Financial Services Associate - Hybrid Training & Growth

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

Benefits offered by this job

401(k) with company match

Employee stock purchase plan

Paid time off

Sabbatical after 5 years

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab Careers is hiring a Financial Services Representative to handle inbound client calls with a focus on personalized, clear guidance. You will participate in the Schwab Service Academy training and work toward earning SIE and FINRA Series licenses, enabling a broader financial services career.

Initial on-site training supports skill-building and licensing, with post-training flexibility for shift-based remote work.

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.

Responsibilities

• Answer inbound calls, listen actively, and take ownership to deliver personalized support.
• Provide clear, empathetic communication and thoughtful solutions to clients.
• Support growth through Schwab training; obtain SIE and FINRA Series 7 & 63 licenses.

Skills

Customer service

Education

Bachelor's degree or higher

Job description

Charles Schwab Careers is hiring a Financial Services Representative to handle inbound client calls with a focus on personalized, clear guidance. You will participate in the Schwab Service Academy training and work toward earning SIE and FINRA Series licenses, enabling a broader financial services career.

Initial on-site training supports skill-building and licensing, with post-training flexibility for shift-based remote work.