Financial Services Rep: Virtual Fall Hiring Event

Charles Schwab; Fort Worth (TX); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

401(k) with company match

Paid time off

Sabbatical after 5 years

Parental leave

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab invites energetic individuals to join our Financial Services Representative program through a Fall Hiring Event. You will learn to educate clients on investment strategies, trading tools, and retirement choices while engaging with customers via inbound calls and building lasting relationships.

Successful candidates join Schwab Service Academy to earn essential securities licenses and advance in a supportive, collaborative environment focused on client service and growth.

Qualifications

• -flexibility to work any day, time, or shift to accommodate 24/7 contact center needs.

Responsibilities

• Educate clients about investment strategies, trading tools, market mechanics, and retirement choices.
• Engage with and advocate for clients when answering inbound calls, taking ownership, and tackling complex issues.
• Attend Schwab Service Academy to obtain Securities Industry Essentials and FINRA Series 7 & 63 licenses.

Skills

Customer service

Client relationships

Learning mindset

Adaptability

Communication skills

Education

Finance/Economics degree

Job description

Charles Schwab invites energetic individuals to join our Financial Services Representative program through a Fall Hiring Event. You will learn to educate clients on investment strategies, trading tools, and retirement choices while engaging with customers via inbound calls and building lasting relationships.

Successful candidates join Schwab Service Academy to earn essential securities licenses and advance in a supportive, collaborative environment focused on client service and growth.