[Skip to main content](#main-content) [OpenNash Jobs](https://jobs.opennash.com/) [Hiring report](/reports/hiring/) · [All Charles Schwab jobs](https://jobs.opennash.com/companies/charles-schwab/) · [Search jobs](/search/) Charles Schwab · Lone Tree, CO # Financial Services Representative Lone Tree, CO Remote $27.36/hr Finance & Accounting Listed on Charles Schwab’s official careers site. Listed as of October 18, 2026. Check that it is still open and apply there. [Apply on Charles Schwab’s careers site →](https://www.schwabjobs.com/job/lone-tree/financial-services-representative/33727/93482733264) [OpenNash Jobs](https://jobs.opennash.com/) / [Charles Schwab](https://jobs.opennash.com/companies/charles-schwab/) / Financial Services Representative ## Job description 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 Client Service Professional, 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 $56,900 during training ($27.36/hr.) plus an annual bonus opportunity of 10% of your base pay and other eligible earnings Potential to increase their total compensation to $64,790 within their 1st year upon obtaining the required licensing and achieving performance-based pay increases: $58,900 base ($28.32/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 Weekday Evening Shift (Start 10am-4pm MT, Monday-Friday): In office Weekend Day Shift (Start between 5:30am-8:30am MT, includes 1-2 weekend days): Potential to work remote after training IF working both weekend days are assigned Weekend Evening/Overnight Shift (Start at 11pm MT Sat/Sun/Mon or 6pm MT Friday/Saturday/Sunday): Potential to work fully remote after training Preferred qualifications: Previous customer service or client relationship experience. Bachelor’s degree or higher. #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: 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 ## At a glance - Posted by the employer: Not stated - First seen by OpenNash: Jul 10, 2026 - Last checked: Oct 18, 2026 - Listed for: 100 days - Location: Lone Tree, CO - Work arrangement: Remote - Pay: $27.36/hr[Apply on Charles Schwab’s careers site →](https://www.schwabjobs.com/job/lone-tree/financial-services-representative/33727/93482733264) ## More jobs at Charles Schwab ### [Licensed Financial Services Representative](https://jobs.opennash.com/companies/charles-schwab/jobs/c59560ae15e3bf34d720/) Lone Tree, CO ### [Manager, Bank Accounting – Investments and Borrowings](https://jobs.opennash.com/companies/charles-schwab/jobs/3abce7f4ca68b7f59dfb/) Lone Tree, CO ### [Senior Regional Manager, Schwab Wealth Advisory](https://jobs.opennash.com/companies/charles-schwab/jobs/9e62e19b0d35b3f50d7d/) Lone Tree, CO ### [2027 Financial Service & Support Intern - Austin](https://jobs.opennash.com/companies/charles-schwab/jobs/89ef3d4697b98cfe2d11/) Austin, Texas, United States ### [Bank Manager - Finance](https://jobs.opennash.com/companies/charles-schwab/jobs/7570df95879020490144/) Westlake, Texas, United States +1 more ## Similar jobs at other companies ### [Financial Recovery Representative II (Default Services)](https://jobs.opennash.com/companies/huntington-bank/jobs/985287d7eb1d7c10436c/) Huntington Bank · Chicago, IL Dallas, TX Denver, CO Columbus, OH Detroit, MI Minnetonka, MN Charlotte, NC Akron, OH Tupelo, MS ### [Treasury Services Accountant-Associate Financial Analyst or Financial Analyst](https://jobs.opennash.com/companies/sentry-insurance/jobs/b8187b7466c37fb13a5d/) Sentry Insurance · Stevens Point, WI ### [Treasury Services/Investment Accounting-Associate Financial Analyst or Financial Analyst](https://jobs.opennash.com/companies/sentry-insurance/jobs/f24726daba43c565dd4d/) Sentry Insurance · Stevens Point, WI ### [Major Account Manager, Financial Services](https://jobs.opennash.com/companies/fortinet/jobs/81ee58088c3d0ba29645/) Fortinet · New York, NY, United States OpenNash lists jobs from employers’ own careers sites and does not handle applications. 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