Launch Your Financial Career: Fall Virtual Hiring Event

Charles Schwab; McKinney (TX); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

401(k) with company match

Employee stock purchase plan

Paid vacation & volunteering time

Sabbatical after 5 years

Paid parental leave & family benefits

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab is hosting a Fall Hiring Event for Financial Services Representatives. The role focuses on educating clients about investments, trading tools, and retirement options, handling inbound calls, and owning client issues with a service-first mindset.

Successful candidates will join the Schwab Service Academy to obtain SIE and FINRA Series licenses, with a growth-focused environment and a commitment to client service. Localized to multiple commutable U.S. office locations.

Qualifications

• Flexibility to work any day, time, or shift to accommodate 24/7 contact center needs.

Responsibilities

• Educate clients about investment strategies and retirement options.
• Answer inbound calls and take ownership of complex issues to offer the best solution.
• Participate in Schwab Service Academy to obtain licenses (SIE, FINRA Series 7 & 63).
• Collaborate with a supportive, collaborative team to serve clients.

Skills

Customer service

Client relationship

Communication

Adaptability

Learning mindset

Multi-application proficiency

Education

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

Tools

CRM software

Job description

Charles Schwab is hosting a Fall Hiring Event for Financial Services Representatives. The role focuses on educating clients about investments, trading tools, and retirement options, handling inbound calls, and owning client issues with a service-first mindset.

Successful candidates will join the Schwab Service Academy to obtain SIE and FINRA Series licenses, with a growth-focused environment and a commitment to client service. Localized to multiple commutable U.S. office locations.