Financial Services Rep — Fall Hiring Event (Virtual)

Charles Schwab; Orlando (FL); On-site; USD 38,000 - 52,000; Full time

Benefits offered by this job

401(k) with company match

Employee stock purchase plan

Paid time for vacation

Sabbatical after 5 years

Paid parental leave

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab seeks candidates for its Financial Services Representative Fall Hiring Event. You will learn to educate clients about investment strategies, trading tools, market mechanics, and retirement choices while handling inbound calls with a client-focused mindset.

Successful candidates may attend the Schwab Service Academy with paid training, study time, and support to obtain Securities Industry Essentials and FINRA Series 7 & 63 licenses.

Qualifications

• Flexibility to work any day, time, or shift to accommodate 24/7 contact center needs.
• Willingness to learn about finance and investment topics.
• Strong communication and client engagement abilities.

Responsibilities

• Educate clients about investment strategies, trading tools, market mechanics, and retirement options.
• Answer inbound calls, take ownership, and tackle complex issues to offer solutions.
• Participate in Schwab Service Academy for paid training and licensing.

Skills

Customer service

Communication skills

Education

Bachelor’s degree or higher in Finance, Economics, or related field

Job description

Charles Schwab seeks candidates for its Financial Services Representative Fall Hiring Event. You will learn to educate clients about investment strategies, trading tools, market mechanics, and retirement choices while handling inbound calls with a client-focused mindset.

Successful candidates may attend the Schwab Service Academy with paid training, study time, and support to obtain Securities Industry Essentials and FINRA Series 7 & 63 licenses.