Finance Services Rep — Virtual Hiring Event & Training

Charles Schwab; Mesa (AZ); On-site; USD 42,000 - 56,000; Full time

Benefits offered by this job

401(k) with company match

Employee stock purchase plan

Paid vacation time

Sabbatical after 5 years

Paid parental leave & family benefits

Tuition reimbursement

Health, dental, vision insurance

Job summary

Charles Schwab is hosting a Virtual Hiring Event for the Financial Services Representative role. This event offers you the chance to learn about the position, speak with Schwabbies, and receive an invitation to interview with Talent Advisors.

Attendees will explore growth opportunities and the path to licensing under a paid Schwab Service Academy. Qualified candidates will be invited to attend a virtual information session with guaranteed progression to a subsequent interview.

Qualifications

• Flexibility to work any day, time, or shift for 24/7 contact center needs.

Responsibilities

• Learn to educate clients about investment strategies, trading tools, market mechanics, and retirement choices.
• Engage with and advocate for clients on inbound calls, take ownership, and resolve complex issues.
• Participate in Schwab Service Academy for paid training and licensing support (SIE, Series 7 & 63).
• Support a growth mindset and provide world-class service to clients.

Skills

Customer service

Client relationship

Communication

Multi-application proficiency

Flexible scheduling

Education

Bachelor's degree or higher in Finance/Economics

Tools

CRM software

Job description

Charles Schwab is hosting a Virtual Hiring Event for the Financial Services Representative role. This event offers you the chance to learn about the position, speak with Schwabbies, and receive an invitation to interview with Talent Advisors.

Attendees will explore growth opportunities and the path to licensing under a paid Schwab Service Academy. Qualified candidates will be invited to attend a virtual information session with guaranteed progression to a subsequent interview.