Client-Centric Financial Services Rep (Series 7/63)

Charles Schwab; Scottsdale (AZ); Presencial; USD 58.000 - 66.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

401(k) with company match

Employee stock purchase plan

Paid vacation

Sabbatical after 5 years

Paid parental leave

Tuition reimbursement

Health, dental, and vision insurance

Descripción de la vacante

Charles Schwab in Scottsdale, AZ invites you to join our client‑focused service team as a Financial Services Representative. You will answer inbound calls, provide guidance on investments, and build trusted relationships while navigating complex inquiries to deliver solutions.

Strong communication and FINRA licenses enhance your fit; a growth mindset culture supports your professional journey. Starting pay is $57,600–$66,100 with a 10% annual bonus opportunity based on base pay, plus

Formación

• Active FINRA Series 7 & 63 licenses.
• Flexibility to work any day, time, or shift to accommodate 24/7 contact center needs.
• Bachelor’s degree or higher in Finance, Economics, or related field from accredited university.

Responsabilidades

• Answer inbound client calls and provide financial guidance.
• Build lasting relationships based on trust and service excellence.
• Tackle complex issues to offer the best possible solutions for clients.

Conocimientos

Customer service

Client relationship management

CRM platforms

Educación

Bachelor’s degree in Finance, Economics, or related field

Herramientas

CRM software

Descripción del empleo

Charles Schwab in Scottsdale, AZ invites you to join our client‑focused service team as a Financial Services Representative. You will answer inbound calls, provide guidance on investments, and build trusted relationships while navigating complex inquiries to deliver solutions.

Strong communication and FINRA licenses enhance your fit; a growth mindset culture supports your professional journey. Starting pay is $57,600–$66,100 with a 10% annual bonus opportunity based on base pay, plus