Financial Services Advisor (Hybrid/Remote Opportunities)

Charles Schwab Careers; Blair (NE); Hybrid; USD 53,000 - 60,000; Full time

Benefits offered by this job

401(k) with company match

Health, dental, and vision insurance

Tuition reimbursement

Sabbatical after every 5 years (elig.)

Job summary

Charles Schwab Careers is seeking a Financial Services Representative to be the trusted voice for clients. You will handle inbound calls, provide personalized guidance, and support clients toward their financial goals. Training leads to SIE and FINRA licenses, with a performance-based pathway to higher compensation.

This role offers on-site training with potential hybrid/remote options after certification. The team emphasizes empathetic communication, accuracy, and adaptability in a dynamic,

Qualifications

• Demonstrated passion for helping clients and delivering positive experiences.
• Ability to convey information clearly and build trust.
• Openness to feedback and a growth mindset.
• Problem-solving with confidence and clarity.
• Empathy in addressing client needs with accuracy.

Responsibilities

• Answer inbound calls and deliver personalized support to clients.
• Guide clients toward their goals and provide proactive education.
• Maintain accurate records and document interactions in the CRM.

Skills

Customer service

Clear communication

Growth mindset

Problem solving

Education

Bachelor's degree or higher

Job description

Charles Schwab Careers is seeking a Financial Services Representative to be the trusted voice for clients. You will handle inbound calls, provide personalized guidance, and support clients toward their financial goals. Training leads to SIE and FINRA licenses, with a performance-based pathway to higher compensation.

This role offers on-site training with potential hybrid/remote options after certification. The team emphasizes empathetic communication, accuracy, and adaptability in a dynamic,