Charles Schwab

Financial Services Representative

Charles Schwab

Lone Tree, CO, USA
Full-TimeDepends on ExperienceMid-LevelBachelors
Job Description

At Charles Schwab, we are looking for a Financial Services Representative to join our team. We’re seeking a customer-focused professional who understands the importance of delivering exceptional service, with a passion for helping clients reach their financial goals. As a Financial Services Representative, you will be responsible for helping clients make informed decisions about their financial future.To be successful in this role, you must possess excellent communication skills and have the ability to build relationships with clients. You should be well versed in financial services products and have the ability to explain complex concepts in an accessible way. A degree in finance or a related field is preferred, as is at least one year of experience in a customer-facing role. We are looking for someone who is motivated to learn and grow, has a positive attitude, and is eager to contribute to the success of Charles Schwab. If this sounds like you, we’d love to hear from you!

Where is this job?
This job is located at Lone Tree, CO, USA
Job Qualifications
  • Excellent Communication And Interpersonal Skills

  • Proficiency In Microsoft Office

  • Ability To Work Independently

  • Strong Knowledge Of Financial Products

  • Customer Service Skills

  • Demonstrated Aptitude For Financial Analysis

  • Prior Experience In The Financial Services Industry

  • And A Bachelor's Degree In Finance Or Economics

Required Skills
  • Budgeting

  • Accounting

  • Banking

  • Research

  • Financial Planning

  • Troubleshooting

  • Communication

  • Reporting

  • Compliance

  • Analytics

  • Trading

  • Client Relations

  • Technology

  • Investing

  • Regulatory

Soft Skills
  • Communication

  • Leadership

  • Negotiation

  • Problem Solving

  • Time management

  • Interpersonal Skills

  • creativity

  • Organization

  • Teamwork

  • Adaptability

Compensation

According to JobzMall, the average salary range for a Financial Services Representative in Lone Tree, CO, USA is $42,800 - $61,400 per year. This range is based on the salaries reported by actual Financial Services Representatives in the area. The range may vary depending on the company and the experience of the Financial Services Representative.

Additional Information
Charles Schwab is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedApril 4th, 2023
Apply BeforeMay 22nd, 2025
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About Charles Schwab

Through its operating subsidiaries, The Charles Schwab Corporation (NYSE: SCHW) provides a full range of securities brokerage, banking, money management and financial advisory services to individual investors and independent investment advisors. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (member SIPC, www.sipc.org), and affiliates offer a complete range of investment services and products including an extensive selection of mutual funds; financial planning and investment advice; retirement plan and equity compensation plan services; compliance and trade monitoring solutions; referrals to independent fee-based investment advisors; and custodial, operational and trading support for independent, fee-based investment advisors through Schwab Advisor Services.

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