Financial Services Specialist: Licensing Path

Austin Community College; Westlake (OH); Hybrid; USD 54,100 - 61,710; Full time

Benefits offered by this job

401(k) with company match

Paid time for vacation

Paid parental leave

Job summary

A leading financial services firm in Westlake, Ohio is seeking a Financial Services Representative to educate clients on investment strategies and provide exceptional service. The role offers paid training through the Schwab Service Academy, where employees will obtain necessary licenses. The position provides a hybrid work opportunity and a competitive salary starting at $54,100, with potential total earnings exceeding $61,000 based on performance and licensing achievements.

Qualifications

• Strong desire to learn about finance and the securities industry.
• Adaptability to changes in the market and business.

Responsibilities

• Educate clients about investment strategies and trading tools.
• Engage with clients and solve complex issues.
• Attend the Schwab Service Academy for training.

Skills

Ability to work full time on-site

Client relationship experience

Robust communication skills

Willingness to learn

Passion for service to clients

Education

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

Job description

A leading financial services firm in Westlake, Ohio is seeking a Financial Services Representative to educate clients on investment strategies and provide exceptional service. The role offers paid training through the Schwab Service Academy, where employees will obtain necessary licenses. The position provides a hybrid work opportunity and a competitive salary starting at $54,100, with potential total earnings exceeding $61,000 based on performance and licensing achievements.