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Finance Customer Advocate | Training, Licensing

Job in Mesa, Maricopa County, Arizona, 85201, USA
Listing for: Charles Schwab
Full Time, Apprenticeship/Internship position
Listed on 2026-01-02
Job specializations:
  • Finance & Banking
Job Description & How to Apply Below
Position: Finance Customer Advocate | Training, Licensing & Growth
A financial services company is seeking candidates for a client-facing role focused on educating and assisting clients with investment strategies and trading tools. This position offers a hybrid work model after a full-time training program and involves various shifts to meet client needs. Successful candidates will possess strong communication skills and a passion for service. The company provides a competitive salary and benefits, including tuition reimbursement and health insurance.
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