Financial Services Pro: Client Advocate & Training

Charles Schwab; Fishers (IN); On-site; USD 40,000 - 55,000; Full time

Benefits offered by this job

401(k) matching

Employee stock purchase plan

Paid vacation

Sabbatical after 5 years

Parental leave

Tuition reimbursement

Health, dental, vision insurance

Job summary

Charles Schwab invites applications for a Financial Services Representative role, with opportunities to learn investment strategies and trading tools while assisting clients via inbound calls. The position supports a path to FINRA licenses and Securities Industry Essentials through the Schwab Service Academy.

Eligible candidates must be able to work flexible hours across multiple locations; the role emphasizes client service, teamwork, and strong communication as part of a supportive career

Qualifications

• Flexibility to work any day, time, or shift to meet 24/7 contact center needs.
• Bachelor's degree or higher in Finance, Economics, or related field.
• Willingness to learn and obtain securities licenses.

Responsibilities

• Educate clients about investment strategies and retirement options.
• Answer inbound calls, advocate for clients, and guide them to solutions.
• Participate in Schwab Service Academy to obtain licenses.

Skills

Flexibility to work any day/time/shift

Education

Bachelor's degree in Finance/Economics or related field

Job description

Charles Schwab invites applications for a Financial Services Representative role, with opportunities to learn investment strategies and trading tools while assisting clients via inbound calls. The position supports a path to FINRA licenses and Securities Industry Essentials through the Schwab Service Academy.

Eligible candidates must be able to work flexible hours across multiple locations; the role emphasizes client service, teamwork, and strong communication as part of a supportive career