Licensed Financial Service Representative

Charles Schwab is committed to helping clients own their financial futures, and they are seeking a Licensed Financial Service Representative to provide financial guidance and build lasting relationships with clients. This role involves engaging with clients, addressing complex issues, and advocating for their needs while working in a supportive team environment.ResponsibilitiesGive clients financial guidance while forming lasting relationships built on trust, respect, and reaching a common goalEngage with, and be an advocate for, clients when answering inbound callsTake ownership, and tackle complex issues to offer the best possible solutionHave the ability to take charge of your own professional journey with our supportive, nurturing culture and diverse set of career opportunitiesSkillsActive FINRA Series 7 & 63 LicensesAbility to work 8:00am – 4:30 pm Monday through Friday during Schwab's training program, on-siteAfter training is complete, the ability to work assigned shift to accommodate business needs to include evening, overnight, and weekend optionsBenefits of working evenings, overnight, and weekend shifts include increased compensation and remote work opportunities for qualifying shiftsYour Talent Advisor will walk you through the training schedule, available shift groups, and the shift assignment process during the interview1+ years of customer service experience1+ years of client relationship experienceBachelor's degree or higher in Finance, Economics, or related field from accredited universityAbility to adapt to changes in the market and businessRobust communication, influencing and client engagement skillsDesire to be part of a supportive and collaborative teamProficient in Client Relationship Management (CRM) platformsStrong candidates will also have previous experience in Financial Representative roleBenefitsAnnual bonus opportunity of 10% of your base pay and other eligible earningsIncreased compensation and remote work opportunities for qualifying shiftsCompany OverviewWe have plans for every turn you take. It was founded in 1973, and is headquartered in San Francisco, California, USA, with a workforce of 10001+ employees. Its website is https://www.schwab.com/.Company H1B SponsorshipCharles Schwab has a track record of offering H1B sponsorships, with 579 in 2025, 468 in 2024, 455 in 2023, 705 in 2022, 483 in 2021, 282 in 2020. Please note that this does not guarantee sponsorship for this specific role.



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