Finance Services Rep — Virtual Hiring Event & Training

Charles Schwab; San Marcos (CA); On-site; USD 42,000 - 62,000; Full time

Benefits offered by this job

401(k) with company match

Employee stock purchase plan

Paid time off

Sabbatical after 5 years

Paid parental leave

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab invites new grads and career changers to a Fall Hiring Event for the Financial Services Representative role. Learn about client service, investment basics, and interview opportunities with Talent Advisors.

Selected candidates will engage with clients on inbound calls, receive paid training through Schwab Service Academy, and pursue licenses such as the Securities Industry Essentials and FINRA Series 7 & 63.

Qualifications

• Bachelor’s degree in Finance, Economics, or related field from accredited university.
• Willingness to learn about finance and securities industry basics.
• Strong client service and communication skills.

Responsibilities

• Educate clients about investment strategies, trading tools, and retirement choices.
• Answer inbound calls, own issues, and provide solutions for clients.
• Engage with clients and support their journey through Schwab Service Academy.

Skills

Customer service

Client engagement

Communication skills

Growth mindset

Willingness to learn

Team collaboration

Education

Bachelor’s degree in Finance or Economics

Tools

CRM software

Job description

Charles Schwab invites new grads and career changers to a Fall Hiring Event for the Financial Services Representative role. Learn about client service, investment basics, and interview opportunities with Talent Advisors.

Selected candidates will engage with clients on inbound calls, receive paid training through Schwab Service Academy, and pursue licenses such as the Securities Industry Essentials and FINRA Series 7 & 63.