Financial Services Representative
4 weeks ago
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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