Charles Schwab · 10 hours ago
Financial Services Representative
Lone Tree, CO
Full-time
Hybrid
New Grad, Entry Level
$57K/yr - $65K/yrCharles Schwab is a financial services firm committed to helping clients own their financial futures. In this role, you will educate clients about investment strategies and market mechanics while advocating for them through inbound calls and resolving complex issues. You'll also receive training to obtain necessary licenses, preparing you for a successful career in finance.
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 for paid training, study time, and support to obtain the Securities Industry Essentials and FINRA Series 7 & 63 licenses
Qualification
Required
Ability to work 8:00am – 4:30 pm Monday through Friday during Schwab's training program, on-site
After training is complete, the ability to work assigned shift to accommodate business needs to include evening, overnight, and weekend options
Preferred
Previous customer service or client relationship experience
Bachelor's degree or higher from an accredited university
Ability to adapt to changes in the market and business
Passion for providing service to clients
Motivation to learn about the securities industry including the basic principles of equity, option, and mutual fund transactions
Robust communication to include influencing and client engagement skills
Desire to be part of a supportive and collaborative team
Demonstrated 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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