Financial Services Rep: Remote Support & Growth Path

Charles Schwab Careers; Greenwood (IN); On-site; USD 53,000 - 62,000; Full time

Benefits offered by this job

401(k) with company match

Employee stock purchase plan

Paid vacation, volunteering, and 28‑do

Sabbatical after 5 years of service

Job summary

Charles Schwab is hiring a Financial Services Representative to answer inbound calls and provide personalized support while guiding clients toward their financial goals. You will engage with customers through empathetic communication and proactive education, supporting training and licensing to advance your career in financial services.

This role offers potential for shift-based earnings and growth within Schwab.

Qualifications

• Passion for helping clients and ensuring positive experiences.
• Ability to convey information clearly and build trust.
• Openness to feedback and growth mindset.
• Problem-solving with confidence and clarity.

Responsibilities

• Answer inbound calls and guide clients toward their goals.
• Deliver personalized support with empathetic communication.
• Assist clients through training and licensing steps (SIE and FINRA).
• Adapt to shifts, maintain accuracy and thoroughness in every interaction.

Skills

Customer service

Communication skills

Growth mindset

Team collaboration

Education

Bachelor’s degree or higher

Job description

Charles Schwab is hiring a Financial Services Representative to answer inbound calls and provide personalized support while guiding clients toward their financial goals. You will engage with customers through empathetic communication and proactive education, supporting training and licensing to advance your career in financial services.

This role offers potential for shift-based earnings and growth within Schwab.