Financial Services Rep - Fall Hiring Event (Virtual)

Charles Schwab; Westlake (OH); On-site; USD 32,000 - 42,000; Full time

Benefits offered by this job

401(k) with company match

Paid vacation and sabbatical benefits

Tuition reimbursement

Health, dental, vision insurance

Job summary

Charles Schwab seeks candidates for its Financial Services Representative Fall Hiring Event in the United States. You will learn to educate clients on investment strategies, trading tools, and retirement choices while answering inbound calls and delivering top‑tier service.

The role includes attending the Schwab Service Academy for paid training and study time to attain SIE and FINRA licenses. Successful candidates will bring a growth mindset, willingness to learn, and passion for serving others

Qualifications

• Flexible to work any day, time, or shift to support 24/7 contact center needs.
• Desired familiarity with financial services and client interaction.

Responsibilities

• Educate clients about investment strategies and financial tools during inbound calls.
• Represent Schwab professionally and deliver world‑class service to clients.
• Participate in the Schwab Service Academy and pursue securities licenses (SIE, Series 7 & 63).

Skills

Customer service

Communication

Teamwork

Education

Bachelor’s degree in Finance or Economics

Job description

Charles Schwab seeks candidates for its Financial Services Representative Fall Hiring Event in the United States. You will learn to educate clients on investment strategies, trading tools, and retirement choices while answering inbound calls and delivering top‑tier service.

The role includes attending the Schwab Service Academy for paid training and study time to attain SIE and FINRA licenses. Successful candidates will bring a growth mindset, willingness to learn, and passion for serving others