Financial Services Representative: Remote Training Path

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

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.