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Financial Services Representative

2 months ago

Lone Tree, Iowa, United States Charles Schwab Full time
Your Opportunity at Charles Schwab

We're seeking a talented and dedicated individual to join our team as a Licensed Financial Services Representative. As a key member of our service team, you'll play a vital role in helping clients achieve their financial goals.

As a Financial Services Representative, you'll engage with clients, provide financial guidance, and form lasting relationships built on trust and respect. You'll be an advocate for our clients, answering inbound calls, taking ownership of complex issues, and offering the best possible solutions.

We're committed to empowering our employees' personal and professional success. Our purpose-driven culture and focus on development mean you'll get the tools you need to make a positive impact in the finance industry.

Our competitive benefits package takes care of the whole you – both today and in the future:

  • 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

Successful candidates will have a growth mindset, a willingness to learn, and a passion for serving others. Required qualifications include active FINRA Series 7 & 63 Licenses and flexibility to work any day, time, or shift to accommodate 24/7 contact center needs.

Preferred qualifications include 1+ years of customer service experience, 1+ years of client relationship experience, and a Bachelor's degree or higher in Finance, Economics, or a related field from an accredited university.