Client-Focused Financial Services Rep — Hybrid

Charles Schwab; Glendale (CA); Hybrid; USD 48,000 - 58,000; Full time

Benefits offered by this job

401(k) with company match

Employee stock purchase plan

Paid vacation

Sabbatical after 5 years

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab's service team educates clients on investment strategies, trading tools, market mechanics, and retirement choices. You’ll engage with clients on inbound calls, own issues, and strive for the best solution while pursuing licensing through the Schwab Service Academy.

Starting pay begins at $52,800 during training, with a 10% annual bonus opportunity and a potential total compensation of $60,280 in your first year after licensing and performance-based pay increases.

Qualifications

• Bachelor's degree in Finance, Economics, or related field required.
• Willingness to learn about finance and securities industry.
• Ability to work full time on-site during Schwab’s training program (SSA), followed by a hybrid work schedule.

Responsibilities

• Educate clients about investment strategies, trading tools, market mechanics, and retirement choices.
• Answer inbound calls, take ownership, and tackle complex issues to offer the best possible solution.
• Attend the Schwab Service Academy to obtain Securities Industry Essentials and FINRA Series 7 & 63 licenses.

Skills

Customer service

Communication skills

Client engagement

Adaptability

Learning mindset

Team collaboration

Computer applications

Education

Bachelor's degree in Finance/Economics

Job description

Charles Schwab's service team educates clients on investment strategies, trading tools, market mechanics, and retirement choices. You’ll engage with clients on inbound calls, own issues, and strive for the best solution while pursuing licensing through the Schwab Service Academy.

Starting pay begins at $52,800 during training, with a 10% annual bonus opportunity and a potential total compensation of $60,280 in your first year after licensing and performance-based pay increases.