Charles Schwab · 14 hours ago
Financial Services Representative
Austin, TX
Full-time
Hybrid
New Grad, Entry Level
$54K/yr - $62K/yrCharles Schwab is committed to transforming the finance industry by empowering its employees to make an impact. The Financial Services Representative role involves educating clients about investment strategies and providing solutions to complex issues while advocating for clients during inbound calls.
Financial Services
Responsibilities
Educate clients about investment strategies, trading tools, market mechanics, and retirement choices
Engage with clients when answering inbound calls, taking ownership, and tackling complex issues to offer the best possible solution
Attend the Schwab Service Academy (SSA) for paid training and support to obtain necessary licenses
Qualification
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
10001+ employees
Funding
Current Stage
Late StageLeadership Team
J
Jim McGreevy
Senior Project Manager
Recent News
2025-10-04
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