Financial Services Representative

Charles Schwab; Phoenix (AZ); Hybrid; USD 53,000 - 60,000; Full time

Benefits offered by this job

401(k) match

Employee stock purchase plan

Vacation time

Sabbatical after 5 years

Parental leave

Tuition reimbursement

Health insurance

Job summary

Charles Schwab is seeking candidates for a training-focused role in Phoenix to help clients with investment strategies and trading tools. You will learn to answer inbound calls, own issues, and pursue required licenses through the Schwab Service Academy.

Starting compensation begins at $52,800 during training, with a 10% annual bonus opportunity and potential to reach about $60,280 in the first year after licensing and performance-based increases.

Qualifications

• Experience in customer service or call-center roles.
• Ability to build client relationships and resolve issues.
• Strong communication and problem-solving abilities.

Responsibilities

• Answer inbound calls and provide solutions to clients.
• Educate clients on investment strategies and tools.
• Attend Schwab Service Academy and pursue licenses as required.

Skills

Customer service

Client relationship management

Communication skills

Problem solving

Education

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

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, enjoy working in a team setting, and share our passion for serving clients – this role is for you.

We offer a competitive pay and bonus package. Starting compensation for this location begins at $52,800 during training , plus an annual bonus opportunity of 10% of your base pay and other eligible earnings. Employees have the potential to increase their total compensation to $60,280 ($54,800 base, plus 10% bonus opportunity depending on individual/corporate performance) within their 1st year upon obtaining the required Licensing and achieving performance-based pay increases.
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. At Charles Schwab, we strive to make a difference in people’s lives through our innovative solutions and world-class service.

Required qualifications

• Ability to work full time on-site during Schwab’s training program (SSA), followed by a hybrid work schedule.
• Ability to work various shifts to serve our clients 24/7, including overnight and weekend availability.

Preferred qualifications

• Previous customer service experience
• Previous client relationship experience
• Bachelor’s degree or higher in Finance, Economics, or related field from accredited university
• Ability to adapt to changes in the market and business
• Eagerness to learn about finance
• Passion for service to clients
• Motivation to learn about the securities industry, including the basic principles of equity, option, and mutual fund transactions
• Robust communication, influencing and client engagement skills
• Desire to be part of a supportive and collaborative team
• Shown success navigating multiple computer applications

campus

What’s in it for you

At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. 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