Licensed Financial Services Representative
Charles Schwab is committed to transforming the finance industry by empowering its employees to make an impact. In this role, you will provide financial guidance to clients while building lasting relationships and addressing complex issues to deliver optimal solutions.
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
- Take ownership, and tackle 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