Financial Services Representative

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

Benefits offered by this job

Bonus potential

Remote work options

Training program

Job summary

Charles Schwab Corporation in Omaha is seeking a Financial Services Representative to be the trusted voice on the line, answering inbound calls and delivering personalized support.

You’ll train in the Schwab Service Academy to gain SIE and FINRA Series 7 & 63 licenses, enabling a path to a meaningful career in financial services. Starting compensation during training is 52,900 with performance-based bonuses and potential increases within the first year.

Qualifications

• Strong commitment to helping clients and delivering positive experiences.
• Willingness to learn and grow in a financial services environment.

Responsibilities

• Answer inbound calls and deliver personalized support to clients.
• Communicate clearly and empathetically to guide clients toward their goals.
• Assist clients in understanding options and building trust.
• Participate in Schwab Service Academy training and licensing pathways.

Skills

Active listening

Clear communication

Empathy

Problem solving

Team player

Adaptability

Education

Bachelor’s degree or higher

Job description

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.

Bring your passion for helping people and your drive to make a difference. Our service team plays a vital role in guiding clients toward their goals and delivering experiences that truly matter. You don’t need a finance background;whatsets you apart is your commitment to serving others and your eagerness to learn and grow.

As a Financial Services Representative, you’ll be the trusted voice on the other end of the line. Answering inbound calls, listening actively, and taking ownershiptodeliver personalized support. Each interaction is an opportunity to create an exceptional experience through clear, empathetic communication, proactive education, and thoughtful solutions.

We’ll support your growth from day one. Through paid training in the Schwab Service Academy, you’ll gain the knowledge and confidence to earn your Securities Industry Essentials (SIE) and FINRA Series 7 & 63 licenses, opening doors to a meaningful career in financial services.

If you’re ready to make an impact and build afutureyou’re proud of, this is where your journey begins.

We offercompetitivepay and bonus package that includes:

• Starting compensation of$52,900.00during training ($25.44/hr.) plus anannual bonus opportunity of 10% of your base pay and other eligible earnings
• Potential to increase their total compensation to $60,390.00within their 1st year upon obtaining the required licensing and achieving performance-based pay increases:
  • $54,900.00 base($26.40/hr.)
  • 10% bonus opportunity depending on individual/corporate performance
  • Evening, overnight, and weekend shifts include up to 20%additionalcompensation, dependent on shift.

What you have

We believe great service starts with the right mindset and skills. Successful candidates demonstrate:

Requirements:

• A 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.
• Working as part of a supportive team and adapting to change.
• Ability to work8:00am – 4:30pmMonday through Fridayduring Schwab's training program, on-site.
  • After training is complete,theabilityto workassignedshiftto accommodate business needs to includeevening, overnight,and weekend options.
  • Benefits of workingevenings,overnight, and weekendshiftsincludeincreased compensationandremote workopportunitiesfor qualifying shifts.
  • Your Talent Advisor will walk you through the training schedule, available shift groups, and the shift assignment process during the interview.
• Exampleshiftgroups:
  • Weekend Day Shift (Startbetween6:30am-9:30am CT, includes 1-2 weekend days):Potential to workremoteafter trainingIFworking both weekend daysare assigned
  • WeekdayEveningShift (Start 11am-5pm CT, Monday-Friday):In office
  • Weekday Overnight Shift (Start 7:30pm CT, Monday-Thursday):Potential towork fullyremoteafter training
  • Weekend Evening/Overnight Shift (Start at 12pm CT Sat/Sun/Mon or 7pm CT Friday/Saturday/Sunday):Potential to work fully remoteafter training

Preferred qualifications:

• Previous customer service or client relationship experience.
• Bachelor’s degree or higher.

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