Finance Services Rep: Fall Hiring Event

Charles Schwab; Orange (CA); On-site; USD 42,000 - 60,000; Full time

Benefits offered by this job

401(k) match

Health, dental, and vision insurance

Vacation time

Parental leave

Tuition reimbursement

Sabbatical after 5 years

Job summary

Charles Schwab invites new grads, recent grads and career changers to a Fall Hiring Event for the Financial Services Representative role. Learn about the career path, speak with Schwabbies, and secure a virtual interview with a Talent Advisor.

You will educate clients on investment concepts, handle inbound calls, and advance through the Schwab Service Academy to earn SIE and FINRA licenses. A growth mindset, passion for service, and adaptability are valued qualities for success.

Qualifications

• Flexibility to work any day, time, or shift to accommodate 24/7 contact center needs.
• Desire to learn about finance and investment concepts.
• Strong communication and client service orientation.

Responsibilities

• Educate clients about investment strategies, tools, and retirement options.
• Answer inbound calls and own client issues to provide the best solution.
• Engage with clients and guide them through the service experience.
• Progress through Schwab Service Academy to obtain SIE and FINRA licenses.

Skills

Communication skills

Influencing skills

Client engagement

Growth mindset

Willingness to learn

Education

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

Tools

Multiple computer applications

Job description

Charles Schwab invites new grads, recent grads and career changers to a Fall Hiring Event for the Financial Services Representative role. Learn about the career path, speak with Schwabbies, and secure a virtual interview with a Talent Advisor.

You will educate clients on investment concepts, handle inbound calls, and advance through the Schwab Service Academy to earn SIE and FINRA licenses. A growth mindset, passion for service, and adaptability are valued qualities for success.