Financial Services Advisor — Remote + Licensing Path

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

Benefits offered by this job

401(k) with company match

Paid vacation and sabbatical after 5th

Paid parental leave and family benefit

Tuition reimbursement

Health, dental, vision insurance

Job summary

Charles Schwab Careers in Lincoln, NE seeks a Financial Services Representative to answer inbound calls, guide clients toward their goals, and deliver personalized support. The role emphasizes empathetic communication, proactive education, and a commitment to learning before licensing exams.

During Schwab's Service Academy training, you will gain essential knowledge and credentials (SIE, FINRA Series 7 & 63) and work toward increasing total compensation through licensing and performance-based

Qualifications

• Passion for helping clients and delivering positive experiences.
• Ability to convey information clearly and build trust.
• Openness to feedback and a growth mindset.
• Strong problem-solving skills with confidence and clarity.
• Attention to accuracy and thoroughness in interactions.

Responsibilities

• Answer inbound calls as the trusted voice for clients.
• Provide personalized guidance and solutions to help clients reach their goals.
• Engage in proactive education and upskilling during training.
• Participate in Schwab Service Academy training to earn SIE and FINRA licenses.
• Support clients with empathetic, clear communication and timely follow-up.

Skills

Customer service

Communication

Empathy

Growth mindset

Problem solving

Education

Bachelor's degree or higher

Job description

Charles Schwab Careers in Lincoln, NE seeks a Financial Services Representative to answer inbound calls, guide clients toward their goals, and deliver personalized support. The role emphasizes empathetic communication, proactive education, and a commitment to learning before licensing exams.

During Schwab's Service Academy training, you will gain essential knowledge and credentials (SIE, FINRA Series 7 & 63) and work toward increasing total compensation through licensing and performance-based