Licensed Financial Services Representative

Charles Schwab is a financial services firm committed to helping clients own their financial futures. In this role, you will provide financial guidance to clients, build lasting relationships, and tackle complex issues to offer effective solutions while working in a supportive team environment.

Responsibilities

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

Skills

• Active FINRA Series 7 & 63 Licenses
• Flexibility to work any day, time, or shift to accommodate 24/7 contact center needs
• 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

Company Overview