Financial Services Associate — Hybrid Training & Licensing

Charles Schwab

Noblesville (IN)

On-site

USD 51,000 - 59,000

Full time

14 days+

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Benefits offered by this job

401(k) with company match

Employee stock purchase plan

Paid time off

Sabbatical after 5 years

Parental leave

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab is hiring for a full-time, on-site customer service role that starts with paid training in the Schwab Service Academy (SSA). You will learn to educate clients about investment strategies, trading tools, and retirement choices, while providing proactive service on inbound calls and ownership of complex issues.

The position includes a base pay during training with an annual bonus potential of 10% and a path to higher total compensation after licensing and performance-based pay

Qualifications

Ability to work full-time on-site during Schwab's SSA training and then hybrid work schedule.
Must be able to work various shifts to serve clients 24/7, including overnight and weekend availability.

Responsibilities

Educate clients about investment strategies, trading tools, market mechanics, and retirement choices.
Engage with and advocate for clients when answering inbound calls, taking ownership, and tackling complex issues to offer solutions.
Participate in Schwab Service Academy (SSA) for paid training, study time, and licensing support.

Skills

Customer service

Client engagement

Communication skills

Team collaboration

Education

Bachelor's degree in Finance / Economics or related field

Job description

The position includes a base pay during training with an annual bonus potential of 10% and a path to higher total compensation after licensing and performance-based pay

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