Finance Services Rep: Virtual Fall Hiring Event

Charles Schwab; Dallas (TX); On-site; USD 38,000 - 52,000; Full time

Benefits offered by this job

401(k) with company match and Employee

Stock purchase plan

Paid vacation and volunteering time

Sabbatical after 5 years

Parental leave and family benefits

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab is hosting a Virtual Hiring Event for the Financial Services Representative role. The position supports clients through inbound calls, aiding with investments, retirement planning, and education about market tools. Candidates will have access to paid training and the Schwab Service Academy to obtain necessary licenses.

Location options include several U.S. office sites; applicants must reside within commuting distance.

Qualifications

• Willingness to work any day/time to support 24/7 contact center needs.
• Bachelor’s degree or higher in Finance, Economics, or related field.
• Strong communication and client engagement skills.
• Interest in finance and securities industry.

Skills

Flexibility

Customer service

Communication

Education

Bachelor’s degree in Finance/Economics or related field

Job description

Charles Schwab is hosting a Virtual Hiring Event for the Financial Services Representative role. The position supports clients through inbound calls, aiding with investments, retirement planning, and education about market tools. Candidates will have access to paid training and the Schwab Service Academy to obtain necessary licenses.

Location options include several U.S. office sites; applicants must reside within commuting distance.