Licensed Financial Services Representative

licenses, enjoy working in a team setting, and share our passion for serving clients - this role is for you.

We offer a competitive pay and bonus package. Starting compensation for this location ranges from $56,200 - $69,100 depending on related experience, plus an annual bonus opportunity of 10% of your base pay and other eligible earnings.

What you have

Successful candidates will have a growth mindset, a willingness to learn, and a passion for serving others. At Charles Schwab, we strive to make a difference in people's lives through our innovative solutions and world-class service.

Required Qualifications

• Active FINRA Series 7 & 63 Licenses

• Flexibility to work any day, time, or shift to accommodate 24/7 contact center needs

Preferred Qualifications

• 1+ years of customer service experience

• 1+ years of client relationship experience

• Bachelor's degree or higher in Finance, Economics, or related field from accredited university

• Ability to adapt to changes in the market and business

• Robust communication, influencing and client engagement skills

• Desire to be part of a supportive and collaborative team

• Proficient in Client Relationship Management (CRM) platforms

• Strong candidates will also have previous experience in Financial Representative role

What's in it for you

At Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

We offer a competitive benefits package that takes care of the whole you - both today and in the future:

• 401(k) with company match and Employee stock purchase plan
• Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
• Paid parental leave and family building benefits
• Tuition reimbursement
• Health, dental, and vision insurance