Financial Services Rep — Virtual Fall Hiring Event

Charles Schwab; Scottsdale (AZ); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

401(k) with company match

Employee stock purchase plan

Vacation & sabbatical program

Parental leave & family benefits

Tuition reimbursement

Health, dental, vision insurance

Job summary

Charles Schwab is hosting a Financial Services Representative Fall Hiring Event for new grads and career changers. Learn about the role, meet Schwabbies, and be invited to interview with Talent Advisors during the virtual information session.

You'll educate clients on investments and retirement options, handle inbound calls, and own complex issues while pursuing required licenses through Schwab Service Academy. All applicants meeting minimum requirements may advance to interviews.

Qualifications

• Flexibility to work any day, time, or shift to accommodate 24/7 contact center needs
• Proven interest in finance and learning about securities

Responsibilities

• Educate clients about investment strategies, trading tools, market mechanics, and retirement choices.
• Interact with clients via inbound calls, take ownership of issues, and deliver thoughtful solutions.
• Participate in Schwab Service Academy for paid training, study time, and support to obtain Securities Industry Essentials and FINRA licenses.

Skills

Customer service

Client engagement

Adaptability

Communication

Education

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

Tools

Multiple computer applications

Job description

Charles Schwab is hosting a Financial Services Representative Fall Hiring Event for new grads and career changers. Learn about the role, meet Schwabbies, and be invited to interview with Talent Advisors during the virtual information session.

You'll educate clients on investments and retirement options, handle inbound calls, and own complex issues while pursuing required licenses through Schwab Service Academy. All applicants meeting minimum requirements may advance to interviews.