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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. 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.
- Serve as a trusted voice on the phone, listening actively, building confidence, and taking ownership to resolve 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.
- Strengthen long-term relationships built on trust and respect.
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 8:00am – 4:30 pm Monday through Friday during Schwab's 24-week training program, on-site.
- Ability to work assigned shift to accommodate business needs to include evening, overnight, and weekend options after training.
Skills
- Client-focused
- Licensed expertise
- Active listening
- Problem-solving
- Clear communication
- Empathy
- Teamwork
- Adaptability
Location
- On-site (during training)
- Remote (potential after training for qualifying shifts)
Work Type
- Full-time
- On-site
- Remote
Experience Level
- Entry Level
Education Level
- Bachelor's degree or higher (preferred)
Salary/Compensations
- $58,700 – $67,200 starting compensation
- Annual bonus opportunity of 10% of base pay and other eligible earnings
Benefits
- Competitive pay and bonus package
- Increased compensation for evening, overnight, and weekend shifts
- Remote work opportunities for qualifying shifts
About the Company
- 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.
- Supported by a collaborative culture that encourages continuous learning, professional growth, and career mobility across Schwab.