Financial Services Representative

About the role

As a Financial Services Representative, you’ll be the trusted voice on the other end of the line. Answering inbound calls, listening actively, and taking ownership to deliver personalized support. Each interaction is an opportunity to create an exceptional experience through clear, empathetic communication, proactive education, and thoughtful solutions.

Through paid training in the Schwab Service Academy, you’ll gain the knowledge and confidence to earn your Securities Industry Essentials (SIE) and FINRA Series 7 & 63 licenses, opening doors to a meaningful career in financial services.

Responsibilities

• Answer inbound calls and provide personalized support to clients.
• Deliver exceptional experiences through clear, empathetic communication.
• Proactively educate clients and offer thoughtful solutions.
• Take ownership of client interactions to ensure positive outcomes.

Requirements

• 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.
• Ability to work as part of a supportive team and adapt to change.
• Ability to work 8:00am – 4:30pm Monday through Friday during Schwab's training program, on-site.
• After training, ability to work assigned shifts including evenings, overnights, and weekends to accommodate business needs.

Preferred Qualifications

• Previous customer service or client relationship experience.
• Bachelor’s degree or higher.

Pay

Starting compensation of $54,100 during training ($26.01/hr.) plus an annual bonus opportunity of 10% of your base pay and other eligible earnings. Potential to increase total compensation to $61,700 within the first year upon obtaining required licensing and achieving performance-based pay increases:

• $56,100 base ($26.98/hr.)
• 10% bonus opportunity depending on individual and corporate performance.

Evening, overnight, and weekend shifts include up to 20% additional compensation, dependent on shift.

Schedule

During Schwab's training program, you will work 8:00am – 4:30pm Monday through Friday, on-site. After training, shifts may include:

• Weekend Day Shift (Start between 6:30am-9:30am CT, includes 1-2 weekend days): Potential to work remote after training if working both weekend days are assigned.
• Weekday Evening Shift (Start 11am-5pm CT, Monday-Friday): In office.
• Weekday Overnight Shift (Start 7:30pm CT, Monday-Thursday): Potential to work fully remote after training.
• Weekend Evening/Overnight Shift (Start at 12pm CT Sat/Sun/Mon or 7pm CT Friday/Saturday/Sunday): Potential to work fully remote after training.

Benefits

• 401(k) with company match and Employee Stock Purchase Plan.
• Paid time for vacation, volunteering, and a 28-day sabbatical after every 5 years of service for eligible positions.
• Paid parental leave and family building benefits.
• Tuition reimbursement.
• Health, dental, and vision insurance.