Licensed Financial Services Representative

Charles Schwab is a financial services company that empowers employees to make an impact on their careers. As a Licensed Financial Services Representative, you will guide clients through financial conversations, ensuring exceptional client experiences and building long-term relationships based on trust and respect.

Responsibilities

• Bring your passion for helping others together with your licensed expertise to guide clients through meaningful financial conversations
• Serve as a trusted voice on the phone—listening actively, building confidence, and taking ownership to resolve complex needs with care and clarity
• Deliver an exceptional client experience through thoughtful problem‑solving, clear communication, and empathetic guidance
• Partner closely with teammates, advocate for client needs, and strengthen long‑term relationships built on trust and respect

Skills

• Active FINRA Series 7 and 63 licenses
• 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 24-week 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
• Previous customer service or client relationship experience
• Bachelor's degree or higher

Benefits

• An annual bonus opportunity of 10% of your base pay and other eligible earnings
• Benefits of working evenings, overnight, and weekend shifts include increased compensation and remote work opportunities for qualifying shifts
• Potential to work remote after training IF working both weekend days are assigned
• Potential to work fully remote after training

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