Licensed Financial Service Representative
Charles Schwab is a company that empowers individuals to make an impact on their careers. As a Licensed Financial Services Representative, you will guide clients through meaningful financial conversations, providing 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 8:00 am – 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
- We offer a competitive pay and bonus package.
- Plus 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.
Company Overview
Company H1B Sponsorship