Licensed Financial Service Representative

About the role

At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.

Responsibilities

- Serve as a trusted voice on the phone, listening actively, building confidence, and resolving complex needs with care and clarity. - Deliver an exceptional client experience through thoughtful problem-solving, clear communication, and empathetic guidance. - Partner closely with teammates, advocate for client needs, and strengthen long-term relationships built on trust and respect. - Work as part of a supportive team and adapt to change. - Work 8:00 am – 4:30 pm Monday through Friday during Schwab's 24-week training program, on-site. After training is complete, the ability to work assigned shift to accommodate business needs to include evening, overnight, and weekend options. - Benefits of working evenings, overnight, and weekend shifts include increased compensation and remote work opportunities for qualifying shifts. - Example shift groups: Weekend Day Shift, Weekday Evening Shift, Weekday Overnight Shift, Weekend Evening/Overnight Shift.

Requirements

- Active FINRA Series 7 and 63 licenses. - A passion for helping clients and ensuring positive experiences. - Ability to convey information clearly and build trust. - Openness to feedback and a growth mindset. - Problem-solving with confidence and clarity. - Understanding and responding to client needs with empathy. - Accuracy and thoroughness in every interaction. - Working as part of a supportive team and adapting to change. - Ability to work 8:00 am – 4:30 pm Monday through Friday during Schwab's 24-week training program, on-site.

Preferred qualifications

- Previous customer service or client relationship experience. - Bachelor’s degree or higher.