Licensed Financial Services Representative

About the role

Your opportunity at Schwab is to join a team that transforms the finance industry. As a Licensed Financial Services Representative, you'll guide clients through meaningful financial conversations, building trust and delivering exceptional client experiences.

Responsibilities

• Listen actively and build confidence in client interactions.
• Resolve complex client needs with care and clarity.
• Partner with teammates to advocate for client needs and build long-term relationships.
• Work flexible hours including evenings, overnight, and weekends.

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.

Preferred qualifications

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

Benefits

• Competitive pay and bonus package.
• 401(k) with company match and Employee stock purchase plan.
• Paid time off, volunteering, and 28-day sabbatical after every 5 years of service.
• Paid parental leave and family building benefits.
• Tuition reimbursement.
• Health, dental, and vision insurance.