Financial Services Specialist - Entry Level

Charles Schwab Careers; Fremont (NE); Hybrid; USD 53,000 - 60,000; Full time

Benefits offered by this job

401(k) with company match

Employee stock purchase plan

Paid time off

Paid parental leave and familyBuilding

Tuition reimbursement

Health, dental, and vision insurance

28-day sabbatical after every 5 years

Job summary

Charles Schwab Careers in Fremont, NE is seeking a Financial Services Representative to handle inbound calls, listen actively, and deliver personalized guidance to clients pursuing their goals. Training through Schwab Service Academy will prepare you to earn SIE and FINRA licenses, enabling growth and a path to higher compensation.

Starting pay during training is $52,900 with a 10% annual bonus; first-year total can reach $60,390 when licensed and performing well.

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

Responsibilities

• Answer inbound calls and deliver personalized support.
• Guide clients toward their goals and financial education.
• Earn SIE and FINRA Series 7 & 63 licenses through paid training.
• Support clients with thoughtful solutions and proactive education.

Skills

Client service

Clear communication

Growth mindset

Problem solving

Empathy

Attention to detail

Team player

On-site training

Education

Bachelor's degree or higher

Job description

Charles Schwab Careers in Fremont, NE is seeking a Financial Services Representative to handle inbound calls, listen actively, and deliver personalized guidance to clients pursuing their goals. Training through Schwab Service Academy will prepare you to earn SIE and FINRA licenses, enabling growth and a path to higher compensation.

Starting pay during training is $52,900 with a 10% annual bonus; first-year total can reach $60,390 when licensed and performing well.