Licensed Financial Services Representative

Charles Schwab is a leading financial services firm dedicated to helping clients achieve their financial goals. In this role, you will provide financial guidance to clients, build lasting relationships, and tackle complex issues 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 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, ability to work assigned shift to accommodate business needs to include evening, overnight, and weekend optionsFlexibility to work any day, time, or shift to accommodate 24/7 contact center needs1+ 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/.



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