Licensed Financial Service Representative

🌍 Remote, USA 🚀 Full-time 🕐 Posted Recently

Job Description

Charles Schwab is committed to helping clients own their financial futures, and they are seeking a Licensed Financial Service Representative to provide financial guidance and build lasting relationships with clients. This role involves engaging with clients, addressing complex issues, and advocating for their needs while working in a supportive team environment.

Responsibilities

Give clients financial guidance while forming lasting relationships built on trust, respect, and reaching a common goal
Engage with, and be an advocate for, clients when answering inbound calls
Take ownership, and tackle complex issues to offer the best possible solution
Have the ability to take charge of your own professional journey with our supportive, nurturing culture and diverse set of career opportunities

Skills

Active FINRA Series 7 & 63 Licenses
Ability to work 8:00am – 4:30 pm Monday through Friday during Schwab's 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
Your Talent Advisor will walk you through the training schedule, available shift groups, and the shift assignment process during the interview
1+ years of customer service experience
1+ years of client relationship experience
Bachelor's degree or higher in Finance, Economics, or related field from accredited university
Ability to adapt to changes in the market and business
Robust communication, influencing and client engagement skills
Desire to be part of a supportive and collaborative team
Proficient in Client Relationship Management (CRM) platforms
Strong candidates will also have previous experience in Financial Representative role

Benefits

Annual bonus opportunity of 10% of your base pay and other eligible earnings
Increased compensation and remote work opportunities for qualifying shifts

Company Overview

We have plans for every turn you take. It was founded in 1973, and is headquartered in San Francisco, California, USA, with a workforce of 10001+ employees. Its website is https://www.schwab.com/.

Company H1B Sponsorship

Charles Schwab has a track record of offering H1B sponsorships, with 579 in 2025, 468 in 2024, 455 in 2023, 705 in 2022, 483 in 2021, 282 in 2020. Please note that this does not guarantee sponsorship for this specific role.

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