Financial Services Rep: Growth, Licensing Path

Charles Schwab Careers; Lincoln (NE); Presencial; USD 53.000 - 60.000; Tempo integral

Benefícios oferecidos por esta vaga

401(k) match

Employee stock purchase plan

Paid vacation

Sabbatical after 5 years

Paid parental leave

Tuition reimbursement

Health, dental, and vision insurance

Resumo da vaga

Charles Schwab Careers in Lincoln, NE is seeking a Financial Services Representative to be the trusted voice on inbound calls, delivering personalized support and proactive guidance. You will participate in Schwab Service Academy training to earn SIE and FINRA licenses, with compensation growth tied to licensing and performance.

The role offers a base salary during training with an annual bonus opportunity, plus shift options including evenings, overnights, and weekends after training.

Qualificações

• Passion for helping clients and delivering positive experiences.
• Ability to convey information clearly and build trust.
• Openness to feedback and a growth mindset.
• Problem solving with confidence and clarity.
• Understanding and responding to client needs with empathy.
• Accuracy and thoroughness in every interaction.
• Teamwork and adaptability to change.
• On-site training 8:00am–4:30pm; after training shifts may be evenings, overnights, and weekends.

Responsabilidades

• Be the trusted voice answering inbound calls with personalized support.
• Guide clients toward their goals through clear, empathetic communication and proactive education.
• Support licensing paths after training, and adapt shifts to business needs.

Conhecimentos

Customer service

Active listening

Clear communication

Empathy

Growth mindset

Formação

Bachelor's degree

Descrição da vaga

Charles Schwab Careers in Lincoln, NE is seeking a Financial Services Representative to be the trusted voice on inbound calls, delivering personalized support and proactive guidance. You will participate in Schwab Service Academy training to earn SIE and FINRA licenses, with compensation growth tied to licensing and performance.

The role offers a base salary during training with an annual bonus opportunity, plus shift options including evenings, overnights, and weekends after training.