Financial Services Associate — Training & Licensing Path

Charles Schwab; Westlake (OH); On-site; USD 42,000 - 66,000; Full time

Job summary

Charles Schwab is hosting a virtual Hiring Event for a Financial Services Representative role. The program includes paid training and the path to earning SIE and FINRA licenses, with locations across multiple markets and a requirement to live within commutable distance to corporate offices.

New grads, recent grads, and career changers are encouraged to participate. The role emphasizes client education, strong service orientation, and the ability to adapt in a dynamic financial services

Qualifications

• Flexibility to work any day, time, or shift to support 24/7 contact center needs.
• Bachelor's degree or higher in Finance, Economics, or related field from accredited university.
• Previous customer service experience.
• Previous client relationship experience.
• Ability to adapt to changes in the market and business.
• Eagerness to learn about finance.
• Passion for client service.
• Motivation to learn about the securities industry, including the basic principles of equity, option, and mutual fund transactions.
• Robust communication, influencing and client engagement skills.
• Desire to be part of a supportive and collaborative team.
• Proven success navigating multiple computer applications.

Responsibilities

• Educate clients about investment strategies, trading tools, market mechanics, and retirement choices.
• Engage with and be an advocate for clients when answering inbound calls, taking ownership, and tackling complex issues to offer the best possible solution.
• Attend the Schwab Service Academy, which provides paid training, study time, and support to obtain Securities Industry Essentials and FINRA Series 7 & 63 licenses.

Skills

Flexibility to work any day, time, or

Previous customer service experience

Previous client relationshipExperience

Ability to adapt to changes in the市场

Eagerness to learn about finance

Passion for client service

Motivation to learn about theSecuritie

Robust communication, influencing and

Desire to be part of a supportive and

Proven success navigating multiple

Education

Bachelor's degree or higher in Finance, Economics, or related field from accredited university

Job description

Charles Schwab is hosting a virtual Hiring Event for a Financial Services Representative role. The program includes paid training and the path to earning SIE and FINRA licenses, with locations across multiple markets and a requirement to live within commutable distance to corporate offices.

New grads, recent grads, and career changers are encouraged to participate. The role emphasizes client education, strong service orientation, and the ability to adapt in a dynamic financial services