Financial Services Advisor (Hybrid/Remote)

Charles Schwab Careers; Fishers (IN); Hybrid; USD 53,000 - 62,000; Full time

Benefits offered by this job

401(k) with company match

Employee stock purchase plan

Paid time off and sabbatical after 5+1

Parental leave and family building

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab is seeking a Financial Services Representative in Indiana. You will be the trusted voice guiding clients toward their goals, delivering personalized support through inbound calls, and learning through Schwab Service Academy.

During training, earn SIE and FINRA Series licenses, with opportunities for a competitive pay package and a 10% bonus. Post-training, shifts may include evenings and weekends, with potential remote options for qualifying groups.

Qualifications

• Strong passion for helping clients and delivering positive experiences.
• Ability to convey information clearly and build trust with clients.
• Open to feedback and growth mindset.
• Problem-solving with confidence and clarity.
• Accurate and thorough in every interaction.

Responsibilities

• Answer inbound calls as the primary voice for Schwab’s clients.
• Deliver personalized support with proactive education and thoughtful solutions.
• Engage in training to earn SIE and FINRA Series 7 & 63 licenses.
• Contribute to a positive client experience and ongoing customer relationships.

Skills

Customer service

Clear communication

Empathy

Problem solving

Teamwork

Education

Bachelor’s degree or higher

Job description

Charles Schwab is seeking a Financial Services Representative in Indiana. You will be the trusted voice guiding clients toward their goals, delivering personalized support through inbound calls, and learning through Schwab Service Academy.

During training, earn SIE and FINRA Series licenses, with opportunities for a competitive pay package and a 10% bonus. Post-training, shifts may include evenings and weekends, with potential remote options for qualifying groups.