Client-Focused Financial Services Professional

Charles Schwab; Cedar Park (TX); Hybrid; USD 53,000 - 60,000; Full time

Benefits offered by this job

401(k) match

Employee stock purchase plan

Paid vacation

Sabbatical after 5 years

Parental leave

Tuition reimbursement

Health insurance

Dental insurance

Vision insurance

Job summary

Charles Schwab is seeking candidates for a Regular role in Cedar Park, TX. You will educate clients on investment strategies, trading tools, and retirement planning, while answering inbound calls and resolving complex issues to deliver optimal solutions.

You’ll participate in the Schwab Service Academy (SSA) with paid training and study time to obtain essential licenses. The role emphasizes teamwork, client advocacy, and continuous growth in a client-first environment.

Qualifications

• On-site full-time during SSA training, then hybrid work schedule.
• Ability to work various shifts to serve clients 24/7, including overnight and weekend availability.
• Bachelor's degree or higher in Finance, Economics, or related field from accredited university.
• Willingness to learn about finance and the securities industry.

Responsibilities

• Educate clients about investment strategies, trading tools, market mechanics, and retirement choices.
• Engage with and advocate for clients when answering inbound calls, taking ownership, and tackling complex issues to offer the best solution.
• Attend Schwab Service Academy (SSA) for paid training, study time, and support to obtain licensing (Securities Industry Essentials and FINRA Series 7 & 63).
• Work as part of a team to deliver world-class service to clients.

Skills

Customer service

Client relationship

Communication skills

Willingness to learn

Education

Bachelor's degree or higher in Finance, Economics, or related field

Tools

CRM software

Multiple computer applications

Job description

Charles Schwab is seeking candidates for a Regular role in Cedar Park, TX. You will educate clients on investment strategies, trading tools, and retirement planning, while answering inbound calls and resolving complex issues to deliver optimal solutions.

You’ll participate in the Schwab Service Academy (SSA) with paid training and study time to obtain essential licenses. The role emphasizes teamwork, client advocacy, and continuous growth in a client-first environment.