Financial Representative

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.

This exciting opportunity is part of our Schwab Service team, which is at the heart of our firm's commitment to helping clients own their financial futures. As a Financial Representative, you'll learn to educate clients about investment strategies, trading tools, market mechanics, and retirement choices.

• Engage with clients and be an advocate for them when answering inbound calls, taking ownership, and tackling complex issues to offer the best possible solution.
• Take charge of your own professional journey by attending the Schwab Service Academy, 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.
• Work collaboratively with a supportive and collaborative team to deliver exceptional client service.

We offer a competitive pay and bonus package, including a starting compensation of $49,192 during training plus an annual bonus opportunity of 10% of your base pay and other eligible earnings. Employees have the potential to increase their total compensation to $57,300 (52,100 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.

• A growth mindset, a willingness to learn, and a passion for serving others.
• Flexibility to work any day, time, or shift to accommodate 24/7 contact center needs.
• Previous customer service experience or client relationship experience.
• A bachelor's degree or higher in Finance, Economics, or a related field from an accredited university.

At Charles Schwab, we strive to make a difference in people's lives through our innovative solutions and world-class service. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

We offer a competitive benefits package that takes care of the whole you – both today and in the future:

• 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.