Financial Services Representative

5 days ago


Indianapolis, Indiana, United States Charles Schwab Full time
Empower Your Career

At Charles Schwab, we're committed to empowering our employees' personal and professional success. 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.

We're seeking a talented Financial Services Representative to join our team. As a key member of our service team, you'll provide financial guidance to clients while forming lasting relationships built on trust, respect, and reaching a common goal.

Key Responsibilities:

  • Engage with clients and provide financial guidance
  • Form lasting relationships with clients
  • Take ownership of complex issues and offer solutions
  • Work collaboratively with a supportive team

What We Offer:

  • Competitive pay and bonus package
  • 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

Requirements:

  • Active FINRA Series 7 & 63 Licenses
  • Flexibility to work any day, time, or shift to accommodate 24/7 contact center needs
  • 1+ years of customer service experience
  • 1+ years of client relationship experience
  • Bachelor's degree or higher in Finance, Economics, or related field from accredited university


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