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Charles Schwab · 11 hours ago

Financial Services Representative

Phoenix, AZ

Full-time

Hybrid

New Grad, Entry Level

$53K/yr - $60K/yr

Charles Schwab is committed to transforming the finance industry and empowering individuals to make an impact on their careers. In this role, you will educate clients about investment strategies and market mechanics while advocating for them through complex issues. You will also participate in the Schwab Service Academy to obtain necessary licenses while contributing to a team-oriented environment.

Financial Services

Responsibilities

Educate clients about investment strategies, trading tools, market mechanics, and retirement choices

Engage with clients when answering inbound calls and tackle complex issues to offer solutions

Attend the Schwab Service Academy for paid training and support to obtain Securities Industry Essentials and FINRA Series 7 & 63 licenses

Qualification

Securities Industry EssentialsFINRA Series 7 & 63 licensesBachelor’s degree in FinanceCustomer service experienceClient engagement skillsCommunication skillsAdaptabilityTeam collaborationMotivation to learn

Required

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

Preferred

Previous customer service experience

Previous client relationship experience

Bachelor's degree or higher in Finance, Economics, or related field from accredited university

Ability to adapt to changes in the market and business

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

Robust communication, influencing and client engagement skills

Desire to be part of a supportive and collaborative team

Shown success navigating multiple computer applications

Benefits

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

Company

Charles Schwab

We have plans for every turn you take.

Founded in 1973

San Francisco, California, USA

10001+ employees

https://www.schwab.com/

Funding

Current Stage

Late Stage

Leadership Team

J

Jim McGreevy

Senior Project Manager

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