Financial Services Rep — Training & Career Growth

Charles Schwab Careers; Blair (NE); On-site; USD 53,000 - 60,000; Full time

Benefits offered by this job

401(k) with company match

Paid time for vacation, volunteering,

sabbatical after every 5 years of serv

Paid parental leave and family buildin

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab in Blair, NE is hiring a Financial Services Representative to be the trusted voice on inbound calls, guiding clients toward their goals with clear, empathetic support.

You'll participate in a paid training program, earn SIE and FINRA Series 7 & 63 licenses, and have the opportunity for bonus pay. Training is on-site, with later shifts including evenings, overnights, and weekends where eligible.

Qualifications

• Passion for helping clients and ensuring 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.
• Willingness to work as part of a supportive team and adapt to change.
• Willingness to work 8:00am - 4:30pm Monday through Friday on-site during training.

Responsibilities

• Answer inbound calls and deliver personalized support.
• Provide clear, empathetic guidance to clients.
• Complete required training to obtain SIE and FINRA licenses.
• Support clients in achieving their financial goals.

Skills

Customer service oriented

Communication skills

Growth mindset

Problem solving

Empathy

Attention to detail

Teamwork

Adaptability

Education

Bachelor's degree or higher

Job description

Charles Schwab in Blair, NE is hiring a Financial Services Representative to be the trusted voice on inbound calls, guiding clients toward their goals with clear, empathetic support.

You'll participate in a paid training program, earn SIE and FINRA Series 7 & 63 licenses, and have the opportunity for bonus pay. Training is on-site, with later shifts including evenings, overnights, and weekends where eligible.