Financial Services Advisor | Remote + Flexible Hours

Charles Schwab Careers; Indianapolis (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

Sabbatical after 5 years (eligible)

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab Careers in Indianapolis, IN seeks a Financial Services Representative to handle inbound calls, listen actively, and deliver personalized support. You’ll guide clients toward their goals with clear, empathetic communication and thoughtful solutions.

We’ll train you in the Schwab Service Academy to earn SIE and FINRA licenses, with a competitive pay and bonus package. After training, remote work options may apply for qualifying shifts.

Qualifications

• 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 8:00 am - 4:30 pm Monday through Friday during Schwab's training program, on-site.

Responsibilities

• Answering inbound calls, listening actively, and taking ownership to deliver personalized support.
• Guide clients toward their goals and deliver experiences that matter.
• Provide clear, empathetic communication and thoughtful solutions.
• Learn and grow through paid training in the Schwab Service Academy.

Skills

Customer service

Communication

Empathy

Teamwork

Education

Bachelor's degree or higher

Job description

Charles Schwab Careers in Indianapolis, IN seeks a Financial Services Representative to handle inbound calls, listen actively, and deliver personalized support. You’ll guide clients toward their goals with clear, empathetic communication and thoughtful solutions.

We’ll train you in the Schwab Service Academy to earn SIE and FINRA licenses, with a competitive pay and bonus package. After training, remote work options may apply for qualifying shifts.