Apply on Employer Site

Charles Schwab · 6 hours ago

Financial Services Representative

Phoenix, AZ

Full-time

Hybrid

New Grad, Entry Level

$53K/yr - $60K/yr

Charles Schwab is a financial services firm dedicated to helping clients own their financial futures. In this role, you will educate clients about investment strategies and assist them with complex issues while providing exceptional service. You will also participate in the Schwab Service Academy to obtain necessary licenses for your 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 to obtain your Securities Industry Essentials and FINRA Series 7 & 63 licenses

Qualification

Securities Industry EssentialsFINRA Series 7FINRA Series 63Customer service experienceClient relationship experienceBachelor’s degree in FinanceNavigating computer applicationsCommunication 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

Glassdoor3.8

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

Jim McGreevy

Senior Project Manager

Recent News

Benzinga.com

Stock Market Today: Nasdaq, S&P 500 Futures Rise—Salesforce, Hewlett-Packard Enterprise, Charles Schwab In Focus

2025-10-16

FinanceFeeds

Inside Goldman Sachs’ Crypto Currency Plans and Trading Desk

2025-10-04

Morningstar.com

The last thing the stock market wants right now is a government shutdown. Here's why.

2025-09-28

Company data provided by crunchbase