Financial Services Advisor — Remote & Growth Opportunities

Charles Schwab Corporation; Austin (TX); On-site; USD 54,000 - 62,000; Full time

Benefits offered by this job

SIE/FINRA licensing training

Bonus potential

Job summary

Charles Schwab Corporation is seeking a Financial Services Representative to be the trusted voice on the line, answering inbound calls, listening actively, and delivering personalized support. No finance background is required; what sets you apart is your commitment to serving others and your eagerness to learn and grow.

Through the Schwab Service Academy, you'll gain the knowledge to earn the SIE and FINRA Series 7 & 63 licenses, opening doors to a meaningful career in financial services with a

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.

Responsibilities

• Answer inbound calls and guide clients toward their goals.
• Deliver personalized support with clear, empathetic communication.
• Learn and grow through structured Schwab training and licensing.
• Contribute to a positive customer experience across interactions.

Skills

Active listening

Clear communication

Empathy

Problem solving

Growth mindset

Education

Bachelor's degree or higher

Job description

Charles Schwab Corporation is seeking a Financial Services Representative to be the trusted voice on the line, answering inbound calls, listening actively, and delivering personalized support. No finance background is required; what sets you apart is your commitment to serving others and your eagerness to learn and grow.

Through the Schwab Service Academy, you'll gain the knowledge to earn the SIE and FINRA Series 7 & 63 licenses, opening doors to a meaningful career in financial services with a