Financial Services Representative at Charles Schwab in Westlake, TX

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; what sets 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 ownership to deliver 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 a future you’re proud of, this is where your journey begins. 

We offer competitive pay and bonus package that includes:  

• Starting compensation of $54,100 during training ($26.01/hr.) plus an annual bonus opportunity of 10% of your base pay and other eligible earnings
• Potential to increase their total compensation to $61,700 within 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% additional compensation, 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 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.

• Benefits of working evenings, overnight, and weekend shifts include increased compensation and remote work opportunities for qualifying shifts.

• Your Talent Advisor will walk you through the training schedule, available shift groups, and the shift assignment process during the interview.

• Example shift groups:

  • Weekend Day Shift (Start between 6:30am-9:30am CT, includes 1-2 weekend days): Potential to work remote after training IF working both weekend days are assigned
  • Weekday Evening Shift (Start 11am-5pm CT, Monday-Friday): In office
  • Weekday Overnight Shift (Start 7:30pm CT, Monday-Thursday): Potential to work fully remote after training
  • Weekend Evening/Overnight Shift (Start at 12pm CT Sat/Sun/Mon or 7pm CT Friday/Saturday/Sunday): Potential to work fully remote after training .

Preferred qualifications: 

• Previous customer service or client relationship experience.
• Bachelor’s degree or higher.

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