Financial Services Advisor | Remote Training Path

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

Job summary

Charles Schwab Corporation in Orlando, FL seeks a Financial Services Representative to be the trusted voice for inbound calls, guiding clients toward their goals and delivering personalized support during the training period. Through Schwab Service Academy, you'll gain the knowledge and confidence to earn the SIE and FINRA Series 7 & 63 licenses, opening doors to a meaningful career in financial services.

The role offers starting pay of $54,100 during training ($26.01/hr.) with a 10% annual

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

Responsibilities

• Answer inbound calls and provide personalized support to clients.
• Listen actively and take ownership of issues to ensure resolution.
• Educate clients and deliver thoughtful solutions in every interaction.
• Contribute to delivering exceptional customer experiences.
• Pursue licensing steps (SIE, FINRA Series 7 & 63) during training and apply learning on the job.

Skills

Customer service

Communication

Growth mindset

Problem solving

Empathy

Attention to detail

Teamwork

Schedule flexibility

Education

Bachelor's degree

Job description

Charles Schwab Corporation in Orlando, FL seeks a Financial Services Representative to be the trusted voice for inbound calls, guiding clients toward their goals and delivering personalized support during the training period. Through Schwab Service Academy, you'll gain the knowledge and confidence to earn the SIE and FINRA Series 7 & 63 licenses, opening doors to a meaningful career in financial services.

The role offers starting pay of $54,100 during training ($26.01/hr.) with a 10% annual