Licensed Financial Service Representative

Charles Schwab is committed to helping clients own their financial futures through innovative thought and problem solving. In this role, you will provide financial guidance to clients while building lasting relationships and addressing complex issues. The position requires active securities licenses and a passion for client service in a supportive team environment.ResponsibilitiesGive clients financial guidance while forming lasting relationships built on trust, respect, and reaching a common goalEngage with clients when answering inbound calls, taking ownership, and tackling complex issues to offer the best possible solutionSkillsActive 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 options1+ 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 roleBenefits401(k) with company match and Employee stock purchase planPaid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positionsPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insuranceCompany 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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