Financial Services Representative

Charles Schwab Corporation; Orlando (FL); On-site; USD 54,000 - 62,000; Full time

Job summary

Charles Schwab Corporation in Orlando, FL seeks a Financial Services Representative to be the trusted voice for inbound calls, guiding clients toward their goals and delivering personalized support during the training period. Through Schwab Service Academy, you'll gain the knowledge and confidence to earn the SIE and FINRA Series 7 & 63 licenses, opening doors to a meaningful career in financial services.

The role offers starting pay of $54,100 during training ($26.01/hr.) with a 10% annual

Qualifications

• 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.
• Availability to work 8:00am – 4:30 pm Monday through Friday during Schwab's training program, on-site.

Responsibilities

• Answer inbound calls and provide personalized support to clients.
• Listen actively and take ownership of issues to ensure resolution.
• Educate clients and deliver thoughtful solutions in every interaction.
• Contribute to delivering exceptional customer experiences.
• Pursue licensing steps (SIE, FINRA Series 7 & 63) during training and apply learning on the job.

Skills

Customer service

Communication

Growth mindset

Problem solving

Empathy

Attention to detail

Teamwork

Schedule flexibility

Education

Bachelor's degree

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 $54,100 during training ($26.01/hr.) plus anannual bonus opportunity of 10% of your base pay and other eligible earnings
• Potential to increase their total compensation to $61,710within their 1st year upon obtaining the required licensing and achieving performance-based pay increases:
  • $56,100 base($26.98/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 – 4:30 pmMonday 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.

  Example shift groups:

  • Weekend Day Shift (Startbetween7:30am-10:30amET, includes 1-2 weekend days):Potential to workremoteafter trainingIFworking both weekend daysare assigned
  • WeekdayEveningShift (Start 12pm-6pmET, Monday-Friday):In office
  • Weekend Evening/Overnight Shift (Start at 1pmET Sat/Sun/Mon or 8pmET 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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