Licensed Financial Services 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. Schwab’s service team plays a critical role in helping clients feel confident about their financial futures. As a Licensed Financial Services Representative, you’ll bring your passion for helping others together with your licensed expertise to guide clients through meaningful financial conversations. You’ll serve as a trusted voice on the phone—listening actively, building confidence, and taking ownership to resolve complex needs with care and clarity. Each interaction is an opportunity to deliver an exceptional client experience through thoughtful problem-solving, clear communication, and empathetic guidance. You’ll partner closely with teammates, advocate for client needs, and strengthen long-term relationships built on trust and respect. At the same time, you’ll be supported by a collaborative culture that encourages continuous learning, professional growth, and career mobility across Schwab.

Responsibilities

• Guide clients through meaningful financial conversations using licensed expertise.
• Serve as a trusted voice on the phone, listening actively and building confidence.
• Take ownership to resolve complex client needs with care and clarity.
• Deliver exceptional client experiences through problem-solving, clear communication, and empathetic guidance.
• Partner closely with teammates and advocate for client needs.
• Strengthen long-term client relationships built on trust and respect.

Requirements

• Active FINRA Series 7 and 63 licenses.
• 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.
• Ability to work as part of a supportive team and adapt to change.
• Ability to work 8:00am – 4:30pm Monday through Friday during Schwab's 24-week training program, on-site.
• After training, ability to work assigned shifts to accommodate business needs, including evening, overnight, and weekend options.

Preferred Qualifications

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

Schedule

During Schwab's 24-week training program, you will work 8:00am – 4:30pm Monday through Friday, on-site. After training, you will work assigned shifts to accommodate business needs, which may include:

• Weekend Day Shift: Start between 6:30am-9:30am CT, includes 1-2 weekend days. Potential to work remote after training if working both weekend days are assigned.
• Weekday Evening Shift: Start 11am-5pm CT, Monday-Friday. In office.
• Weekday Overnight Shift: Start 7:30pm CT, Monday-Thursday. Potential to work fully remote after training.
• Weekend Evening/Overnight Shift: Start at 12pm CT Sat/Sun/Mon or 7pm CT Friday/Saturday/Sunday. Potential to work fully remote after training.

Benefits of working evenings, overnight, and weekend shifts include increased compensation and remote work opportunities for qualifying shifts. Your Talent Advisor will walk you through the training schedule, available shift groups, and the shift assignment process during the interview.

Pay

We offer a competitive pay and bonus package. Starting compensation for this location ranges from $59,000 – $66,500, depending on related experience, plus an annual bonus opportunity of 10% of your base pay and other eligible earnings.

Benefits

• 401(k) with company match and Employee Stock Purchase Plan.
• Paid time for vacation, volunteering, and a 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.

Our Hybrid Work and Flexibility approach balances workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.