Client Financial Rep
charles schwabSorrento, FL
$54,100
APPLY (opens in a new tab)Client Financial Rep
charles schwabSorrento, FLJunior L3
$54,100
Customer Service RepresentativesSecurities, Commodities, and Financial Services Sales AgentsPersonal Financial Advisors
Portfolio Management and Investment AdviceCommercial BankingMiscellaneous Financial Investment Activities
APPLY NOW (opens in a new tab)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. Bring your passion for helping people and your drive to make a difference. Our service team plays a vital role in guiding clients toward their goals and delivering experiences that truly matter. You don't need a finance background; whatsets you apart is your commitment to serving others and your eagerness to learn and grow. As a Financial Services Representative, you'll be the trusted voice on the other end of the line. Answering inbound calls, listening actively, and taking ownershiptodeliver personalized support. Each interaction is an opportunity to create an exceptional experience through clear, empathetic communication, proactive education, and thoughtful solutions. We'll support your growth from day one. Through paid training in the Schwab Service Academy, you'll gain the knowledge and confidence to earn your Securities Industry Essentials (SIE) and FINRA Series 7 & 63 licenses, opening doors to a meaningful career in financial services. If you're ready to make an impact and build afutureyou're proud of, this is where your journey begins We offercompetitivepay and bonus package that includes: Starting compensation of $54,100 during training ($26.01/hr.) plus anannual bonus opportunity of 10% of your base pay and other eligible earnings Potential to increase their total compensation to $61,710within their 1st year upon obtaining the required licensing and achieving performance-based pay increases: $56,100 base($26.98/hr.)10% bonus opportunity depending on individual/corporate performance Evening, overnight, and weekend shifts include up to 20%additionalcompensation, dependent on shift. What you have We believe great service starts with the right mindset and skills. Successful candidates demonstrate:
Requirements:
A passion for helping clients and ensuring positive experiences.
Ability to convey information clearly and build trust.
Openness to feedback and a growth mindset.
Problem-solving with confidence and clarity.
Understanding and responding to client needs with empathy.
Accuracy and thoroughness in every interaction.
Working as part of a supportive team and adapting to change.
Ability to work8:00am – 4:30 pmMonday through Fridayduring Schwab's training program, on-site. After training is complete, theabilityto workassignedshiftto accommodate business needs to includeevening, overnight, and weekend options. Benefits of workingevenings, overnight, and weekendshiftsincludeincreased compensationandremote workopportunitiesfor qualifying shifts. Your Talent Advisor will walk you through the training schedule, available shift groups, and the shift assignment process during the interview. Exampleshiftgroups:
Weekend Day Shift (Startbetween7:30am-10:30amET, includes 1-2 weekend days):Potential to workremoteafter trainingIFworking both weekend daysare assigned
WeekdayEveningShift (Start 12pm-6pmET, Monday-Friday):In office
Weekend Evening/Overnight Shift (Start at 1pmET Sat/Sun/Mon or 8pmET Friday/Saturday/Sunday):Potential to work fully remoteafter training
Preferred qualifications:
- Previous customer service or client relationship experience.
- Bachelor's degree or higher
- CampusWhat'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: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
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Level
Junior L3
Salary
$54,100
Location
Sorrento, FL
Occupation
Customer Service Representatives
Industry
Portfolio Management and Investment Advice
Posted
today