Financial Services Advisor — Client Support (Remote-Eligible)

Charles Schwab Careers; Plattsmouth (NE); Ibrido; USD 53.000 - 60.000; Tempo pieno

Vantaggi offerti da questo lavoro

401(k) with company match

Employee stock purchase plan

Paid vacation

Sabbatical after 5 years

Paid parental leave

Tuition reimbursement

Health insurance

Dental insurance

Vision insurance

Descrizione del lavoro

Charles Schwab is seeking a Financial Services Representative to handle inbound calls with empathy, deliver personalized support, and educate clients during training. You will gain SIE and FINRA Series 7 & 63 licenses and pursue a path in financial services.

Starting compensation during training is $52,900 annually ($25.44/hr) with a 10% bonus potential and a chance to reach $60,390 in year one after licensing and performance-based increases.

Competenze

• A passion for helping clients and ensuring positive experiences.
• Ability to convey information clearly and build trust.
• Openness to feedback and a growth mindset.
• Problem-solving with confidence and clarity.
• Understanding and responding to client needs with empathy.
• Accuracy and thoroughness in every interaction.
• Working as part of a supportive team and adapting to change.
• Ability to work 8:00am - 4:30pm Monday through Friday during Schwab's training program, on-site.
• After training, the ability to work assigned shift to accommodate business needs including evenings, overnights and weekends.

Mansioni

• As a Financial Services Representative, you'll be the trusted voice on the other end of the line.
• Answering inbound calls, listening actively, and taking ownership to deliver personalized support.
• Educate clients and guide them toward licensing and professional development during training.
• Deliver clear, empathetic communication and thoughtful solutions to client needs.

Conoscenze

Customer service

Clear communication

Growth mindset

Formazione

Bachelor's degree or higher

Descrizione del lavoro

Charles Schwab is seeking a Financial Services Representative to handle inbound calls with empathy, deliver personalized support, and educate clients during training. You will gain SIE and FINRA Series 7 & 63 licenses and pursue a path in financial services.

Starting compensation during training is $52,900 annually ($25.44/hr) with a 10% bonus potential and a chance to reach $60,390 in year one after licensing and performance-based increases.