Financial Services Representative

Charles Schwab; Lincoln (NE); Hybrid; USD 50,000 - 58,000; Full time

Benefits offered by this job

401(k) with company match

Employee stock purchase plan

Paid vacation and volunteering time

Sabbatical after 5 years (eligible)

Parental leave and family benefits

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab is seeking a service-focused professional to educate clients on investment strategies, trading tools, market mechanics, and retirement options.

You will handle inbound calls, take ownership of issues, and work toward FINRA licensing, with paid training via Schwab Service Academy. Evening, overnight, and weekend shifts offer enhanced compensation and remote work possibilities after training.

Qualifications

• Preferred qualifications reflect prior customer service or client relationship experience.
• Bachelor’s degree or higher from an accredited university.
• Ability to adapt to market changes and business needs.
• Passion for serving clients and delivering solutions.
• Willingness to learn securities industry basics and licensing.

Responsibilities

• Educate clients about investment strategies, trading tools, and retirement choices.
• Answer inbound calls, take ownership, and address complex issues to offer the best solutions.
• Serve as an advocate for clients and guide them through processes.
• Engage clients while pursuing the Schwab Service Academy training and licensing.

Skills

Customer service

Client relationships

Communication

Adaptability

Learning mindset

Team player

Education

Bachelor’s degree or higher

Tools

CRM software

Office suite

Trading platforms

Job description

Position Type: Regular
Your opportunity

At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.

Schwab’s service team is at the heart of our firm’s commitment to helping clients own their financial futures. In this exciting role, you’ll learn to educate clients about investment strategies, trading tools, market mechanics, and retirement choices. You’ll engage with, and be an advocate for, clients when answering inbound calls, taking ownership, and tackling complex issues to offer the best possible solution. You’ll also take charge of your own professional journey by attending the Schwab Service Academy, which provides you with the paid training, study time, and support you need to obtain your Securities Industry Essentials and FINRA Series 7 & 63 licenses.

If you are eager to pursue a career in finance, share our passion for serving clients, and are looking for evening, overnight, and weekend shifts – this role is for you.

We offer competitive pay and bonus package that includes:

• Starting compensation of $50,300 during training ($24.18/hr.) plus an annual bonus opportunity of 10% of your base pay and other eligible earnings

• Potential to increase their total compensation to $57,530 within their 1st year upon obtaining the required licensing and achieving performance-based pay increases:

• $52,300 base ($25.14/hr.)

• 10% bonus opportunity depending on individual/corporate performance

• Evening, overnight, and weekend shifts include up to 20% additional compensation, dependent on shift.

What you have

If you’re not a finance expert, that’s okay! People coming from many different experiences have found tremendous success here at Schwab. Successful candidates will have a growth mindset, a willingness to learn, and a passion for serving others.

Requirements:

• Ability to work 8:00am — 4:30 pm Monday through Friday during Schwab’s training program, on-site.

• After training is complete, ability to work assigned shift to accommodate business needs to include evening, overnight, and weekend options.

• Benefits of working evenings, overnight, and weekend shifts include increased compensation and remote work opportunities for qualifying shifts.

• Your Talent Advisor will walk you through the training schedule, available shift groups, and the shift assignment process during the interview.

Example shift groups:

• Weekend Day Shift (Start between 6:30am-9:30am CT, includes 1-2 weekend days): Potential to work remote after training IF working both weekend days are assigned

• Weekday Evening Shift (Start 11am-5pm CT, Monday-Friday): In office

• Weekday Overnight Shift (Start 7:30pm CT, Monday-Thursday): Potential to work fully remote after training

Preferred qualifications

• Previous customer service or client relationship experience

• Bachelor’s degree or higher from an accredited university

• Ability to adapt to changes in the market and business

• Passion for providing service to clients

• Motivation to learn about the securities industry including the basic principles of equity, option, and mutual fund transactions

• Robust communication to include influencing and client engagement skills

• Desire to be part of a supportive and collaborative team

• Demonstrated success navigating multiple computer applications

campus

What’s in it for you

At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

We offer a competitive that takes care of the whole you — both today and in the future:

• 401(k) with company match and Employee stock purchase plan
• Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
• Paid parental leave and family building benefits
• Tuition reimbursement
• Health, dental, and vision insurance