Financial Services Representative

Charles Schwab is committed to helping clients own their financial futures, and they are seeking a Financial Services Representative to educate clients about investment strategies and assist them with their financial needs. This role involves engaging with clients, addressing their inquiries, and participating in a comprehensive training program to obtain necessary licenses.ResponsibilitiesEducate clients about investment strategies, trading tools, market mechanics, and retirement choicesEngage with clients when answering inbound calls, taking ownership, and tackling complex issues to offer the best possible solutionAttend the Schwab Service Academy, which provides paid training, study time, and support to obtain Securities Industry Essentials and FINRA Series 7 & 63 licensesSkillsAbility to work 8:00am – 4:30 pm Monday through Friday during Schwab's training program, on-siteAfter training is complete, the ability to work assigned shift to accommodate business needs to include evening, overnight, and weekend optionsPrevious customer service or client relationship experienceBachelor's degree or higher from an accredited universityAbility to adapt to changes in the market and businessPassion for providing service to clientsMotivation to learn about the securities industry including the basic principles of equity, option, and mutual fund transactionsRobust communication to include influencing and client engagement skillsDesire to be part of a supportive and collaborative teamDemonstrated success navigating multiple computer applicationsBenefits401(k) with company match and Employee stock purchase planPaid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positionsPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insuranceCompany OverviewWe have plans for every turn you take. It was founded in 1973, and is headquartered in San Francisco, California, USA, with a workforce of 10001+ employees. Its website is https://www.schwab.com/.



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