Licensed Financial Services Representative

Charles Schwab is a leading financial services firm committed to helping clients own their financial futures. In this role, you will provide financial guidance and support to clients, fostering relationships built on trust, while also managing complex issues to deliver optimal solutions. The position offers a supportive culture and various career growth opportunities for individuals with the necessary securities licenses.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 LicensesFlexibility 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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