabbatical eligibility

Paid parental leave & family benefits

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab is hiring a Financial Services Representative to be the trusted voice on the other end of the line, answering inbound calls and delivering personalized support. You’ll participate in paid training to earn SIE and FINRA Series 7 & 63 licenses, enabling a meaningful career in financial services.

Starting compensation and future earning potential are outlined, with shifts that may include evenings, weekends, or overnight.

Qualifications

• Passion for helping clients and delivering positive experiences.
• Ability to convey information clearly and build trust with clients.
• Openness to feedback and growth mindset for learning.
• Strong problem-solving skills with clear communication.
• Empathy to understand client needs and respond appropriately.
• Accuracy and thoroughness in every interaction.
• Ability to work within a collaborative team and adapt to change.

Responsibilities

• Handle inbound calls and guide clients toward their goals.
• Deliver personalized support with clear, empathetic communication.
• Provide proactive education and thoughtful solutions during interactions.
• Contribute to a high-quality client experience and service standards.

Skills

Customer service

Clear communication

Growth mindset

Problem solving

Empathy

Attention to detail

Teamwork

Education

Bachelor’s degree or higher

Job description

Charles Schwab is hiring a Financial Services Representative to be the trusted voice on the other end of the line, answering inbound calls and delivering personalized support. You’ll participate in paid training to earn SIE and FINRA Series 7 & 63 licenses, enabling a meaningful career in financial services.

Starting compensation and future earning potential are outlined, with shifts that may include evenings, weekends, or overnight.