Financial Services Representative

7 days ago


Fairfield Heights, United States Charles Schwab Full time

Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.



Schwab’s service team is at the heart of our firm’s commitment to helping clients own their financial futures. In this role, you’ll learn to educate clients about investment strategies, trading tools, market mechanics, and retirement choices. You’ll also take charge of your own professional journey by attending the Schwab Service Academy (SSA), which provides you with the paid training, study time, and support you need to obtain your Securities Industry Essentials and FINRA Series 7 & 63 licenses. If you are eager to pursue a career in finance, enjoy working in a team setting, and share our passion for serving clients - this role is for you.

00 during training (increases depending on related experience), plus an annual bonus opportunity of 10% of your base pay and other eligible earnings. 04 base, plus 10% bonus opportunity depending on individual/corporate performance) within their 1st year upon obtaining the required Licensing and achieving performance-based pay increases.



If you’re not a finance expert, that’s okay At Charles Schwab, we strive to make a difference in people's lives through our innovative solutions and world-class service.



Ability to work full time on-site during Schwab's training program (SSA), followed by a hybrid work schedule.
Ability to work various shifts to serve our clients 24/7, including overnight and weekend availability.



Previous customer service experience
Bachelor’s degree or higher in Finance, Economics, or related field from accredited university
Eagerness to learn about finance
Passion for service to clients Motivation to learn about the securities industry, including the basic principles of equity, option, and mutual fund transactions
Shown success navigating multiple computer applications




Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. 401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 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



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