Financial Services Representative (Lone Tree, CO)

Austincc; Lone Tree, Northern (CO, KY); Hybrid; USD 57,000 - 65,000; Full time

Benefits offered by this job

401(k) with company match

Paid time off

Sabbatical after 5 years

Parental leave

Job summary

Schwab’s service team is at the heart of helping clients own their financial futures. In this role, you’ll educate clients on investment strategies, trading tools, and retirement choices, while answering inbound calls and guiding complex issues to solutions.

You’ll participate in the Schwab Service Academy, gaining paid training and study time to obtain securities licenses, with potential for remote work on select shifts after training.

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 securities including equity, option, and mutual funds.
• 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.

Responsibilities

• Educate clients about investment strategies, trading tools, market mechanics, and retirement choices.
• Answer inbound calls, take ownership, and tackle complex issues to offer solutions.
• Be an advocate for clients and participate in Schwab Service Academy training.
• Support a hybrid work model with on-site training and future remote options where applicable.

Skills

Customer service

Client relationships

Communication skills

Team player

Adaptability

Problem solving

Education

Bachelor’s degree or higher

Tools

Microsoft Office

CRM systems

Job description

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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 offercompetitivepay and bonus package that includes:

• Starting compensation of $56,900 during training ($27.36/hr.) plus an annual bonus opportunity of 10% of your base pay and other eligible earnings
• Potential to increase their total compensation to $64,790 within their 1st year upon obtaining the required licensing and achieving performance-based pay increases:
• $58,900 base ($28.32/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

Ifyou’renot a finance expert,that’sokay! 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, the 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.

Exampleshiftgroups

• WeekdayEveningShift (Start 10am-4pm MT, Monday-Friday):In office
• Weekend Evening/Overnight Shift (Start at 11am MT Sat/Sun/Mon or 6pm MT Friday/Saturday/Sunday): Potential to work fully remote after training

Preferred qualifications

• Previouscustomerserviceor clientrelationship experience
• Bachelor’s degree or higher fromanaccredited university
• Ability to adapt to changes in the market and business
• Passion forprovidingservice 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

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 Hybrid Work and Flexibility 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 benefits package 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