Finance Services Advisor | Hybrid Training

Charles Schwab; Noblesville (IN); Hybrid; USD 51,000 - 59,000; Full time

Benefits offered by this job

401(k) with company match

Employee stock purchase plan

Paid time off for vacation, volunteer,

Sabbatical after 5 years

Paid parental leave

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab in Noblesville, Indiana seeks a client-focused professional to educate clients on investment strategies, trading tools, market mechanics, and retirement choices. You will engage with clients on inbound calls, take ownership of complex issues, and pursue licensing through the Schwab Service Academy (SSA).

The role begins with on-site training, then transitions to a hybrid schedule. A strong growth mindset and passion for serving clients are essential for success.

Qualifications

• Ability to work full time on-site during Schwab’s training program (SSA), followed by a hybrid work schedule.
• Willingness to work diverse 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
• Strong communication and client engagement skills

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 possible solution.
• Take charge of your own professional journey by attending the Schwab Service Academy (SSA), which provides paid training, study time, and support to obtain required licenses.

Skills

Customer service

Communication

Client engagement

Adaptability

Education

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

Tools

Multiple computer applications

Job description

Charles Schwab in Noblesville, Indiana seeks a client-focused professional to educate clients on investment strategies, trading tools, market mechanics, and retirement choices. You will engage with clients on inbound calls, take ownership of complex issues, and pursue licensing through the Schwab Service Academy (SSA).

The role begins with on-site training, then transitions to a hybrid schedule. A strong growth mindset and passion for serving clients are essential for success.