Financial Services Representative

Position Type: Regular
Your Opportunity

Remote Opportunities

Workplace Flexibility Program: We’re proud to support our employees in a working approach that allows you to bring your best self to work whether that s in the office or remote.

Most Schwabbies have the opportunity to voluntarily work in the office or at home based on their preference*
When the firm is ready to fully return to the office, employees will have the flexibility of a hybrid work environment, spending some time working remote and some time in the office.

Employees and managers can discuss and decide what works best for them, with additional flexibility available based on their role, business needs, and individual circumstances.
*Subject to change as Schwab is continually evaluating the current environment in order to best care for the safety and well-being of our employees.

Immediate opportunity to learn and grow within our service teams

Charles Schwab and TD Ameritrade are champions of investors and those who serve them and are looking for additional champions to join the company as a Financial Services Representative. This position will launch your professional path in financial services, where you ll have the opportunity to own your tomorrow and grow a robust and meaningful career with our organization. Schwab and TD Ameritrade provide paid training for your Series 7 and 63 licenses.

Why, you ask, because we believe investing in our associates is essential for investing in our future.

It provides opportunities for associates to move from this role to others that match their aspirations within Schwab and TD Ameritrade, including departments like Sales, Operations, Marketing, Communications, and more.

We are made up of a diverse workforce of skilled professionals so regardless of where you are at in your career, we have a spot for you.

As a Financial Services Representative, you will be an ambassador of Schwab and TD Ameritrade helping to educate and tackle problems for thousands of clients. Your role will take place in a service center taking inbound calls from our clients (individual investors) on a variety of topics. Professionals that embrace their career development and demonstrate success in serving our clients, will have opportunities for promotion and increased compensation.

Always put the client first.

No matter what.

Charles Schwab

What you are good at

Throughout these phone-based conversations you will:
Bring enthusiasm: Work in a high energy contact center environment
Engage clients: Deliver great client service when answering inbound phone calls
Be an advocate for clients: Take ownership and tackle complex and challenging issues to resolve the client s needs.

Introducing clients to Schwab and TD Ameritrade s products and services
Be consultative: Once licensed, recommend appropriate solutions to clients which align to their goals and promote Schwab growth.
Have a defined model of success: Our culture is one where employees feel empowered to own their career with a focus on addressing clients needs, personalizing each interaction, and valuing clients and their time.
What you have
Interest in obtaining FINRA series 7 & 63 licenses:
There is a condition of employment that you will obtain the FINRA Series 7 & 63 licenses
You will be paid to participate in Schwab and TD Ameritrade s training classes and study groups to support your pursuit of these licenses
Motivation to learn about the securities industry, including the basic principles of equity, option and mutual fund transactions
A working knowledge of technology and ability to operate in an environment requiring intermediate digital literacy
A dedication to consistently improve the client experience
Ability to establish trust and rapport with clients over the phone
Robust consulting, influencing and client engagement skills
Desire to work in a collaborative team-based culture
An ownership mentality with a desire to continually develop and learn
Ability to adapt and implement changes as market and business conditions evolve
Why work for us?

Own Your Tomorrow embodies everything we do!

We are committed to helping our employees ignite their potential and achieve their dreams.

Our employees get to play a central role in reinventing a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth.

Benefits: A competitive and flexible package designed to empower you for today and tomorrow.

We offer a competitive and flexible package designed to help you make the most of your life at work and at home today and in the future.

Explore further.

Schwab is committed to building a diverse and inclusive workplace where everyone feels valued.

As an Equal Opportunity Employer, our policy is to provide equal employment opportunities to all employees and applicants without regard to any status that is protected by law.

Please click here to see the policy.

Schwab is an affirmative action employer, focused on advancing women, racial and ethnic minorities, veterans, and individuals with disabilities in the workplace.

If you have a disability and require reasonable accommodations in the application process, contact Human Resources at applicantaccessibility@schwab.com or call 800-275-1281.

TD Ameritrade, a subsidiary of Charles Schwab, is an Equal Opportunity Employer.

At TD Ameritrade we believe People Matter.

We value diversity and believe that it goes beyond all protected classes, thoughts, ideas, and perspectives.