Financial Services Rep: Training & Licensing Path

Charles Schwab; Scottsdale (AZ); On-site; USD 53,000 - 60,000; Full time

Benefits offered by this job

401(k) with company match

Employee stock purchase plan

Paid vacation and volunteering

Sabbatical after 5 years

Paid parental leave

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab in Scottsdale is seeking a Regular position in our Service team. You will learn to educate clients about investment strategies, trading tools, market mechanics, and retirement choices while answering inbound calls and guiding clients to the best solutions.

Through Schwab Service Academy you will receive paid training, study time, and support to obtain Securities Industry Essentials and FINRA Series 7 & 63 licenses. A growth mindset and passion for client service are valued.

Qualifications

• Strong communication and interpersonal skills.
• Ability to learn financial concepts and explain them clearly.
• Comfort with multiple computer applications and systems.
• Client-focused mindset with a service orientation.

Responsibilities

• Educate clients about investment strategies, trading tools, market mechanics, and retirement choices.
• Handle inbound calls, take ownership, and resolve complex issues.
• Support clients through licensing pathways via the Schwab Service Academy.
• Collaborate with team members to deliver high-quality service.

Skills

Communication skills

Client engagement

Learning mindset

Computer literacy

Education

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

Job description

Charles Schwab in Scottsdale is seeking a Regular position in our Service team. You will learn to educate clients about investment strategies, trading tools, market mechanics, and retirement choices while answering inbound calls and guiding clients to the best solutions.

Through Schwab Service Academy you will receive paid training, study time, and support to obtain Securities Industry Essentials and FINRA Series 7 & 63 licenses. A growth mindset and passion for client service are valued.