Financial Services Advisor—Remote Training & Licensing

Charles Schwab Corporation; Phoenix (AZ); Hybrid; USD 54,000 - 62,000; Full time

Benefits offered by this job

Remote work opportunities

Bonus opportunities

Training program for licenses

Job summary

Charles Schwab Corporation is seeking a Financial Services Representative to handle inbound client calls, provide personalized support, and guide customers toward their goals. You will train through Schwab Service Academy to obtain SIE and FINRA licenses, enabling a meaningful career in financial services.

You’ll start with paid training and then move into shift options that may include evenings, overnights, weekends, and potential remote work for eligible roles.

Qualifications

• Passion for helping clients and delivering positive experiences.
• Clear, empathetic communication and ability to build trust.
• Growth mindset and openness to feedback.
• Problem-solving with confidence and clarity.
• Willingness to work various shifts including evenings/weekends after training.
• Bachelor’s degree or higher.

Responsibilities

• Answer inbound calls and provide personalized financial services support.
• Learn and earn SIE and FINRA licenses through Schwab Service Academy.
• Deliver clear, empathetic guidance and proactive education to clients.
• Adapt to training schedule and shift assignments post-training.

Skills

Customer service

Effective communication

Empathy

Problem-solving

Teamwork

Growth mindset

Education

Bachelor’s degree

Job description

Charles Schwab Corporation is seeking a Financial Services Representative to handle inbound client calls, provide personalized support, and guide customers toward their goals. You will train through Schwab Service Academy to obtain SIE and FINRA licenses, enabling a meaningful career in financial services.

You’ll start with paid training and then move into shift options that may include evenings, overnights, weekends, and potential remote work for eligible roles.