Financial Services Representative - Indianapolis, Indiana

Job Description

Posted on: 
December 8, 2022

The Financial Services Representative is an exciting customer service role. In this position, you’ll learn to educate clients about investments, trading tools, market mechanics, and retirement choices.  In addition, you’ll earn your Securities license in Schwab’s paid licensing and training program.  Through the paid training and ongoing mentorship, until you feel comfortable in your role, Schwab fosters your continuous development in Financial Services and more!


  • Educate clients about investments, trading tools, market mechanics, retirement choices
  • Learn about the securities industry, including the basic principles of equity, option, and mutual fund transactions
  • Earn your FINRA Series 7 & 63 Licenses
  • Robust communication, influencing, and client engagement skills
  • Desire to work in a collaborative team-based culture

Job Requirements

If you’re not a finance expert, that’s okay! Schwab has seen tremendous success from new grads, career switchers, customer service workers, military veterans, and people returning to the workforce. In addition to the skills below, successful candidates will have a growth mindset, a willingness to learn, and a passion for serving others

  • Practice emotional intelligence: Make an impact on clients by showcasing empathy, patience, and effective communication to better understand their emotions and points of view
  • Engage with and be an advocate for clients: Deliver great client service when answering inbound phone calls by taking ownership and tackling complex issues to resolve the client’s needs, in addition to introducing clients to Schwab and TD Ameritrade’s products and services
  • Be a problem solver: Using the training you receive at Schwab, along with your expertise and analytical thinking skills, to offer the best possible solution
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