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
Company Overview