Licensed Financial Services Representative

About the role

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.

Responsibilities

• Bring your passion for helping others, accountability in your work, and confidence navigating client conversations.
• Partner closely with teammates, advocate for client needs, and strengthen long-term relationships built on trust and respect.
• Deliver an exceptional client experience through thoughtful problem-solving, clear communication, and empathetic guidance.
• Work as part of a supportive team and adapt to change.
• Work 8:00am – 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.

Qualifications

• 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.

Benefits

• Starting compensation for this location ranges from $62,800 - $71,300 depending on related experience, plus an annual bonus opportunity of 10% of your base pay and other eligible earnings.
• Benefits of working evenings, overnight, and weekend shifts include increased compensation and remote work opportunities for qualifying shifts.

Pay

We offer a competitive pay and bonus package. Starting compensation for this location ranges from $62,800 - $71,300 depending on related experience, plus an annual bonus opportunity of 10% of your base pay and other eligible earnings.

Schedule

You’ll work 8:00am – 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.