Jobs Private USA → Finance and Insurance → Banking and wealth advisory → Financial Services Representative

Financial Services Representative

Charles Schwab · Orlando, FL · posted 36 days ago

In short: Financial Services Representative at Charles Schwab in Orlando, FL, posted 36 days ago.

By AtiveSite · Published 07/11/2026 · Updated 08/11/2026 · Every figure is linked to its source below.

Charles Schwabemployer
Orlando, FLlocation
Banking and wealth advisorysub-niche
36 days agoposted
🆕 Work guides: live jobs + official data, law, permits, pay and cost of living. United States · Florida · Orange County · Orlando · all 120 cities + map → · all 67 counties → · Florida rankings · Miami special · all 51 states → · 200 largest companies · 240 best job niches · Federal jobs in Florida

The job

LIVE Live feed (private-sector employer) Source: The Muse public API · Data: listed 2026-10-03

EmployerCharles Schwab
LocationOrlando, Florida
FieldFinance and Insurance › Banking and wealth advisory
LevelSenior Level
Source categoryUnknown
Posted2026-10-03 (36 days ago)
Work arrangementOn-site at the location listed
PayNot published in the source listing

Job description

Pay range:
USD $26.01 - $26.01 / Hour

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:


What you have

We believe great service starts with the right mindset and skills. Successful candidates demonstrate:

Requirements:


Preferred qualifications:


#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:

Explore around this job

Field: Finance and Insurance Sub-niche: Banking and wealth advisory All jobs at Charles Schwab Jobs in Florida Jobs in Orlando, FL Orlando city guide Florida state guide Orange County economy

View this job and apply on The Muse →

You apply on The Muse or on the employer's page; AtiveSite does not receive or process applications and is not affiliated with The Muse. The description above is shown as the source published it.

About the role

This is a Senior Level role in the Finance and Insurance field (Banking and wealth advisory) at Charles Schwab. Senior roles usually expect substantial experience, ownership of results and often the ability to guide others.

We could not match this job title to one occupation in the official wage statistics, so no pay estimate is shown. Pay is not in the source listing; ask the employer for the range and compare in the 240 job niches.

Does the pay work here? (estimate)

Estimate for a wage earner: 2026 federal brackets and standard deduction (IRS), Social Security 6.2% up to $184,500, Medicare 1.45% (+0.9% above $200,000 single / $250,000 married), and a state rate you set; set your own state tax rate. It ignores credits, pre-tax deductions, local taxes and benefits. Sources: IRS: tax year 2026 inflation adjustments · SSA wage base per Federal Register notice 2025-19763.

How to prepare and behave

This is editorial guidance, not information from the employer.

Know your rights as a candidate and an employee:

The city

The job is in Orlando, FL. Below is what the official statistics say about living and working there.

How Orlando compares. Among the 120 largest places in Florida, Orlando is #4 by population, #116 for homeownership (#1 = highest), #22 for long commutes (#1 = fewest), #31 for college degrees (#1 = most). Its county, Orange County, is #8 of 67 counties for average pay ($67,805).

The place in numbers

Orlando has 319,758 residents (ACS 2020–2024), about 1.4% of the population of Florida. It covers 111 square miles of land, which works out to roughly 2,878 people per square mile. The median age is 35.1, 18% younger than the state median (35.1 against 42.6).

Housing

The median gross rent is $1,747 a month (rent plus utilities), 5% above the state median ($1,747 against $1,669). Over a year that is 29.0% of the median household income. US housing guidance treats housing as affordable when it takes 30% of income or less, so the typical household is under that line. The median home value is $394,100, which is 5.4 times the median household income ($72,336); a ratio above 5 usually means buying is out of reach without savings or a second income. 39.5% of households own their home, 42% below the state average (39.5% against 67.6%). A low ownership share points to a rental-heavy market with more apartments and shorter stays.

Work and pay

The Orlando-Kissimmee-Sanford, FL metropolitan area has 1,411,730 jobs in the BLS wage survey, and the median pay across all occupations is $46,630 a year, 9% below the national median ($46,630 against $50,980). The biggest occupation groups are office and administrative support (173,110 jobs, median $44,730); food preparation and serving related (163,040 jobs, median $34,190); sales and related (150,550 jobs, median $36,780). The area is most specialised in arts, design, entertainment, sports, and media (1.6 times) and personal care and service (1.5 times), where the share of workers is well above the national share. The best-paying groups with at least 5,000 jobs are management ($106,820) and computer and mathematical ($101,550). In 2026M09 the unemployment rate of Orange County was 4.2%. 72.2% of residents aged 16 and over are in the labour force. The city lies in Orange County; its jobs, pay by industry and GDP are on the county page.

Getting around

Among workers, 68.1% drive alone, 1.9% use public transit, 1.6% walk, 16.2% work from home. 12.0% of workers commute 45 minutes or more, 34% below the state average (12.0% against 18.1%).

People and education

42.5% of adults aged 25 and over hold a bachelor's degree or higher, 25% above the state share (42.5% against 34.1%). 25.4% of residents were born outside the United States, 16% above the state share (25.4% against 21.9%). The poverty rate is 14.7%, 17% above the state rate (14.7% against 12.6%).

Climate

The warmest month is Jul, averaging 81°F (27.4°C), and the coolest is Jan at 59°F (15.0°C). About 1,301 mm (51 inches) of precipitation falls in a year; Jun is the wettest month (208 mm) and Nov the driest (48 mm). These values come from NASA satellite-based climatology on a grid of about 50 km, so they describe the wider area, not a weather station in the city.

Nearby cities to compare

Closest cities in this guide: Meadow Woods (5 miles, rent 9% higher); Alafaya (9 miles, rent 14% higher); St. Cloud (12 miles, rent 4% lower); Kissimmee (12 miles, rent 6% lower). Rent differences are against Orlando; use the Compare tab to put any two cities side by side.

Full guide to Orlando →Florida guideAll jobs in Orlando

Official links for Orlando

These links go to official sources and open in a new window. The first one is the government's or company's own site as listed in Wikidata (property "official website"); check it before relying on it.

Where to live

CITY Official statistics Source: U.S. Census Bureau, American Community Survey 2020–2024 5-year (via Census Reporter) · Data: ACS 2020–2024

Places within 50 miles (straight line) of Orlando, FL that have a guide, with what living there costs. No pay estimate is shown because the title did not match one occupation.

Sort:
Place ⇅Distance from the job city ⇅Median rent ⇅Median home value ⇅Median household income ⇅Commute 45+ min ⇅Rent as % of occupation pay ⇅Open jobs there ⇅
Orlando, FL0 mi$1,747$394,100$72,33612.0%n/aJobs
Meadow Woods, FL5 mi$1,906$401,000$82,74424.6%n/a—
Alafaya, FL9 mi$1,999$425,500$100,95023.4%n/a—
St. Cloud, FL12 mi$1,683$356,200$83,17433.6%n/a—
Kissimmee, FL12 mi$1,647$304,400$53,75824.3%n/a—
University, FL13 mi$1,445$298,900$59,85211.4%n/a—
Pine Hills, FL18 mi$1,542$253,300$58,67318.3%n/a—
Oviedo, FL18 mi$1,955$454,000$117,07016.4%n/a—
Winter Springs, FL19 mi$1,867$378,700$92,57418.7%n/a—
Altamonte Springs, FL19 mi$1,740$293,000$64,07012.1%n/a—
Ocoee, FL21 mi$1,946$406,400$98,91116.9%n/a—
Horizon West, FL22 mi$2,464$562,200$127,33514.1%n/a—
Winter Garden, FL23 mi$1,963$476,000$106,49515.9%n/a—
Poinciana, FL24 mi$1,965$290,700$68,01551.6%n/a—
Four Corners, FL24 mi$1,847$351,800$72,87922.4%n/a—
Apopka, FL26 mi$1,969$394,900$96,88421.7%n/a—
Sanford, FL26 mi$1,609$309,300$66,89115.2%n/a—
Titusville, FL29 mi$1,334$266,600$66,19212.0%n/a—
Clermont, FL30 mi$1,828$418,400$82,30627.4%n/a—
Deltona, FL34 mi$1,711$285,400$76,92428.1%n/a—

Career paths

We could not match this title to one occupation, so here are the other sub-niches in Finance and Insurance, where your skills may carry over:

Insurance and claims (428) Accounting, audit and tax (413) Treasury, payments and risk (653)

Distances

CITY Calculation (straight line) Source: U.S. Census Bureau Gazetteer (coordinates) · Data: 2024

How far Orlando, FL is from the 20 largest US cities, in straight-line miles (not driving distance). Click a column to sort.

Sort:
From ⇅Straight-line distance (miles) ⇅Population of that city ⇅
Jacksonville, FL135 mi977,670
Charlotte, NC471 mi903,844
Columbus, OH806 mi914,802
Indianapolis, IN833 mi885,860
Houston, TX858 mi2,328,253
Philadelphia, PA874 mi1,579,706
New York, NY943 mi8,483,844
Dallas, TX970 mi1,307,930
Chicago, IL996 mi2,711,226
Austin, TX1,001 mi979,539
Fort Worth, TX1,003 mi963,194
San Antonio, TX1,046 mi1,479,835
Oklahoma City, OK1,069 mi697,125
Denver, CO1,556 mi718,877
Phoenix, AZ1,854 mi1,642,323
San Diego, CA2,145 mi1,389,526
Los Angeles, CA2,217 mi3,857,263
San Jose, CA2,413 mi990,138
San Francisco, CA2,481 mi830,235
Seattle, WA2,559 mi754,195

Nearby cities with open jobs (within 120 miles)

Sort:
City ⇅Straight-line distance ⇅Open jobs ⇅
Sebring, FL66 mi3
Tampa, FL81 mi161

The employer

Charles Schwab is the employer in this listing. See all its open jobs here →

We do not hold headcount or revenue for this employer. Check its careers site and, if it is listed on a stock exchange, its public filings (SEC EDGAR search).

What it is like to work at a company (culture, schedules, benefits) is not in the source data, so we do not describe it. Read the description and ask the questions under "How to prepare".

Other open jobs at Charles Schwab

Client Relationship Specialist - New York, NY (Grand Central)

Charles Schwab · New York, NY · Senior Level · Account management · posted yesterday

IT Program Manager, FinOps Lead

Charles Schwab · Phoenix, AZ · Senior Level · Cloud, IT and infrastructure · posted yesterday

Sr. Manager, Product Manager, Communications Compliance Technology

Charles Schwab · Austin, TX · Senior Level · Product management · posted yesterday

2027 Retail Investor Services Intern

Charles Schwab · Austin, TX · Internship · Retail and stores · posted yesterday

Sr. Manager, Product Manager, Communications Compliance Technology

Charles Schwab · Austin, TX · Senior Level · Product management · posted yesterday

.Net Full Stack Developer

Charles Schwab · Austin, TX · Senior Level · Software engineering · posted yesterday

Java Developer - Workplace Services Engineering

Charles Schwab · Austin, TX · Senior Level · Software engineering · posted yesterday

Sr Manager, Software Development & Engineering Lead (PL)

Charles Schwab · Austin, TX · Senior Level · Software engineering · posted yesterday

Similar jobs

Same sub-niche: Banking and wealth advisory

Financial Services Representative - Merrill Wealth Management

Bank of America · Jacksonville, FL · Mid Level · Banking and wealth advisory · posted yesterday

Financial Services Representative - Merrill Wealth Management

Merrill · Jacksonville, FL · Mid Level · Banking and wealth advisory · posted yesterday

Client Service Representative - Merrill Wealth Management

Merrill · Jacksonville, FL · Mid Level · Banking and wealth advisory · posted yesterday

Senior Healthcare Business Banking Relationship Manager - Orlando

PNC · Orlando, FL · Senior Level · Banking and wealth advisory · posted yesterday

Relationship Banker Business Specialist

PNC · Jacksonville, FL · Mid Level · Banking and wealth advisory · posted yesterday

Senior Relationship Strategist - PNC Private Bank

PNC · Jacksonville, FL · Senior Level · Banking and wealth advisory · posted yesterday

Product Delivery Manager - Loan Accounting Structured

JPMorgan Chase · Jacksonville, FL · Senior Level · Banking and wealth advisory · posted 2 days ago

Relationship Banker - Pine Hills Financial Center

Bank of America · Orlando, FL · Mid Level · Banking and wealth advisory · posted 2 days ago

More jobs in Orlando, FL

Client Support Specialist - Greater Orlando, FL Area (REMOTE)

Fidelity Investments · Orlando, FL · Mid Level · Customer success and service · posted yesterday

Senior Healthcare Business Banking Relationship Manager - Orlando

PNC · Orlando, FL · Senior Level · Banking and wealth advisory · posted yesterday

Community Development Officer II

PNC · Orlando, FL · Mid Level · Administration and office · posted yesterday

Before and After School Teacher at Dr. Phillips Elementary

KinderCare Learning Companies · Orlando, FL · Mid Level · Teaching and training · posted 2 days ago

Relationship Banker - Pine Hills Financial Center

Bank of America · Orlando, FL · Mid Level · Banking and wealth advisory · posted 2 days ago

Relationship Banker - Orlando Central Market

Merrill · Orlando, FL · Mid Level · Banking and wealth advisory · posted 2 days ago

All Banking and wealth advisory jobs → · All Finance and Insurance sub-niches →

FAQ

What is the Financial Services Representative job at Charles Schwab?

A senior level role in finance and insurance (banking and wealth advisory) listed 36 days ago. The full description is on this page and on The Muse.

Where is this job?

Orlando, FL.

How do I apply?

Use the "View this job and apply on The Muse" button. AtiveSite does not receive applications.

How much does it pay?

The listing does not publish pay, and we could not match the title to one official occupation.

What is the cost of living there?

Median rent in Orlando is $1,747 a month and median household income $72,336 (ACS 2020–2024).

How old is this listing?

It was posted on 2026-10-03 (36 days ago). Jobs older than 90 days are not shown.

Are there similar jobs?

Yes: browse banking and wealth advisory jobs in Florida.

Sources and terms

AtiveSite is not affiliated with or endorsed by The Muse, the employer or any government agency, and does not process applications. Verify every detail with the employer before acting.

Sources

Jobs in other countries

🇺🇸 United States🇩🇪 Germany🇸🇪 Sweden🇸🇬 Singapore