Financial Services Representative

4 days ago


Orlando, Florida, United States Charles Schwab Full time
Empowering Client Success

At Charles Schwab, we're committed to helping clients achieve their financial goals. As a Licensed Financial Services Representative, you'll play a critical role in delivering exceptional service and guidance to our clients.

Key Responsibilities:

  • Provide financial guidance and support to clients through inbound calls and other interactions
  • Form lasting relationships built on trust, respect, and a shared understanding of clients' needs
  • Take ownership of complex issues and work to find solutions that meet clients' goals

What We Offer:

  • A competitive pay and bonus package, with starting compensation ranging from $52,700 to $65,900 depending on experience
  • An annual bonus opportunity of 10% of base pay and other eligible earnings
  • A supportive, nurturing culture that encourages growth and development
  • A diverse range of career opportunities and a commitment to empowering employees' personal and professional success

Requirements:

  • Active FINRA Series 7 & 63 Licenses
  • Flexibility to work any day, time, or shift to accommodate 24/7 contact center needs

Preferred Qualifications:

  • 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:

  • 401(k) with company match and Employee stock purchase plan
  • Paid time for vacation, volunteering, and 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


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