Launch Your Finance Career: Virtual Hiring Event

Charles Schwab; Phoenix (AZ); On-site; USD 42,000 - 54,000; Full time

Benefits offered by this job

401(k) with company match

Paid time off

Parental leave and family benefits

Tuition reimbursement

Health, dental, and vision insurance

Sabbatical after 5 years

Job summary

Charles Schwab is hosting a Financial Services Representative Fall Hiring Event for new grads and career changers. Attendees will learn about the role, speak with Talent Advisors, and may be invited to a virtual interview.

The event is based in several commutable locations to Schwab offices, including Phoenix, AZ. In this role you will educate clients on investment concepts, assist with inbound calls, and pursue licenses through Schwab Service Academy.

Qualifications

• Flexibility to work any day, time, or shift to accommodate 24/7 contact center needs.
• Strong customer service mindset and client focus.
• Willingness to learn about finance and investment concepts.

Responsibilities

• Educate clients about investment strategies, trading tools, and retirement options.
• Answer inbound calls and take ownership to resolve complex issues for clients.
• Attend Schwab Service Academy to obtain required securities licenses.

Skills

Customer service

Communication

Adaptability

Education

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

Job description

Charles Schwab is hosting a Financial Services Representative Fall Hiring Event for new grads and career changers. Attendees will learn about the role, speak with Talent Advisors, and may be invited to a virtual interview.

The event is based in several commutable locations to Schwab offices, including Phoenix, AZ. In this role you will educate clients on investment concepts, assist with inbound calls, and pursue licenses through Schwab Service Academy.