Licensed Financial Services Representative
4 weeks ago
At Charles Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry.
We're seeking a talented Client Financial Guidance Specialist to join our team. As a key member of our service team, you'll provide financial guidance to clients while forming lasting relationships built on trust, respect, and reaching a common goal.
Key Responsibilities:
- Engage with clients to understand their financial needs and provide personalized guidance
- Form strong relationships with clients to deliver exceptional service and support
- Work collaboratively with cross-functional teams to resolve complex client issues
- Stay up-to-date on industry trends and regulatory requirements to provide expert advice
What We Offer:
- A competitive pay and bonus package, including an annual bonus opportunity of 10% of your base pay and other eligible earnings
- A comprehensive benefits package, including 401(k) with company match, paid time off, and tuition reimbursement
- A supportive, nurturing culture that encourages growth and development
- The opportunity to work with a world-class team and make a positive impact in the finance industry
Requirements:
- Active FINRA Series 7 & 63 Licenses
- Flexibility to work any day, time, or shift to accommodate 24/7 contact center needs
- 1+ years of customer service experience and/or client relationship experience
Preferred Qualifications:
- 1+ years of experience in a financial services role
- Strong communication, influencing, and client engagement skills
- Ability to adapt to changes in the market and business
- Proficient in Client Relationship Management (CRM) platforms
Why Charles Schwab?
We're a purpose-driven company that's committed to making a positive impact in the finance industry. Our supportive culture and focus on employee development mean you'll have the tools and resources you need to succeed. Join our team and be part of a company that's shaping the future of finance.
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