Financial Services Representative | Boulder, CO, USA

Charles Schwab; Boulder (CO); Hybrid; USD 55,000 - 64,000; Full time

Job summary

A leading financial services firm is seeking motivated individuals to join their service team. This role offers comprehensive training and the opportunity to obtain essential licenses while advocating for clients and solving complex issues. The supportive culture emphasizes personal and professional growth, balancing flexibility with in-person collaboration.

Benefits

401(k) with company match

Employee stock purchase plan

Paid time for vacation

28-day sabbatical after 5 years

Paid parental leave

Tuition reimbursement

Health insurance

Dental insurance

Vision insurance

Qualifications

• Ability to work full-time on-site during training, followed by hybrid schedule.
• Ability to work various shifts, including overnight and weekends.

Responsibilities

• Educate clients about investment strategies, trading tools, and retirement choices.
• Engage with clients, answering inbound calls and tackling complex issues.

Skills

Client Advocacy

Problem Solving

Teamwork

Education

Securities Industry Essentials

FINRA Series 7

FINRA Series 63

Job description

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 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 (SSA), 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 $55,500 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 $63,250 ($57,500 base, plus 10% bonus opportunity depending on individual/corporate performance) within their first year upon obtaining the required licensing and achieving performance-based pay increases.

Position Type: Regular

What you have

• 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.

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.

• 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