Licensed Financial Services Representative

Charles Schwab is committed to helping clients own their financial futures through innovative solutions and world-class service. In this role, you will provide financial guidance, engage with clients, and tackle complex issues while building lasting relationships based on trust and respect.

Responsibilities

• Give clients financial guidance while forming lasting relationships built on trust, respect, and reaching a common goal
• Engage with, and be an advocate for, clients when answering inbound calls, taking ownership, and tackling complex issues to offer the best possible solution

Skills

• Active FINRA Series 7 & 63 Licenses
• 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
• 1+ years of customer service experience
• 1+ years of client relationship experience
• Bachelor's degree or higher in Finance, Economics, or related field from accredited university
• Ability to adapt to changes in the market and business
• Robust communication, influencing and client engagement skills
• Desire to be part of a supportive and collaborative team
• Proficient in Client Relationship Management (CRM) platforms
• Strong candidates will also have previous experience in Financial Representative role

Benefits

• 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

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