Client Financial Rep

Job Description

Position Type : Regular

Your opportunity

At Schwab, you’re empowered to make an impact on your career.  Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.

Schwab’s service team is at the heart of our firm’s commitment to helping clients own their financial futures. In this exciting role, you’ll learn to educate clients about investment strategies, trading tools, market mechanics, and retirement choices. You’ll engage with, and be an advocate for, clients when answering inbound calls, taking ownership, and tackling complex issues to offer the best possible solution. You’ll also take charge of your own professional journey by attending the Schwab Service Academy, which provides you with the paid training, study time, and support you need to obtain your Securities Industry Essentials and FINRA Series 7 & 63 licenses.

If you are eager to pursue a career in finance, share our passion for serving clients, and are looking for evening, overnight, and weekend shifts - this role is for you.

We offer competitive pay and bonus package that includes :

• Starting compensation of $50,300 during training ($24.18 / hr.) plus an annual bonus opportunity of 10% of your base pay and other eligible earnings
• Potential to increase their total compensation to $57,530 within their 1st year upon obtaining the required licensing and achieving performance-based pay increases :
• $52,300 base ($25.14 / hr.)
• 10% bonus opportunity depending on individual / corporate performance
• Evening, overnight, and weekend shifts include up to 20% additional compensation, dependent on shift.

What you have

If you’re not a finance expert, that’s okay! People coming from many different experiences have found tremendous success here at Schwab. Successful candidates will have a growth mindset, a willingness to learn, and a passion for serving others.

Requirements :

Example shift groups :

Preferred qualifications

#campus

What’s in it for you

At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

We offer a competitive benefits package that takes care of the whole you – both today and in the future :